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State Street SPDR Portfolio High Yield Bond ETF

98 hedge funds and large institutions have $206M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 8198 (+17)

5% more capital invested

Capital invested by funds: $196M → $206M (+$10.6M)

2.23% less ownership

Funds ownership: 38.52%36.29% (-2.2%)

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
37
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
26
Columbus Macro
Pennsylvania
$1.53M +$1.52M +57,470 New
FF
27
Financial Futures
New Jersey
$1.52M +$1.52M +57,380 New
KW
28
KWB Wealth
California
$1.46M +$114K +4,287 +8%
MAWAG
29
Mid-American Wealth Advisory Group
Missouri
$1.29M +$1.29M +48,632 New
FTUS
30
Flow Traders U.S.
New York
$1.22M +$1.22M +45,988 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.16M +$1.15M +43,489 New
ACM
32
AlphaStar Capital Management
North Carolina
$864K +$77.1K +2,908 +10%
UWM
33
USAdvisors Wealth Management
Minnesota
$854K +$37.6K +1,416 +5%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$833K +$16.9K +637 +2%
Osaic Holdings
35
Osaic Holdings
Arizona
$829K +$452K +17,038 +120%
MPW
36
MA Private Wealth
California
$767K -$511K -19,279 -40%
MIAN
37
Mariner Independent Advisor Network
Kansas
$767K -$22.5K -848 -3%
RA
38
RFG Advisory
Alabama
$678K +$32.5K +1,224 +5%
IC
39
Inscription Capital
Texas
$661K -$31.7K -1,195 -5%
MMA
40
Miracle Mile Advisors
California
$587K +$6.23K +235 +1%
FPWM
41
FSB Premier Wealth Management
Iowa
$562K +$14.3K +539 +3%
EH
42
Equitable Holdings
New York
$551K +$268K +10,113 +95%
RJA
43
Raymond James & Associates
Florida
$545K +$70.1K +2,643 +15%
PWM
44
Prentice Wealth Management
New York
$545K +$132K +4,987 +32%
MML Investors Services
45
MML Investors Services
Massachusetts
$541K +$20.7K +782 +4%
WI
46
WBI Investments
New Jersey
$473K -$38.9K -1,465 -8%
DC
47
Davenport & Co
Virginia
$473K +$473K +17,816 New
AWM
48
Avior Wealth Management
Nebraska
$452K
NA
49
NewEdge Advisors
Louisiana
$419K -$5.97K -225 -1%
MFGM
50
Marshall Financial Group (Maryland)
Maryland
$418K -$1.14K -43 -0.3%