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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
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$15.5K
DFC
402
DB Fitzpatrick & Co
Idaho
$15K
AIC
403
Archer Investment Corporation
Indiana
$14.3K
LFG
404
Larson Financial Group
Missouri
$14.1K +$14.2K +600 New
FWM
405
FLP Wealth Management
Arkansas
$13.1K +$13.2K +556 New
Fidelity Investments
406
Fidelity Investments
Massachusetts
$12.6K -$8.49K -358 -40%
FDW
407
Fourth Dimension Wealth
Ohio
$12K +$12.1K +510 New
PWA
408
Physician Wealth Advisors
Utah
$11.7K +$11.9K +500 New
GK
409
Graney & King
New York
$11.6K +$11.7K +495 New
GSWM
410
Golden State Wealth Management
California
$11.3K +$11.5K +483 New
RFS
411
Richardson Financial Services
Massachusetts
$11K -$1.69K -71 -13%
HNB
412
Huntington National Bank
Ohio
$10.7K
T
413
Transce3nd
Texas
$10.6K +$10.7K +450 New
NFSG
414
Newbridge Financial Services Group
Florida
$10.5K +$261 +11 +3%
PFBT
415
Parkside Financial Bank & Trust
Missouri
$10.1K -$9.56K -403 -48%
CAWM
416
Capital A Wealth Management
Pennsylvania
$9.62K +$9.73K +410 New
CTC
417
Central Trust Company
Missouri
$8.66K -$7.38K -311 -46%
FHA
418
First Horizon Advisors
Tennessee
$8.03K +$8.11K +342 New
PFA
419
Pathway Financial Advisers
Indiana
$7.87K +$24 +1 +0.3%
SAM
420
Smartleaf Asset Management
Massachusetts
$7.79K +$4.37K +184 +124%
VWM
421
Venturi Wealth Management
Texas
$7.51K
MCM
422
MidAtlantic Capital Management
Virginia
$6.27K +$71 +3 +1%
HPIA
423
Hamilton Point Investment Advisors
North Carolina
$6.2K +$6.26K +264 New
BlackRock
424
BlackRock
New York
$5.59K +$5.65K +238 New
SWM
425
Sanctuary Wealth Management
Idaho
$5.54K +$2.56K +108 +84%