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State Street SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 25

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

71% more capital invested

Capital invested by funds: $1.44B → $2.45B (+$1.01B)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more funds holding

Funds holding: 207270 (+63)

2.56% more ownership

Funds ownership: 71.71%74.26% (+2.6%)

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HP
26
Hilltop Partners
Indiana
$15.4M +$3.36M +148,528 +29%
OCM
27
One Capital Management
California
$15.1M -$1.1M -48,861 -7%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$14.6M -$946K -41,888 -6%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$13.6M +$784K +34,695 +6%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$13.3M +$12.9M +569,187 New
CAN
31
Cetera Advisor Networks
California
$12.3M -$819K -36,250 -6%
CAI
32
Capital Advisors Inc
Oklahoma
$11.5M -$458K -20,256 -4%
B
33
Bensler
Washington
$11.2M +$2.48M +109,924 +30%
Truist Financial
34
Truist Financial
North Carolina
$10.8M +$9.95M +440,314 +1,926%
Osaic Holdings
35
Osaic Holdings
Arizona
$10.5M +$38.5K +1,703 +0.4%
BF
36
BOK Financial
Oklahoma
$10.4M +$10.1M +446,619 New
NC
37
NewSquare Capital
Pennsylvania
$9.86M -$55.2K -2,444 -0.6%
MML Investors Services
38
MML Investors Services
Massachusetts
$9.68M -$952K -42,125 -9%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$9.35M +$9.04M +400,000 New
VAS
40
Vestmark Advisory Solutions
Massachusetts
$9.11M +$8.8M +389,682 New
HPFG
41
Hart & Patterson Financial Group
Massachusetts
$8.88M +$8.58M +379,688 New
AWM
42
AE Wealth Management
Kansas
$7.36M +$3.63M +160,833 +105%
PMG
43
ProVise Management Group
Florida
$7.18M -$84.4K -3,734 -1%
UBS AM
44
UBS AM
Illinois
$7.15M +$6.91M +306,000 New
AAMC
45
Asset Allocation & Management Company
Illinois
$6.88M +$6.65M +294,400 New
SMM
46
Stadion Money Management
Georgia
$6.49M +$307K +13,590 +5%
Renaissance Technologies
47
Renaissance Technologies
New York
$6.41M +$4.77M +211,200 +336%
WCM
48
Winthrop Capital Management
Indiana
$6.3M +$6.09M +269,322 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$6.01M -$313K -13,871 -5%
CPW
50
Crestmont Private Wealth
Texas
$5.98M +$5.78M +255,612 New