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State Street SPDR Portfolio High Yield Bond ETF

68 hedge funds and large institutions have $105M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

85% more capital invested

Capital invested by funds: $56.7M → $105M (+$48.3M)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

33% more funds holding

Funds holding: 5168 (+17)

4.16% more ownership

Funds ownership: 32.15%36.31% (+4.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
51
Newbridge Financial Services Group
Florida
$31K
RIM
52
Rockbridge Investment Management
New York
$23K
AIC
53
Ameritas Investment Company
Nebraska
$22.8K +$22.7K +857 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$16K
Citigroup
55
Citigroup
New York
$16K
AIC
56
Archer Investment Corporation
Indiana
$15.7K
GWM
57
Geneos Wealth Management
Colorado
$15K
EP
58
Eudaimonia Partners
Tennessee
$13K +$13.2K +498 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$11K -$11.7K -441 -51%
FWM
60
Focused Wealth Management
New York
$8K +$27 +1 +0.3%
HI
61
Harbour Investments
Wisconsin
$8K +$7.85K +296 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$6K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$4K
US Bancorp
64
US Bancorp
Minnesota
$3K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2K +$1.51K +57 +1,900%
ACA
66
Aptus Capital Advisors
Alabama
$1K +$530 +20 New
BBHC
67
Brown Brothers Harriman & Co
New York
$62 +$62K +2,338 New
RWA
68
Redhawk Wealth Advisors
Minnesota
-$8.21M -310,004 Closed
KAS
69
Kestra Advisory Services
Texas
-$340K -12,844 Closed
SFG
70
StrategIQ Financial Group
Indiana
-$200K -7,553 Closed
ASN
71
Advisory Services Network
Georgia
-$20K -741 Closed
DA
72
DCM Advisors
New York
-$5K -200 Closed