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State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
26
BOK Financial
Oklahoma
$33.7M +$4.2M +177,028 +14%
MML Investors Services
27
MML Investors Services
Massachusetts
$33.3M +$21.9M +924,682 +186%
NL
28
NEPC LLC
Massachusetts
$32M +$20.1M +845,578 +163%
MERSOM
29
Municipal Employees' Retirement System of Michigan
Michigan
$30.2M +$1.16M +49,100 +4%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$23.2M +$8.55M +360,182 +57%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$22.9M -$17.6M -739,868 -43%
B
32
Bensler
Washington
$22.6M +$2.75M +115,998 +14%
RH
33
RFG Holdings
Texas
$22.4M +$1.31M +55,398 +6%
SAG
34
SageView Advisory Group
California
$21.8M +$3.84M +161,978 +21%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.3M -$386K -16,258 -2%
Victory Capital Management
36
Victory Capital Management
Texas
$21M +$20.8M +874,981 +4,375%
KBFS
37
Kohmann Bosshard Financial Services
Ohio
$20.3M +$852K +35,907 +4%
Renaissance Technologies
38
Renaissance Technologies
New York
$20M +$12.7M +534,700 +169%
SPWG
39
Syntegra Private Wealth Group
Missouri
$19.7M +$567K +23,895 +3%
State Street
40
State Street
Massachusetts
$19.6M +$11.9M +500,200 +149%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$19.1M +$6.11M +257,623 +46%
Osaic Holdings
42
Osaic Holdings
Arizona
$19M +$1.4M +59,116 +8%
American Century Companies
43
American Century Companies
Missouri
$19M
HP
44
Hilltop Partners
Indiana
$17.6M +$1.19M +50,366 +7%
AssetMark Inc
45
AssetMark Inc
California
$17.5M +$1.09M +45,862 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$17.3M +$1.37M +57,847 +9%
FFA
47
Farther Finance Advisors
California
$16.5M +$6.47M +272,892 +63%
Allspring Global Investments
48
Allspring Global Investments
North Carolina
$16.4M -$11.9M -502,428 -42%
OCM
49
One Capital Management
California
$15.9M +$24.4K +1,029 +0.2%
WJA
50
Willis Johnson & Associates
Texas
$15.6M -$3.08M -129,619 -16%