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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGF
326
Constant Guidance Financial
Massachusetts
-$1.56M -67,526 Closed
HWAM
327
Hennion & Walsh Asset Management
New Jersey
-$1.41M -60,001 Closed
DLHL
328
Donald L. Hagan LLC
Florida
-$451K -19,242 Closed
TFA
329
Teamwork Financial Advisors
Texas
-$374K -15,952 Closed
PI
330
PFG Investments
New York
-$318K -13,541 Closed
AWA
331
Authentikos Wealth Advisory
California
-$272K -11,611 Closed
UAG
332
United Advisor Group
Ohio
-$267K -11,365 Closed
KFGK
333
Keystone Financial Group (Kentucky)
Kentucky
-$215K -9,175 Closed
IWC
334
Integrated Wealth Concepts
Massachusetts
-$214K -9,106 Closed
Qube Research & Technologies (QRT)
335
Qube Research & Technologies (QRT)
United Kingdom
-$75K -3,197 Closed
HWA
336
HHM Wealth Advisors
Tennessee
-$20.6K -880 Closed
HT
337
Headlands Technologies
Illinois
-$13.1K -557 Closed
CTA
338
Colonial Trust Advisors
South Carolina
-$12.1K -517 Closed
SA
339
SRH Advisors
Kansas
-$10.6K -450 Closed
GWS
340
Glassman Wealth Services
Virginia
-$10.4K -444 Closed
SMA
341
Sage Mountain Advisors
Georgia
-$8.49K -362 Closed
S
342
SignatureFD
Georgia
-$5.16K -220 Closed
MAM
343
MMA Asset Management
Pennsylvania
-$4.28K -182 Closed
BNP Paribas Financial Markets
344
BNP Paribas Financial Markets
France
-$3.78K -161 Closed
FGAM
345
Financial Gravity Asset Management
Texas
-$2.44K -103 Closed
IGWM
346
ICA Group Wealth Management
Colorado
-$1.17K -50 Closed
GWSA
347
Global Wealth Strategies & Associates
Colorado
-$657 -28 Closed