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State Street SPDR Portfolio High Yield Bond ETF

45 hedge funds and large institutions have $43.5M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

41% more capital invested

Capital invested by funds: $30.8M → $43.5M (+$12.6M)

25% more funds holding

Funds holding: 3645 (+9)

7.04% more ownership

Funds ownership: 36.18%43.22% (+7%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
7
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$91K +$102K +4,045 New
Wells Fargo
27
Wells Fargo
California
$55K +$62K +2,453 New
CFG
28
Capstone Financial Group
Oklahoma
$44K -$4.3K -170 -8%
UBS Group
29
UBS Group
Switzerland
$42K -$865K -34,213 -95%
GFPC
30
Global Financial Private Client
Florida
$40.4K
SFS
31
Sowell Financial Services
Arkansas
$36K +$40.9K +1,618 New
GSWM
32
Golden State Wealth Management
California
$23K +$26K +1,028 New
AIC
33
Ameritas Investment Company
Nebraska
$22K +$25.1K +993 New
PA
34
Procyon Advisors
Connecticut
$20K +$22.7K +900 New
LFG
35
LifePlan Financial Group
Ohio
$17K
AIC
36
Archer Investment Corporation
Indiana
$13K +$14.9K +591 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$12K +$657 +26 +5%
FWM
38
Focused Wealth Management
New York
$11K +$25 +1 +0.2%
FHA
39
Flagship Harbor Advisors
Massachusetts
$8K
SIM
40
Sonora Investment Management
Arizona
$7K +$7.58K +300 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$4K
MA
42
MUFG Americas
New York
$4K +$4.07K +161 New
US Bancorp
43
US Bancorp
Minnesota
$2K -$14K -555 -85%
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1.64K +65 New
MAG
45
Mokosak Advisory Group
Iowa
-$3.88M -147,013 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$2.03M -76,856 Closed
CP
47
Cumberland Partners
Ontario, Canada
-$1.28M -48,500 Closed
JFA
48
Johanson Financial Advisors
California
-$971K -25,586 Closed
PAG
49
Private Advisor Group
New Jersey
-$511K -19,368 Closed
WWM
50
WT Wealth Management
Arizona
-$355K -13,500 Closed