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State Street SPDR Portfolio High Yield Bond ETF

25 hedge funds and large institutions have $30.4M invested in State Street SPDR Portfolio High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $27.9M → $30.4M (+$2.48M)

3.39% more ownership

Funds ownership: 42.74%46.12% (+3.4%)

11% less funds holding

Funds holding: 2825 (-3)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
10
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
-$58K -2,257 Closed
IWM
27
IHT Wealth Management
Illinois
-$10K -393 Closed
NC
28
NewSquare Capital
Pennsylvania
-$6K -220 Closed
FGAM
29
Financial Gravity Asset Management
Texas
-$77 -3 -15%