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State Street SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

76% more capital invested

Capital invested by funds: $368M → $649M (+$280M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8.3% more ownership

Funds ownership: 46.22%54.52% (+8.3%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
26
Strategic Financial Planning
Texas
$4.89M +$116K +5,087 +2%
ME
27
McIlrath & Eck
Washington
$3.49M +$3.46M +151,966 New
MA
28
MCF Advisors
Kentucky
$3.4M -$54.9K -2,408 -2%
MML Investors Services
29
MML Investors Services
Massachusetts
$3.28M +$2.58M +113,203 +385%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$3.23M +$706K +31,000 +28%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.04M +$874K +38,366 +41%
HIS
32
Horizon Investment Services
Indiana
$2.98M -$91.3K -4,008 -3%
EH
33
Equitable Holdings
New York
$2.73M -$70.4K -3,089 -3%
SW
34
SVB Wealth
Massachusetts
$2.68M +$1.86M +81,588 +233%
Stifel Financial
35
Stifel Financial
Missouri
$2.57M -$22.5K -989 -0.9%
SMM
36
Stadion Money Management
Georgia
$2.46M -$82.2K -3,609 -3%
B
37
Bensler
Washington
$2.44M +$612K +26,879 +34%
RJA
38
Raymond James & Associates
Florida
$2.23M +$93.1K +4,087 +4%
ISB
39
Iowa State Bank
Iowa
$2.08M +$775K +34,011 +60%
State Street
40
State Street
Massachusetts
$2.06M +$194K +8,500 +10%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.78M +$1.5M +65,690 +551%
SSWM
42
Sheets Smith Wealth Management
North Carolina
$1.65M +$22.5K +987 +1%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.62M -$762K -33,468 -32%
Mariner
44
Mariner
Kansas
$1.56M +$1.11M +48,755 +256%
AWS
45
Atria Wealth Solutions
New York
$1.5M -$121K -5,312 -8%
IC
46
Inscription Capital
Texas
$1.48M +$708K +31,070 +93%
NF
47
Nikulski Financial
Iowa
$1.42M +$1.41M +61,730 New
CFA
48
Cahill Financial Advisors
Minnesota
$1.34M +$51K +2,237 +4%
APCM
49
Alaska Permanent Capital Management
Alaska
$1.34M -$249K -10,944 -16%
WWA
50
WCG Wealth Advisors
Nevada
$1.28M +$436K +19,151 +53%