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State Street SPDR Portfolio High Yield Bond ETF

40 hedge funds and large institutions have $24.6M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

11% less funds holding

Funds holding: 4540 (-5)

16.95% less ownership

Funds ownership: 43.22%26.27% (-17%)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

43% less capital invested

Capital invested by funds: $43.5M → $24.6M (-$18.9M)

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Cabana LLC
Arkansas
$32K +$31.2K +1,303 New
PA
27
Procyon Advisors
Connecticut
$22K
RIM
28
Rockbridge Investment Management
New York
$21K +$20.3K +850 New
LFG
29
LifePlan Financial Group
Ohio
$19K
GFPC
30
Global Financial Private Client
Florida
$17.8K -$26.3K -1,099 -60%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$15K +$14.5K +606 New
AIC
32
Archer Investment Corporation
Indiana
$14.5K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$10K -$4.21K -176 -31%
FHA
34
Flagship Harbor Advisors
Massachusetts
$8K
FWM
35
Focused Wealth Management
New York
$7K -$4.97K -208 -42%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$4K
JG
37
Jefferies Group
New York
$2.4K +$2.34M +98,000 New
US Bancorp
38
US Bancorp
Minnesota
$2K
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$837 -35 -54%
FTUS
40
Flow Traders U.S.
New York
-$11.6M -515,363 Closed
Jane Street
41
Jane Street
New York
-$10.9M -484,163 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$2.01M -89,135 Closed
KWA
43
KCS Wealth Advisory
California
-$494K -21,899 Closed
SSWM
44
Sheets Smith Wealth Management
North Carolina
-$350K -15,535 Closed
APW
45
Aurora Private Wealth
New Jersey
-$338K -14,971 Closed
AIS
46
Accurate Investment Solutions
Pennsylvania
-$171K -7,588 Closed
PA
47
Parallel Advisors
California
-$91K -4,045 Closed
UBS Group
48
UBS Group
Switzerland
-$42K -1,895 Closed
GSWM
49
Golden State Wealth Management
California
-$23K -1,028 Closed
AIC
50
Ameritas Investment Company
Nebraska
-$22K -993 Closed