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State Street SPDR Portfolio High Yield Bond ETF

98 hedge funds and large institutions have $206M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 8198 (+17)

5% more capital invested

Capital invested by funds: $196M → $206M (+$10.6M)

2.23% less ownership

Funds ownership: 38.52%36.29% (-2.2%)

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
37
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
51
Madden Advisory Services
Florida
$351K +$15.8K +595 +5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$320K -$20.3K -766 -6%
KAS
53
Kestra Advisory Services
Texas
$316K -$1.82M -68,733 -85%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$304K +$35.5K +1,339 +13%
PAS
55
Park Avenue Securities
New York
$293K +$22.8K +858 +8%
CWM
56
Collaborative Wealth Management
Florida
$288K +$287K +10,839 New
FIA
57
Foundations Investment Advisors
Arizona
$283K -$22.5K -847 -7%
WI
58
WrapManager Inc
California
$283K +$44.9K +1,694 +19%
PCM
59
Penserra Capital Management
California
$268K +$164K +6,183 +158%
AA
60
Advisory Alpha
Michigan
$257K +$257K +9,678 New
ESB
61
Essex Savings Bank
Connecticut
$247K
RG
62
Retirement Group
California
$239K
CG
63
Colony Group
Massachusetts
$235K -$17.9K -675 -7%
OPS
64
Orion Portfolio Solutions
Nebraska
$209K +$208K +7,850 New
SSWM
65
Sheets Smith Wealth Management
North Carolina
$206K +$398 +15 +0.2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$203K
BEI
67
Benjamin Edwards Inc
Missouri
$181K +$70.7K +2,667 +65%
WOSD
68
WFA of San Diego
California
$178K +$178K +6,705 New
AAM
69
Advisors Asset Management
Colorado
$176K +$65.2K +2,457 +59%
CA
70
CoreCap Advisors
Michigan
$120K +$119K +4,500 New
Wells Fargo
71
Wells Fargo
California
$100K -$118K -4,466 -54%
GI
72
Gradient Investments
Minnesota
$89K
APA
73
American Portfolios Advisors
New York
$87.7K -$346K -13,042 -80%
UBS Group
74
UBS Group
Switzerland
$80K +$79.5K +2,999 New
TF
75
Tompkins Financial
New York
$63K +$62.6K +2,361 New