We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

103% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 31

22% more funds holding

Funds holding: 129157 (+28)

21% more capital invested

Capital invested by funds: $305M → $368M (+$63.6M)

5.74% more ownership

Funds ownership: 40.48%46.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
51
Centaurus Financial
California
$1M +$180K +8,026 +22%
SFPG
52
Stonebridge Financial Planning Group
Florida
$987K +$200K +8,944 +25%
RWA
53
Rooted Wealth Advisors
Illinois
$971K +$973K +43,479 New
Osaic Holdings
54
Osaic Holdings
Arizona
$879K +$112K +5,015 +15%
KWS
55
Keystone Wealth Services
California
$859K +$861K +38,447 New
CAN
56
Cetera Advisor Networks
California
$851K +$853K +38,106 New
WWA
57
WCG Wealth Advisors
Nevada
$814K +$357K +15,962 +78%
BFA
58
Beaumont Financial Advisors
Massachusetts
$812K +$813K +36,325 New
SW
59
SVB Wealth
Massachusetts
$781K +$414K +18,507 +113%
IC
60
Inscription Capital
Texas
$745K +$3.2K +143 +0.4%
FM
61
Foster & Motley
Ohio
$741K +$463K +20,700 +166%
WIM
62
WealthPlan Investment Management
Nebraska
$715K +$701K +31,298 New
WP
63
WealthPLAN Partners
Nebraska
$715K +$701K +31,298 New
EDRIA
64
Edmonds Duncan Registered Investment Advisors
Kansas
$695K +$696K +31,092 New
BAM
65
BTS Asset Management
Massachusetts
$679K +$671K +29,976 New
V
66
Veritable
Delaware
$670K
MML Investors Services
67
MML Investors Services
Massachusetts
$657K +$150K +6,680 +29%
MPW
68
MA Private Wealth
California
$657K -$249K -11,125 -27%
CA
69
Cetera Advisors
Colorado
$620K -$5.98K -267 -1%
KAS
70
Kestra Advisory Services
Texas
$613K +$255K +11,399 +71%
RA
71
RFG Advisory
Alabama
$564K +$143K +6,398 +36%
AAG
72
Armstrong Advisory Group
Massachusetts
$555K +$556K +24,843 New
TC
73
Trilogy Capital
California
$531K -$74.2K -3,317 -12%
CWM
74
Collaborative Wealth Management
Florida
$521K +$24.9K +1,113 +5%
UWM
75
USAdvisors Wealth Management
Minnesota
$520K +$10.1K +451 +2%