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State Street SPDR Portfolio High Yield Bond ETF

77 hedge funds and large institutions have $149M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

42% more capital invested

Capital invested by funds: $105M → $149M (+$44.3M)

13% more funds holding

Funds holding: 6877 (+9)

0.48% more ownership

Funds ownership: 36.31%36.79% (+0.48%)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
33
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
26
USAdvisors Wealth Management
Minnesota
$784K +$156K +5,872 +25%
WI
27
WBI Investments
New Jersey
$683K +$677K +25,397 New
RA
28
RFG Advisory
Alabama
$660K +$45.5K +1,708 +7%
ACM
29
AlphaStar Capital Management
North Carolina
$602K +$8.23K +309 +1%
MMA
30
Miracle Mile Advisors
California
$593K -$5.27K -198 -0.9%
MML Investors Services
31
MML Investors Services
Massachusetts
$541K +$73.1K +2,745 +16%
FPWM
32
FSB Premier Wealth Management
Iowa
$536K -$11.4K -428 -2%
PAG
33
Private Advisor Group
New Jersey
$511K -$954K -35,813 -65%
OMC
34
Old Mission Capital
Illinois
$510K -$1.77M -66,629 -78%
MFGM
35
Marshall Financial Group (Maryland)
Maryland
$486K -$17.9K -671 -4%
AWM
36
Avior Wealth Management
Nebraska
$457K +$38.9K +1,461 +9%
PWM
37
Prentice Wealth Management
New York
$427K +$179K +6,735 +74%
NA
38
NewEdge Advisors
Louisiana
$426K +$155K +5,800 +58%
Osaic Holdings
39
Osaic Holdings
Arizona
$377K +$54.9K +2,060 +17%
APA
40
American Portfolios Advisors
New York
$368K +$303K +11,380 +495%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$351K +$243K +9,124 +233%
CG
42
Colony Group
Massachusetts
$344K -$68.4K -2,569 -17%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$344K
RJA
44
Raymond James & Associates
Florida
$344K +$122K +4,592 +56%
MAS
45
Madden Advisory Services
Florida
$325K +$30.2K +1,135 +10%
FIA
46
Foundations Investment Advisors
Arizona
$313K +$10.3K +385 +3%
KAS
47
Kestra Advisory Services
Texas
$312K +$310K +11,621 New
RG
48
Retirement Group
California
$297K -$9.99K -375 -3%
ESB
49
Essex Savings Bank
Connecticut
$248K +$247K +9,284 New
WI
50
WrapManager Inc
California
$240K -$9.11K -342 -4%