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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
PTC
376
Private Trust Company
Ohio
$135K
IRAG
377
Investment Research & Advisory Group
Georgia
$134K +$28.1K +1,190 +26%
CA
378
CoreCap Advisors
Michigan
$134K +$9K +381 +7%
WT
379
Whittier Trust
California
$128K +$96.3K +4,075 +292%
JHCP
380
Jackson Hole Capital Partners
Oklahoma
$121K +$122K +5,181 New
MBFW
381
Morton Brown Family Wealth
Pennsylvania
$119K +$121K +5,102 New
WF
382
Wayfinding Financial
Washington
$117K +$118K +5,008 New
RWA
383
Redmont Wealth Advisors
Illinois
$106K +$107K +4,529 New
WCM
384
Westend Capital Management
California
$105K +$106K +4,501 New
WT
385
Washington Trust
Rhode Island
$100K +$51.4K +2,174 +103%
BOJHT
386
Bank of Jackson Hole Trust
Wyoming
$97.8K +$10.2K +430 +12%
FFA
387
Founders Financial Alliance
North Carolina
$97.4K +$8.39K +355 +9%
HR
388
Howe & Rusling
New York
$97.2K +$31.6K +1,336 +47%
AG
389
AmeriFlex Group
Nevada
$95.8K +$307 +13 +0.3%
WWM
390
Woodside Wealth Management
Massachusetts
$93.4K +$94.3K +3,990 New
AF
391
Advisornet Financial
Minnesota
$82.8K +$15.1K +638 +22%
BFPW
392
BOK Financial Private Wealth
Colorado
$79.1K -$3.45K -146 -4%
WCM
393
WealthTrak Capital Management
Virginia
$66.4K -$856K -36,242 -93%
RIA
394
Realta Investment Advisors
Delaware
$60.9K +$2.2K +93 +4%
BWL
395
Bogart Wealth LLC
Virginia
$53.4K -$7.82K -331 -13%
TF
396
Tompkins Financial
New York
$51.8K
TWC
397
TD Waterhouse Canada
Ontario, Canada
$39.2K -$95 -4 -0.2%
CFFP
398
Center for Financial Planning
Michigan
$38.3K +$38.6K +1,635 New
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$37.9K +$22.7K +960 +145%
WA
400
Whipplewood Advisors
Colorado
$37.7K -$37.3K -1,579 -98%