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State Street SPDR Portfolio High Yield Bond ETF

44 hedge funds and large institutions have $27.9M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $24.6M → $27.9M (+$3.3M)

10% more funds holding

Funds holding: 4044 (+4)

4.23% less ownership

Funds ownership: 26.27%22.03% (-4.2%)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
14
Reduced
5
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$165K +$58.5K +2,315 +55%
Wells Fargo
27
Wells Fargo
California
$160K
BCV
28
Banque Cantonale Vaudoise
Switzerland
$155K +$155K +6,115 New
SFS
29
Sowell Financial Services
Arkansas
$48K +$202 +8 +0.4%
GSWM
30
Golden State Wealth Management
California
$26K +$26K +1,029 New
RIM
31
Rockbridge Investment Management
New York
$21K
LFG
32
LifePlan Financial Group
Ohio
$19K
NFSG
33
Newbridge Financial Services Group
Florida
$19K +$19K +750 New
AIC
34
Archer Investment Corporation
Indiana
$14.9K
GWM
35
Geneos Wealth Management
Colorado
$14K +$14.4K +568 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$10K
FHA
37
Flagship Harbor Advisors
Massachusetts
$8K
FWM
38
Focused Wealth Management
New York
$7K +$51 +2 +0.7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K +$5.71K +226 New
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$5K +$5.06K +200 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$4K
US Bancorp
42
US Bancorp
Minnesota
$3K
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$126 -5 -17%
AI
44
Atria Investments
North Carolina
-$1.03M -41,931 Closed
IFWM
45
Institute for Wealth Management
Colorado
-$326K -13,297 Closed
SFG
46
StrategIQ Financial Group
Indiana
-$214K -8,713 Closed
CAAS
47
Capital Asset Advisory Services
Michigan
-$149K -5,867 Closed
CFG
48
Capstone Financial Group
Oklahoma
-$48K -1,941 Closed
PA
49
Procyon Advisors
Connecticut
-$22K -900 Closed
GFPC
50
Global Financial Private Client
Florida
-$17.8K -728 Closed