We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

178 hedge funds and large institutions have $562M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% more funds holding

Funds holding: 167178 (+11)

3.58% less ownership

Funds ownership: 54.52%50.93% (-3.6%)

13% less capital invested

Capital invested by funds: $649M → $562M (-$86.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
51
Sheets Smith Wealth Management
North Carolina
$1.67M +$24.2K +1,068 +1%
JSA
52
Jacobson & Schmitt Advisors
Wisconsin
$1.63M +$1.62M +71,492 New
Mariner
53
Mariner
Kansas
$1.61M +$63.9K +2,814 +4%
FIM
54
Freedom Investment Management
Connecticut
$1.58M +$1.57M +69,184 New
CFA
55
Cahill Financial Advisors
Minnesota
$1.38M +$46.8K +2,062 +4%
CAN
56
Cetera Advisor Networks
California
$1.27M +$138K +6,094 +12%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.27M +$1.26M +55,411 New
WWA
58
WCG Wealth Advisors
Nevada
$1.25M -$19.4K -855 -2%
DI
59
DFPG Investments
Utah
$1.23M +$817K +36,020 +204%
Citigroup
60
Citigroup
New York
$1.21M +$588K +25,906 +96%
FEM
61
Fulcrum Equity Management
Texas
$1.2M +$1.2M +52,734 New
KWS
62
Keystone Wealth Services
California
$1.19M +$148K +6,533 +14%
FM
63
Foster & Motley
Ohio
$1.15M +$144K +6,332 +14%
CF
64
Centaurus Financial
California
$1.15M +$147K +6,499 +15%
MWM
65
McNaughton Wealth Management
California
$1.12M +$1.11M +48,947 New
SAG
66
SageView Advisory Group
California
$1.1M +$763K +33,606 +233%
CFD
67
Creative Financial Designs
Indiana
$1.09M +$1.08M +47,539 New
WS
68
Wedbush Securities
California
$1.08M +$827K +36,446 +334%
AAG
69
Armstrong Advisory Group
Massachusetts
$1.03M +$133K +5,856 +15%
NA
70
NewEdge Advisors
Louisiana
$1.01M +$106K +4,691 +12%
SW
71
SVB Wealth
Massachusetts
$994K -$1.66M -73,013 -63%
HP
72
Hilltop Partners
Indiana
$982K -$10.8M -477,468 -92%
JP Morgan Chase
73
JP Morgan Chase
New York
$973K +$306K +13,473 +46%
RWM
74
Revisor Wealth Management
Ohio
$885K +$126K +5,544 +17%
EDRIA
75
Edmonds Duncan Registered Investment Advisors
Kansas
$764K +$31.1K +1,370 +4%