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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
SPC
451
Sigma Planning Corp
Michigan
-$518K -21,559 Closed
WAM
452
Worth Asset Management
Texas
-$505K -21,006 Closed
SCM
453
Saxony Capital Management
Missouri
-$465K -19,349 Closed
MPW
454
MGO Private Wealth
California
-$408K -16,956 Closed
SB
455
Strategic Blueprint
Georgia
-$391K -16,238 Closed
CCFM
456
Clear Creek Financial Management
Washington
-$378K -15,730 Closed
FTUS
457
Flow Traders U.S.
New York
-$365K -15,178 Closed
PA
458
PFG Advisors
Arizona
-$327K -13,584 Closed
HT
459
Headlands Technologies
Illinois
-$248K -10,312 Closed
HKIMG
460
Hutchens & Kramer Investment Management Group
Indiana
-$244K -10,218 Closed
GS
461
GTS Securities
New York
-$221K -9,186 Closed
IWS
462
Integrity Wealth Solutions
Colorado
-$211K -8,753 Closed
AWA
463
Authentikos Wealth Advisory
California
-$127K -5,274 Closed
AA
464
Ancora Advisors
Ohio
-$104K -4,306 Closed
RWM
465
Reston Wealth Management
Virginia
-$35.9K -1,494 Closed
CP
466
Castleview Partners
Texas
-$28.1K -1,167 Closed
BCMLT
467
Beacon Capital Management LLC (Tennessee)
Tennessee
-$25.6K -1,063 Closed
BBHC
468
Brown Brothers Harriman & Co
New York
-$6.01K -250 Closed
CPA
469
Capital Performance Advisors
California
-$5.82K -242 Closed
PCA
470
Providence Capital Advisors
North Carolina
-$5.12K -213 Closed
LFA
471
LGT Financial Advisors
Texas
-$4.3K -179 Closed
JFGIW
472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$3.17K -132 Closed
SSB
473
Sandy Spring Bank
Maryland
-$1.42K -59 Closed
T
474
Tidemark
California
-$649 -27 Closed