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State Street SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

103% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 31

22% more funds holding

Funds holding: 129157 (+28)

21% more capital invested

Capital invested by funds: $305M → $368M (+$63.6M)

5.74% more ownership

Funds ownership: 40.48%46.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MCF Advisors
Kentucky
$3.36M +$2.43M +108,574 +259%
HIS
27
Horizon Investment Services
Indiana
$2.99M -$1.29M -57,468 -30%
EH
28
Equitable Holdings
New York
$2.72M -$838K -37,450 -24%
Stifel Financial
29
Stifel Financial
Missouri
$2.52M +$1.41M +63,054 +126%
SMM
30
Stadion Money Management
Georgia
$2.47M -$14.7K -656 -0.6%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$2.45M +$2.45M +109,518 New
FHA
32
Flagship Harbor Advisors
Massachusetts
$2.32M +$205K +9,170 +10%
OMC
33
Old Mission Capital
Illinois
$2.24M +$1.02M +45,788 +84%
SW
34
SMART Wealth
Nebraska
$2.15M +$2.16M +96,338 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.1M +$556K +24,861 +36%
RJA
36
Raymond James & Associates
Florida
$2.07M +$1.18M +52,614 +131%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.92M +$889K +39,737 +85%
State Street
38
State Street
Massachusetts
$1.81M -$179K -8,000 -9%
B
39
Bensler
Washington
$1.78M +$1.16M +51,786 +187%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$1.59M +$1.01M +45,015 +173%
AWS
41
Atria Wealth Solutions
New York
$1.58M -$4.01M -179,010 -72%
APCM
42
Alaska Permanent Capital Management
Alaska
$1.55M +$308K +13,783 +25%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.44M +$213K +9,497 +17%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$1.28M +$1.28M +57,172 New
ISB
45
Iowa State Bank
Iowa
$1.26M +$1.26M +56,492 New
GWSG
46
GPS Wealth Strategies Group
Colorado
$1.26M +$237K +10,581 +23%
CFA
47
Cahill Financial Advisors
Minnesota
$1.26M +$197K +8,797 +19%
TW
48
Towerpoint Wealth
California
$1.06M -$299K -13,358 -22%
FFG
49
Ford Financial Group
California
$1.05M +$7.14K +319 +0.7%
HAG
50
HF Advisory Group
Maryland
$1.03M +$1.03M +45,931 New