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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
HNB
351
Huntington National Bank
Ohio
$10.9K
NFSG
352
Newbridge Financial Services Group
Florida
$10.5K +$189 +8 +2%
PFA
353
Pathway Financial Advisers
Indiana
$8.07K +$94 +4 +1%
VWM
354
Venturi Wealth Management
Texas
$7.7K +$7.55K +320 New
William Blair & Company
355
William Blair & Company
Illinois
$6.47K
MCM
356
MidAtlantic Capital Management
Virginia
$6.35K
BBHC
357
Brown Brothers Harriman & Co
New York
$6.01K +$5.9K +250 New
CPA
358
Capital Performance Advisors
California
$5.82K +$5.71K +242 New
DZ Bank
359
DZ Bank
Germany
$5.39K +$5.29K +224 New
PCA
360
Providence Capital Advisors
North Carolina
$5.12K +$5.03K +213 New
LFA
361
LGT Financial Advisors
Texas
$4.3K +$4.22K +179 New
AWM
362
Angeles Wealth Management
California
$4.18K
RCM
363
Raleigh Capital Management
North Carolina
$4.11K +$4.04K +171 New
SHF
364
Safe Harbor Fiduciary
Florida
$3.82K +$3.75K +159 New
SAM
365
Smartleaf Asset Management
Massachusetts
$3.56K +$2.9K +123 +492%
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.17K +$3.12K +132 New
SWM
367
Sanctuary Wealth Management
Idaho
$3.08K
AAP
368
Arax Advisory Partners
Colorado
$2.12K
SSB
369
Sandy Spring Bank
Maryland
$1.42K +$1.39K +59 New
IRAG
370
Investment Research & Advisory Group
Georgia
$1.08K
T
371
Tidemark
California
$649
GSEP
372
Golden State Equity Partners
California
$601 +$590 +25 New
APCM
373
Alaska Permanent Capital Management
Alaska
$288
CPG
374
Cornerstone Planning Group
New Jersey
$2 -$8.78K -372 Closed
JFG
375
Jefferies Financial Group
New York
-$7.71M -331,899 Closed