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State Street SPDR Portfolio High Yield Bond ETF

454 hedge funds and large institutions have $5.93B invested in State Street SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 237 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 113

78% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 37

51% more call options, than puts

Call options by funds: $262K | Put options by funds: $174K

36% more capital invested

Capital invested by funds: $4.36B → $5.93B (+$1.57B)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4% more funds holding

Funds holding: 437454 (+17)

3.17% more ownership

Funds ownership: 64.93%68.09% (+3.2%)

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
66
Increased
237
Reduced
113
Closed
37
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
351
International Assets Investment Management
Florida
$249K +$251K +10,614 New
BFG
352
Birch Financial Group
New Hampshire
$248K -$211K -8,947 -46%
NRI
353
NFP Retirement Inc
California
$248K -$149K -6,303 -37%
KFGK
354
Keystone Financial Group (Kentucky)
Kentucky
$248K
FAIM
355
Financial Advocates Investment Management
Washington
$248K -$53.9K -2,282 -18%
GLA
356
Good Life Advisors
Pennsylvania
$245K +$31.8K +1,344 +15%
AWA
357
Authentikos Wealth Advisory
California
$243K +$245K +10,365 New
KWM
358
KFG Wealth Management
Indiana
$242K -$41.7K -1,763 -15%
SFS
359
Symphony Financial Services
Ohio
$241K -$16.5K -700 -6%
CIA
360
Concurrent Investment Advisors
Florida
$239K +$35.1K +1,486 +17%
CAM
361
Cresset Asset Management
Illinois
$238K +$4.33K +183 +2%
DCM
362
Dimension Capital Management
Florida
$230K
Bank of Montreal
363
Bank of Montreal
Ontario, Canada
$226K
NAMNJ
364
NorthStar Asset Management (New Jersey)
New Jersey
$220K +$6.85K +290 +3%
AWM
365
Accel Wealth Management
Iowa
$202K +$204K +8,616 New
IWS
366
Integrity Wealth Solutions
Colorado
$202K +$203K +8,607 New
FA
367
FSA Advisors
Michigan
$201K -$9.71K -411 -5%
QCG
368
Quadrant Capital Group
Ohio
$199K +$82.7K +3,500 +70%
AAP
369
Arax Advisory Partners
Colorado
$192K +$191K +8,071 +7,080%
SPIA
370
Steward Partners Investment Advisory
New York
$176K -$2.53K -107 -1%
BGA
371
Battery Global Advisors
Massachusetts
$170K +$47.3K +2,000 +38%
SS
372
Sunbelt Securities
Texas
$168K +$1.16K +49 +0.7%
EWA
373
EverSource Wealth Advisors
Alabama
$167K
MCM
374
MAI Capital Management
Ohio
$161K -$4.07K -172 -2%
EWA
375
EP Wealth Advisors
California
$138K +$2.03K +86 +1%