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State Street SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

76% more capital invested

Capital invested by funds: $368M → $649M (+$280M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8.3% more ownership

Funds ownership: 46.22%54.52% (+8.3%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.26M +$349K +15,343 +39%
HAG
52
HF Advisory Group
Maryland
$1.24M +$183K +8,039 +18%
SFPG
53
Stonebridge Financial Planning Group
Florida
$1.21M +$191K +8,397 +19%
SW
54
SMART Wealth
Nebraska
$1.18M -$1.02M -44,909 -47%
CAN
55
Cetera Advisor Networks
California
$1.14M +$260K +11,406 +30%
RWA
56
Rooted Wealth Advisors
Illinois
$1.12M +$122K +5,338 +12%
JFG
57
Jefferies Financial Group
New York
$1.07M +$1.06M +46,453 New
Renaissance Technologies
58
Renaissance Technologies
New York
$1.06M +$1.05M +46,048 New
KWS
59
Keystone Wealth Services
California
$1.05M +$161K +7,080 +18%
FM
60
Foster & Motley
Ohio
$1.02M +$251K +11,028 +33%
CF
61
Centaurus Financial
California
$1.01M -$25K -1,098 -2%
NA
62
NewEdge Advisors
Louisiana
$906K +$15.2K +667 +2%
AAG
63
Armstrong Advisory Group
Massachusetts
$904K +$330K +14,496 +58%
GWSG
64
GPS Wealth Strategies Group
Colorado
$826K -$464K -20,361 -36%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$822K +$303K +13,294 +59%
DLHL
66
Donald L. Hagan LLC
Florida
$774K +$767K +33,685 New
TW
67
Towerpoint Wealth
California
$771K -$320K -14,055 -30%
APWA
68
Atlas Private Wealth Advisors
New Jersey
$771K +$436K +19,153 +133%
RWM
69
Revisor Wealth Management
Ohio
$763K +$756K +33,189 New
EDRIA
70
Edmonds Duncan Registered Investment Advisors
Kansas
$737K +$22.5K +987 +3%
WP
71
WealthPLAN Partners
Nebraska
$719K +$205 +9 +0%
V
72
Veritable
Delaware
$689K
BAM
73
BTS Asset Management
Massachusetts
$689K
UWM
74
USAdvisors Wealth Management
Minnesota
$684K +$147K +6,471 +28%
CAS
75
Coppell Advisory Solutions
Texas
$673K +$658K +28,872 +3,664%