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State Street SPDR Portfolio High Yield Bond ETF

68 hedge funds and large institutions have $105M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

85% more capital invested

Capital invested by funds: $56.7M → $105M (+$48.3M)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

33% more funds holding

Funds holding: 5168 (+17)

4.16% more ownership

Funds ownership: 32.15%36.31% (+4.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$586K +$8.48K +320 +1%
FPWM
27
FSB Premier Wealth Management
Iowa
$541K -$138K -5,190 -20%
MIAN
28
Mariner Independent Advisor Network
Kansas
$510K +$65.3K +2,464 +15%
MFGM
29
Marshall Financial Group (Maryland)
Maryland
$497K -$22.3K -840 -4%
MML Investors Services
30
MML Investors Services
Massachusetts
$461K +$9.33K +352 +2%
CWM
31
Collaborative Wealth Management
Florida
$461K +$487K +18,364 New
AWM
32
Avior Wealth Management
Nebraska
$413K +$413K +15,566 New
CG
33
Colony Group
Massachusetts
$407K -$60.6K -2,285 -13%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$340K
Osaic Holdings
35
Osaic Holdings
Arizona
$315K +$117K +4,401 +58%
RG
36
Retirement Group
California
$303K
FIA
37
Foundations Investment Advisors
Arizona
$299K +$18.7K +707 +7%
MAS
38
Madden Advisory Services
Florida
$290K -$22.3K -841 -7%
NA
39
NewEdge Advisors
Louisiana
$267K +$28.8K +1,085 +12%
WI
40
WrapManager Inc
California
$246K -$1.11K -42 -0.5%
PWM
41
Prentice Wealth Management
New York
$243K +$243K +9,157 New
Wells Fargo
42
Wells Fargo
California
$218K
RJA
43
Raymond James & Associates
Florida
$218K +$217K +8,194 New
CC
44
Cedar Capital
Illinois
$209K +$208K +7,860 New
SSWM
45
Sheets Smith Wealth Management
North Carolina
$207K -$2.15K -81 -1%
BMD
46
Better Money Decisions
New Mexico
$190K +$189K +7,146 New
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$104K +$104K +3,916 New
SFS
48
Sowell Financial Services
Arkansas
$66K +$10.8K +409 +20%
APA
49
American Portfolios Advisors
New York
$61.1K
SWM
50
Spire Wealth Management
Virginia
$45K +$45K +1,697 New