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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
OPTFSNA
376
Old Point Trust & Financial Services N A
Virginia
$56.7K +$57.3K +2,414 New
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$54K
TF
378
Tompkins Financial
New York
$51.9K
WT
379
Washington Trust
Rhode Island
$49.4K +$21.8K +919 +78%
Bank Julius Baer & Co
380
Bank Julius Baer & Co
Switzerland
$46.9K +$2.97K +125 +7%
William Blair & Company
381
William Blair & Company
Illinois
$46.9K +$41.1K +1,731 +643%
ANBT
382
American National Bank & Trust
Texas
$46.9K +$47.5K +2,000 New
PFT
383
Providence First Trust
Arizona
$46.9K +$47.5K +2,000 New
HGERS
384
Householder Group Estate & Retirement Specialist
Arizona
$44K -$16.1K -680 -26%
ACA
385
Aptus Capital Advisors
Alabama
$43.5K -$8.54K -360 -16%
TWC
386
TD Waterhouse Canada
Ontario, Canada
$39.6K -$1.99K -84 -5%
WA
387
Whipplewood Advisors
Colorado
$37.7K +$38.1K +1,607 New
UFAC
388
Urban Financial Advisory Corp
Illinois
$36.1K +$902 +38 +3%
WT
389
Whittier Trust
California
$32.7K -$59.3K -2,500 -64%
HCM
390
Hollencrest Capital Management
California
$32K
KIM
391
Kestra Investment Management
Texas
$31K +$31.4K +1,322 New
NP
392
NorthRock Partners
Minnesota
$29.9K +$498 +21 +2%
CIA
393
Cape Investment Advisory
Georgia
$29.9K +$830 +35 +3%
Q1WB
394
Quest 10 Wealth Builders
Virginia
$28.8K +$29.1K +1,226 New
TC
395
Truvestments Capital
Florida
$27.5K -$8.42K -355 -23%
HCP
396
Hexagon Capital Partners
Arkansas
$23K +$427 +18 +2%
MSS
397
Mitchell Sinkler & Starr
Pennsylvania
$18.8K +$19K +800 New
SWA
398
SOA Wealth Advisors
New York
$18K +$18.2K +767 New
Franklin Resources
399
Franklin Resources
California
$16.8K -$10.7K -453 -39%
TAM
400
Tucker Asset Management
Colorado
$16.5K