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State Street SPDR Portfolio High Yield Bond ETF

524 hedge funds and large institutions have $6.49B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 143

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

5% less capital invested

Capital invested by funds: $6.82B → $6.49B (-$325M)

2% less funds holding

Funds holding: 534524 (-10)

2.75% less ownership

Funds ownership: 65.6%62.85% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
524
Holders Change
-10
Holders Change %
-1.87%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
266
Reduced
143
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
HA
376
Hegarty Advisors
New York
$313K +$3.61K +153 +1%
BWP
377
BlueStem Wealth Partners
Minnesota
$307K +$21.9K +929 +8%
LOWM
378
Laurel Oak Wealth Management
New Jersey
$307K +$14.4K +609 +5%
CAM
379
Concorde Asset Management
Michigan
$302K -$464K -19,655 -60%
WAS
380
Westco Advisory Services
New York
$298K +$33K +1,400 +12%
RWM
381
Ritholtz Wealth Management
New York
$295K +$298K +12,635 New
GVCM
382
Global View Capital Management
Wisconsin
$294K -$131K -5,532 -30%
FCA
383
FLC Capital Advisors
California
$293K
DAS
384
Dynamic Advisor Solutions
Arizona
$290K +$51.5K +2,183 +21%
FPWM
385
FSB Premier Wealth Management
Iowa
$288K +$401 +17 +0.1%
HWM
386
Howard Wealth Management
Connecticut
$285K -$14.7K -623 -5%
DSA
387
Droms Strauss Advisors
Missouri
$284K +$20.7K +879 +8%
SWA
388
Sightline Wealth Advisors
Connecticut
$283K +$76.7K +3,252 +37%
LWL
389
Leo Wealth LLC
Texas
$281K +$285K +12,061 New
GAFA
390
Garton & Associates Financial Advisors
Kentucky
$272K -$257K -10,907 -48%
PFM
391
Phillips Financial Management
Indiana
$272K -$2.48K -105 -0.9%
TWP
392
Triad Wealth Partners
Kansas
$265K +$268K +11,353 New
CIAS
393
Capital Investment Advisory Services
North Carolina
$265K +$1.65K +70 +0.6%
Focus Partners Wealth
394
Focus Partners Wealth
Massachusetts
$264K +$62.9K +2,667 +31%
AWM
395
Ariadne Wealth Management
California
$263K -$18.9K -800 -7%
OC
396
Oppenheimer & Co
New York
$261K -$118K -5,016 -31%
DF
397
Dunhill Financial
United Kingdom
$257K +$260K +11,039 New
HIP
398
HUB Investment Partners
Texas
$257K -$11.8K -500 -4%
CFB
399
Cullen/Frost Bankers
Texas
$255K +$8.52K +361 +3%
HIC
400
Holderness Investments Company
North Carolina
$251K +$590 +25 +0.2%