We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

108 hedge funds and large institutions have $249M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $206M → $249M (+$42.3M)

10% more funds holding

Funds holding: 98108 (+10)

3.5% more ownership

Funds ownership: 36.29%39.79% (+3.5%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$1.76M -$5.57M -217,824 -76%
KW
27
KWB Wealth
California
$1.46M
Citadel Advisors
28
Citadel Advisors
Florida
$1.4M +$1.43M +55,841 New
TW
29
Towerpoint Wealth
California
$1.23M +$1.26M +49,140 New
CRI
30
Colonial River Investments
Virginia
$1.2M -$576K -22,521 -32%
FTUS
31
Flow Traders U.S.
New York
$1.14M -$14.3K -558 -1%
Goldman Sachs
32
Goldman Sachs
New York
$1.03M +$1.04M +40,880 New
MIAN
33
Mariner Independent Advisor Network
Kansas
$827K +$108K +4,233 +15%
IC
34
Inscription Capital
Texas
$827K +$206K +8,055 +32%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$690K -$409K -16,006 -37%
CM
36
Columbus Macro
Pennsylvania
$677K -$779K -30,487 -53%
TC
37
Trilogy Capital
California
$667K +$679K +26,577 New
RA
38
RFG Advisory
Alabama
$644K +$2.84K +111 +0.4%
RJA
39
Raymond James & Associates
Florida
$640K +$128K +4,998 +24%
PWM
40
Prentice Wealth Management
New York
$600K +$88.6K +3,467 +17%
Osaic Holdings
41
Osaic Holdings
Arizona
$560K -$229K -8,968 -29%
MMA
42
Miracle Mile Advisors
California
$559K +$4.6K +180 +0.8%
UWM
43
USAdvisors Wealth Management
Minnesota
$551K -$260K -10,183 -32%
ACM
44
AlphaStar Capital Management
North Carolina
$524K -$305K -11,933 -36%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$523K +$337K +13,201 +173%
PWP
46
Personal Wealth Partners
Minnesota
$523K +$533K +20,845 New
DLHL
47
Donald L. Hagan LLC
Florida
$513K +$522K +20,440 New
NA
48
NewEdge Advisors
Louisiana
$503K +$109K +4,255 +27%
MML Investors Services
49
MML Investors Services
Massachusetts
$489K -$22.8K -892 -4%
MPW
50
MA Private Wealth
California
$457K -$272K -10,656 -37%