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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
FFN
351
Focus Financial Network
Minnesota
$206K +$208K +8,757 New
CIA
352
Concurrent Investment Advisors
Florida
$205K +$207K +8,738 New
WCFA
353
Walkner Condon Financial Advisors
Wisconsin
$202K -$24.1K -1,017 -11%
NCM
354
Northwest Capital Management
Oregon
$201K +$203K +8,555 New
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$200K +$202K +8,526 New
SPIA
356
Steward Partners Investment Advisory
New York
$179K -$457K -19,278 -72%
EWA
357
EverSource Wealth Advisors
Alabama
$168K +$170K +7,148 New
SS
358
Sunbelt Securities
Texas
$167K +$2.3K +97 +1%
MCM
359
MAI Capital Management
Ohio
$166K +$168K +7,066 New
WTC
360
WhitTier Trust Company
Nevada
$158K
EWA
361
EP Wealth Advisors
California
$136K -$36.1K -1,522 -21%
PTC
362
Private Trust Company
Ohio
$135K +$23.7K +1,000 +21%
CA
363
CoreCap Advisors
Michigan
$125K +$55.6K +2,345 +79%
BGA
364
Battery Global Advisors
Massachusetts
$123K -$91.3K -3,846 -42%
QCG
365
Quadrant Capital Group
Ohio
$117K
IRAG
366
Investment Research & Advisory Group
Georgia
$106K +$106K +4,484 +9,964%
AG
367
AmeriFlex Group
Nevada
$97K +$96.7K +4,077 New
FFA
368
Founders Financial Alliance
North Carolina
$89.3K
CFG
369
Chapman Financial Group
Hawaii
$88.4K +$89.4K +3,768 New
BOJHT
370
Bank of Jackson Hole Trust
Wyoming
$86.2K +$87.1K +3,672 New
BFPW
371
BOK Financial Private Wealth
Colorado
$82.7K -$35.9K -1,515 -30%
AF
372
Advisornet Financial
Minnesota
$68K +$10.6K +447 +18%
HR
373
Howe & Rusling
New York
$66.1K +$5.39K +227 +9%
BWL
374
Bogart Wealth LLC
Virginia
$61.2K +$996 +42 +2%
RIA
375
Realta Investment Advisors
Delaware
$59.2K +$59.5K +2,509 New