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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
VAG
401
VisionPoint Advisory Group
Texas
$247K -$2.12M -89,724 -89%
OIA
402
OneDigital Investment Advisors
Kansas
$244K -$160K -6,774 -39%
KFGK
403
Keystone Financial Group (Kentucky)
Kentucky
$244K
MFC
404
Mechanics Financial Corp
Ohio
$242K -$19K -804 -7%
FCA
405
Fortis Capital Advisors
Kansas
$241K +$37.8K +1,600 +18%
BWM
406
BCS Wealth Management
Tennessee
$240K -$201K -8,519 -45%
CW
407
CreativeOne Wealth
Kansas
$237K -$8.31K -352 -3%
SSCM
408
Spectrum Strategic Capital Management
Oregon
$236K -$1.34K -57 -0.6%
BHPW
409
Box Hill Private Wealth
Arizona
$235K -$31.7K -1,344 -12%
SHFG
410
S Harris Financial Group
Texas
$234K +$236K +10,017 New
PI
411
PFG Investments
New York
$233K +$28K +1,186 +13%
OWP
412
Obermeyer Wealth Partners
Colorado
$228K
ARC
413
Advisor Resource Council
Texas
$225K +$2.12K +90 +0.9%
Bank of Montreal
414
Bank of Montreal
Ontario, Canada
$225K
KW
415
KWB Wealth
California
$222K -$2.97K -126 -1%
SFS
416
Sowell Financial Services
Arkansas
$220K +$21.8K +923 +11%
SFWA
417
Summit Financial Wealth Advisors
Louisiana
$217K
SCA
418
Scott Capital Advisors
Oregon
$214K -$52.8K -2,239 -20%
CB
419
Centennial Bank
Arkansas
$214K
AC
420
Avory & Company
Florida
$211K +$214K +9,062 New
MW
421
Mueller Wealth
Wisconsin
$211K +$213K +9,033 New
KA
422
KLCM Advisors
Wisconsin
$209K -$19K -805 -8%
MBFW
423
Morton Brown Family Wealth
Pennsylvania
$205K +$2.41K +102 +1%
ANTB
424
AMG National Trust Bank
Colorado
$204K
PFO
425
PMG Family Office
Texas
$203K +$206K +8,717 New