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State Street SPDR Portfolio High Yield Bond ETF

207 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

156% more capital invested

Capital invested by funds: $562M → $1.44B (+$875M)

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

148% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 40

20.77% more ownership

Funds ownership: 50.93%71.71% (+21%)

16% more funds holding

Funds holding: 178207 (+29)

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$10.4M +$9.93M +437,120 +1,703%
MML Investors Services
27
MML Investors Services
Massachusetts
$10.2M +$7.38M +325,003 +248%
Osaic Holdings
28
Osaic Holdings
Arizona
$9.99M +$6.79M +298,949 +204%
NC
29
NewSquare Capital
Pennsylvania
$9.51M -$79.1K -3,481 -0.8%
B
30
Bensler
Washington
$8.24M +$4.56M +200,603 +120%
Bank of America
31
Bank of America
North Carolina
$7.34M +$1.57M +68,941 +27%
PMG
32
ProVise Management Group
Florida
$6.97M +$1.84M +81,064 +35%
AA
33
Aire Advisors
California
$6.13M +$147K +6,458 +2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.08M +$3.39M +149,318 +123%
SMM
35
Stadion Money Management
Georgia
$5.92M -$3.98M -175,375 -40%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$5.4M +$5.39M +237,200 New
SFP
37
Strategic Financial Planning
Texas
$5.05M +$263K +11,559 +5%
US Bancorp
38
US Bancorp
Minnesota
$4.86M +$4.81M +211,561 +4,161%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$4.69M +$1.36M +59,993 +40%
RWA
40
Redhawk Wealth Advisors
Minnesota
$4.07M +$4.12M +181,444 New
MA
41
MCF Advisors
Kentucky
$3.86M +$924K +40,680 +31%
OL
42
Optas LLC
Texas
$3.66M +$2.95M +129,753 +389%
SA
43
Shilanski & Associates
Alaska
$3.64M +$3.69M +162,487 New
CG
44
Cynosure Group
Utah
$3.57M +$943K +41,490 +35%
ME
45
McIlrath & Eck
Washington
$3.46M +$3.5M +153,945 +50,145%
AWM
46
AE Wealth Management
Kansas
$3.43M -$1.7M -74,995 -33%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.4M -$89.4K -3,933 -3%
AWS
48
Atria Wealth Solutions
New York
$3.32M +$773K +34,025 +30%
AI
49
Atria Investments
North Carolina
$3.17M +$3.21M +141,362 New
DI
50
DFPG Investments
Utah
$2.97M +$1.8M +79,412 +148%