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State Street SPDR Portfolio High Yield Bond ETF

178 hedge funds and large institutions have $562M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% more funds holding

Funds holding: 167178 (+11)

3.58% less ownership

Funds ownership: 54.52%50.93% (-3.6%)

13% less capital invested

Capital invested by funds: $649M → $562M (-$86.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.35M +$2.09M +91,934 +168%
JFG
27
Jefferies Financial Group
New York
$3.28M +$2.21M +97,221 +209%
FTUS
28
Flow Traders U.S.
New York
$3.08M +$3.06M +134,927 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$3.01M -$10.2M -448,943 -77%
MA
30
MCF Advisors
Kentucky
$3M -$375K -16,540 -11%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.99M -$265K -11,663 -8%
HIS
32
Horizon Investment Services
Indiana
$2.85M -$117K -5,151 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.78M +$1M +44,143 +57%
PAG
34
Private Advisor Group
New Jersey
$2.75M -$5.16M -227,312 -65%
SFPG
35
Stonebridge Financial Planning Group
Florida
$2.69M +$1.48M +65,354 +124%
CG
36
Cynosure Group
Utah
$2.68M +$2.67M +117,543 New
AWS
37
Atria Wealth Solutions
New York
$2.61M +$1.11M +48,817 +75%
APWA
38
Atlas Private Wealth Advisors
New Jersey
$2.53M +$1.76M +77,384 +231%
Stifel Financial
39
Stifel Financial
Missouri
$2.53M -$26.2K -1,154 -1%
MAWAG
40
Mid-American Wealth Advisory Group
Missouri
$2.52M +$2.5M +110,081 New
RJA
41
Raymond James & Associates
Florida
$2.18M -$35.8K -1,578 -2%
HAG
42
HF Advisory Group
Maryland
$2.16M +$923K +40,685 +75%
EH
43
Equitable Holdings
New York
$2.14M -$566K -24,922 -21%
ISB
44
Iowa State Bank
Iowa
$2.11M +$40.8K +1,800 +2%
State Street
45
State Street
Massachusetts
$2.04M
CA
46
CoreCap Advisors
Michigan
$2M +$1.99M +87,555 New
Renaissance Technologies
47
Renaissance Technologies
New York
$1.95M +$889K +39,152 +85%
CA
48
Cetera Advisors
Colorado
$1.89M +$1.25M +55,126 +200%
NF
49
Nikulski Financial
Iowa
$1.76M +$351K +15,485 +25%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.75M +$140K +6,179 +9%