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State Street SPDR Portfolio High Yield Bond ETF

108 hedge funds and large institutions have $249M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $206M → $249M (+$42.3M)

10% more funds holding

Funds holding: 98108 (+10)

3.5% more ownership

Funds ownership: 36.29%39.79% (+3.5%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
51
WBI Investments
New Jersey
$454K +$8.84K +346 +2%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$435K +$150K +5,880 +51%
AWM
53
Avior Wealth Management
Nebraska
$427K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$396K -$11M -428,575 -96%
DC
55
Davenport & Co
Virginia
$396K -$51.9K -2,029 -11%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$392K -$2.91K -114 -0.7%
AA
57
Advisory Alpha
Michigan
$377K +$137K +5,351 +55%
FPWM
58
FSB Premier Wealth Management
Iowa
$370K -$151K -5,927 -28%
EH
59
Equitable Holdings
New York
$363K -$161K -6,283 -30%
BAM
60
Belpointe Asset Management
Nevada
$357K +$363K +14,212 New
CFA
61
Cahill Financial Advisors
Minnesota
$348K +$354K +13,845 New
KAS
62
Kestra Advisory Services
Texas
$342K +$44.2K +1,728 +15%
MAS
63
Madden Advisory Services
Florida
$337K +$4.65K +182 +1%
SFO
64
Stokes Family Office
Louisiana
$294K +$300K +11,728 New
WI
65
WrapManager Inc
California
$282K +$15K +586 +5%
PAS
66
Park Avenue Securities
New York
$281K +$3.76K +147 +1%
FFG
67
Ford Financial Group
California
$273K +$278K +10,885 New
CA
68
Cetera Advisors
Colorado
$269K +$274K +10,705 New
BEI
69
Benjamin Edwards Inc
Missouri
$266K +$97.1K +3,799 +56%
FIA
70
Foundations Investment Advisors
Arizona
$263K -$716 -28 -0.3%
ESB
71
Essex Savings Bank
Connecticut
$234K +$1.79K +70 +0.8%
MA
72
MCF Advisors
Kentucky
$228K +$232K +9,076 New
IWC
73
Integrated Wealth Concepts
Massachusetts
$201K +$204K +8,000 New
RG
74
Retirement Group
California
$197K -$28.8K -1,125 -13%
AAM
75
Advisors Asset Management
Colorado
$177K +$11.7K +459 +7%