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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
26
BOK Financial
Oklahoma
$30.1M +$1.75M +74,270 +6%
MERSOM
27
Municipal Employees' Retirement System of Michigan
Michigan
$29.8M -$5.6M -237,467 -16%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$28.9M +$4.99M +211,585 +21%
DF
29
Donoghue Forlines
Massachusetts
$27.6M -$8.2M -347,659 -23%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.3M +$16.3M +689,958 +293%
RH
31
RFG Holdings
Texas
$21.6M +$848K +35,932 +4%
Goldman Sachs
32
Goldman Sachs
New York
$20.9M +$18.8M +796,242 +1,083%
B
33
Bensler
Washington
$20.3M +$2.37M +100,575 +14%
KBFS
34
Kohmann Bosshard Financial Services
Ohio
$19.9M +$350K +14,811 +2%
SPWG
35
Syntegra Private Wealth Group
Missouri
$19.6M +$727K +30,795 +4%
American Century Companies
36
American Century Companies
Missouri
$19.5M -$2.8M -118,790 -13%
WJA
37
Willis Johnson & Associates
Texas
$19.1M +$24.9K +1,054 +0.1%
SAG
38
SageView Advisory Group
California
$18.5M +$18.1M +768,022 New
Osaic Holdings
39
Osaic Holdings
Arizona
$18.1M +$3.62M +153,527 +26%
HP
40
Hilltop Partners
Indiana
$16.8M +$938K +39,741 +6%
AssetMark Inc
41
AssetMark Inc
California
$16.8M +$1.57M +66,373 +10%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$16.4M -$229K -9,707 -1%
OCM
43
One Capital Management
California
$16.2M +$148K +6,254 +0.9%
CA
44
Clearstead Advisors
Ohio
$15.3M +$293K +12,434 +2%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$15.1M +$1.01M +42,632 +7%
SA
46
SAM Advisors
California
$14M +$13.8M +583,671 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$13.4M +$1.25M +52,769 +10%
NL
48
NEPC LLC
Massachusetts
$12.5M -$54.6M -2,313,886 -82%
GVAG
49
Great Valley Advisor Group
Delaware
$12.2M -$18.7M -793,081 -61%
MML Investors Services
50
MML Investors Services
Massachusetts
$11.9M +$992K +42,045 +9%