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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
DWM
426
Dogwood Wealth Management
Kansas
$5.05K +$5.1K +215 New
DJSG
427
D.J. St. Germain
Massachusetts
$4.94K +$5.01K +211 New
AWM
428
Angeles Wealth Management
California
$4.08K
RCM
429
Raleigh Capital Management
North Carolina
$4.01K
SHF
430
Safe Harbor Fiduciary
Florida
$3.52K -$214 -9 -6%
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.38K +$3.42K +144 New
AAP
432
Arax Advisory Partners
Colorado
$2.68K +$617 +26 +30%
NMG
433
New Millennium Group
Utah
$1.74K +$1.76K +74 New
SL
434
Salomon & Ludwin
Virginia
$1.57K +$1.59K +67 New
RFA
435
Reyes Financial Architecture
California
$1.39K +$1.4K +59 New
VWM
436
Vermillion Wealth Management
Minnesota
$1.31K +$1.33K +56 New
APCM
437
Alaska Permanent Capital Management
Alaska
$282
NS
438
NBC Securities
Alabama
$228 -$229K -9,661 -100%
CPG
439
Cornerstone Planning Group
New Jersey
$2
TC
440
Toews Corporation
New Jersey
-$54.1M -2,250,100 Closed
SA
441
SAM Advisors
California
-$14M -583,671 Closed
G
442
GenTrust
Florida
-$5.75M -239,042 Closed
VAG
443
VisionPoint Advisory Group
Texas
-$3.05M -126,857 Closed
LEFP
444
Leading Edge Financial Planning
Tennessee
-$2.93M -122,024 Closed
RIM
445
Redwood Investment Management
Arizona
-$2.43M -100,985 Closed
OMC
446
Old Mission Capital
Illinois
-$1.25M -51,869 Closed
Schroder Investment Management Group
447
Schroder Investment Management Group
United Kingdom
-$750K -31,168 Closed
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
-$680K -28,290 Closed
CGF
449
Constant Guidance Financial
Massachusetts
-$629K -26,150 Closed
BWP
450
Balboa Wealth Partners
Arizona
-$592K -24,608 Closed