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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CE
26
Cornerstone Enterprises
Wisconsin
$25.1M +$6.79M +293,206 +37%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$23M -$8.24M -355,612 -26%
State Street
28
State Street
Massachusetts
$22.8M +$20.9M +902,001 +1,128%
SAG
29
SageView Advisory Group
California
$22.2M
Barclays
30
Barclays
United Kingdom
$22.1M +$10.2M +442,191 +87%
American Century Companies
31
American Century Companies
Missouri
$21.6M +$18.8M +811,333 +692%
RH
32
RFG Holdings
Texas
$20M +$19.9M +860,975 New
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$18.9M +$1.02M +43,878 +6%
WJA
34
Willis Johnson & Associates
Texas
$18.4M +$561K +24,203 +3%
SPWG
35
Syntegra Private Wealth Group
Missouri
$18.2M +$382K +16,502 +2%
B
36
Bensler
Washington
$17.3M +$2.99M +128,851 +21%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$16M +$665K +28,685 +4%
DAS
38
Diversify Advisory Services
Utah
$15.9M -$833K -35,934 -5%
OCM
39
One Capital Management
California
$15.5M +$232K +9,996 +2%
HP
40
Hilltop Partners
Indiana
$15.3M +$3.01M +129,795 +24%
AssetMark Inc
41
AssetMark Inc
California
$14.7M +$2.5M +107,697 +21%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$14.7M +$80.9K +3,490 +0.6%
CA
43
Clearstead Advisors
Ohio
$14.5M +$14.4M +620,577 +39,755%
Osaic Holdings
44
Osaic Holdings
Arizona
$13.9M -$5.23M -225,719 -27%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$13.6M +$927K +40,006 +7%
Renaissance Technologies
46
Renaissance Technologies
New York
$12.5M +$4.16M +179,700 +50%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$11.7M -$13.6M -584,976 -54%
Truist Financial
48
Truist Financial
North Carolina
$10.9M +$1.31M +56,745 +14%
MML Investors Services
49
MML Investors Services
Massachusetts
$10.5M +$440K +19,003 +4%
NC
50
NewSquare Capital
Pennsylvania
$9.91M +$230K +9,942 +2%