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State Street SPDR Portfolio High Yield Bond ETF

81 hedge funds and large institutions have $196M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

31% more capital invested

Capital invested by funds: $149M → $196M (+$46.5M)

5% more funds holding

Funds holding: 7781 (+4)

1.73% more ownership

Funds ownership: 36.79%38.52% (+1.7%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Colony Group
Massachusetts
$255K -$87.4K -3,260 -26%
ESB
52
Essex Savings Bank
Connecticut
$250K
RG
53
Retirement Group
California
$241K -$54.9K -2,050 -19%
WI
54
WrapManager Inc
California
$240K +$1.39K +52 +0.6%
Wells Fargo
55
Wells Fargo
California
$220K +$804 +30 +0.4%
MFG
56
Menard Financial Group
Texas
$212K +$10.4K +387 +5%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$207K -$2.36K -88 -1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$204K -$688K -25,667 -77%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$204K +$190K +7,106 +1,343%
BMD
60
Better Money Decisions
New Mexico
$191K
AAM
61
Advisors Asset Management
Colorado
$111K +$17.3K +645 +18%
BEI
62
Benjamin Edwards Inc
Missouri
$111K +$111K +4,128 New
AWA
63
Arkadios Wealth Advisors
Georgia
$107K
PCM
64
Penserra Capital Management
California
$104K +$105K +3,904 New
GI
65
Gradient Investments
Minnesota
$90K +$89.7K +3,346 New
SWM
66
Spire Wealth Management
Virginia
$47K +$563 +21 +1%
CFGS
67
Concourse Financial Group Securities
Alabama
$36K +$36.3K +1,355 New
NFSG
68
Newbridge Financial Services Group
Florida
$31K +$107 +4 +0.3%
RIM
69
Rockbridge Investment Management
New York
$23K
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$16.9K +$16.9K +630 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$16K
Citigroup
72
Citigroup
New York
$16K
GWM
73
Geneos Wealth Management
Colorado
$15K
AIC
74
Archer Investment Corporation
Indiana
$12.9K +$12.9K +481 New
HWM
75
Holloway Wealth Management
Florida
$10K