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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
CPG
451
Cornerstone Planning Group
New Jersey
$855 +$874 +37 New
T
452
Tidemark
California
$632 +$638 +27 New
APCM
453
Alaska Permanent Capital Management
Alaska
$281
PPWM
454
PFG Private Wealth Management
Florida
$234 +$236 +10 New
CAWM
455
Capital A Wealth Management
Pennsylvania
$141 -$9.55K -404 -99%
IAA
456
Independent Advisor Alliance
North Carolina
-$10.9M -466,400 Closed
CPW
457
Crestmont Private Wealth
Texas
-$6.18M -263,214 Closed
FC
458
Fjell Capital
North Dakota
-$2.99M -127,466 Closed
JWCA
459
J.W. Cole Advisors
Florida
-$2.06M -87,983 Closed
SWM
460
Stark Wealth Management
Pennsylvania
-$1.63M -69,648 Closed
SI
461
Severin Investments
Missouri
-$1.57M -66,833 Closed
DIM
462
Delta Investment Management
California
-$1.44M -61,542 Closed
CFGS
463
Concourse Financial Group Securities
Alabama
-$823K -34,649 Closed
HOWA
464
Heritage Oak Wealth Advisors
Florida
-$812K -34,595 Closed
MWA
465
Midland Wealth Advisors
Illinois
-$736K -31,376 Closed
Jane Street
466
Jane Street
New York
-$419K -17,868 Closed
BAM
467
Belpointe Asset Management
Nevada
-$393K -16,532 Closed
SL
468
SWMG LLC
Texas
-$377K -15,895 Closed
GVCM
469
Global View Capital Management
Wisconsin
-$318K -13,499 Closed
EP
470
Essential Planning
New Hampshire
-$314K -13,240 Closed
Mercer Global Advisors
471
Mercer Global Advisors
Colorado
-$304K -12,951 Closed
CAP
472
Columbia Advisory Partners
Washington
-$302K -12,878 Closed
KPWS
473
Kestra Private Wealth Services
Texas
-$255K -10,872 Closed
MA
474
MONECO Advisors
Connecticut
-$237K -10,102 Closed
NG
475
Novem Group
New York
-$229K -9,746 Closed