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State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
326
Portland Financial Advisors
New York
$264K +$267K +11,234 New
RCA
327
Runnymede Capital Advisors
Ohio
$259K +$262K +11,053 New
SFS
328
Symphony Financial Services
Ohio
$258K -$113K -4,750 -30%
MAS
329
Madden Advisory Services
Florida
$255K +$1.26K +53 +0.5%
KPWS
330
Kestra Private Wealth Services
Texas
$255K +$258K +10,872 New
CFAM
331
Center For Asset Management
Florida
$255K -$6.41K -270 -2%
CFB
332
Cullen/Frost Bankers
Texas
$254K +$6.86K +289 +3%
SFS
333
Sowell Financial Services
Arkansas
$252K -$748K -31,507 -75%
KFGK
334
Keystone Financial Group (Kentucky)
Kentucky
$248K
AWA
335
Acorn Wealth Advisors
Michigan
$247K +$6.45K +272 +3%
EPW
336
Endeavor Private Wealth
Kansas
$247K +$250K +10,536 New
IWC
337
Integrated Wealth Concepts
Massachusetts
$243K +$246K +10,370 New
CIAS
338
Capital Investment Advisory Services
North Carolina
$239K +$27.8K +1,173 +13%
WA
339
WBH Advisory
Maryland
$238K +$241K +10,145 New
MA
340
MONECO Advisors
Connecticut
$237K +$7.5K +316 +3%
CAM
341
Cresset Asset Management
Illinois
$234K +$237K +9,969 New
DCM
342
Dimension Capital Management
Florida
$231K
NG
343
Novem Group
New York
$229K +$231K +9,746 New
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$227K
VT
345
Vise Technologies
New York
$226K -$7.59K -320 -3%
ASN
346
Advisory Services Network
Georgia
$218K +$221K +9,295 New
GLA
347
Good Life Advisors
Pennsylvania
$214K +$217K +9,131 New
NAMNJ
348
NorthStar Asset Management (New Jersey)
New Jersey
$214K +$15.1K +636 +8%
FA
349
FSA Advisors
Michigan
$211K -$18.4K -777 -8%
WIA
350
World Investment Advisors
California
$211K -$25.2K -1,061 -11%