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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
326
CIBC Private Wealth Group
Georgia
$55.1K +$24.6K +1,042 +83%
ACA
327
Aptus Capital Advisors
Alabama
$53.2K +$212 +9 +0.4%
TF
328
Tompkins Financial
New York
$53.2K
Bank Julius Baer & Co
329
Bank Julius Baer & Co
Switzerland
$48.1K -$2.6K -110 -6%
TWC
330
TD Waterhouse Canada
Ontario, Canada
$42.3K -$85.5K -3,623 -67%
TC
331
Truvestments Capital
Florida
$36.7K +$36.1K +1,528 New
UFAC
332
Urban Financial Advisory Corp
Illinois
$36.1K +$35.4K +1,501 New
RWM
333
Reston Wealth Management
Virginia
$35.9K +$35.3K +1,494 New
HCM
334
Hollencrest Capital Management
California
$32.8K +$7.32K +310 +29%
NP
335
NorthRock Partners
Minnesota
$30.1K +$142 +6 +0.5%
CIA
336
Cape Investment Advisory
Georgia
$29.8K +$3.42K +145 +13%
WT
337
Washington Trust
Rhode Island
$28.5K
CP
338
Castleview Partners
Texas
$28.1K -$401 -17 -1%
Franklin Resources
339
Franklin Resources
California
$27.8K +$779 +33 +3%
BCMLT
340
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.6K +$25.1K +1,063 New
HCP
341
Hexagon Capital Partners
Arkansas
$23.2K -$425 -18 -2%
Fidelity Investments
342
Fidelity Investments
Massachusetts
$21.5K +$17.3K +734 +462%
PFBT
343
Parkside Financial Bank & Trust
Missouri
$20K +$17.4K +736 +767%
TAM
344
Tucker Asset Management
Colorado
$16.9K +$16.5K +701 New
CTC
345
Central Trust Company
Missouri
$16.4K +$16K +680 New
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$15.7K +$15.6K +660 New
DFC
347
DB Fitzpatrick & Co
Idaho
$15.3K +$15.1K +638 New
AFWM
348
Abich Financial Wealth Management
Virginia
$14.9K -$75.9K -3,217 -84%
AIC
349
Archer Investment Corporation
Indiana
$14.6K
RFS
350
Richardson Financial Services
Massachusetts
$12.6K