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State Street SPDR Portfolio High Yield Bond ETF

207 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

156% more capital invested

Capital invested by funds: $562M → $1.44B (+$875M)

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

148% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 40

20.77% more ownership

Funds ownership: 50.93%71.71% (+21%)

16% more funds holding

Funds holding: 178207 (+29)

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
51
Waterloo Capital
Texas
$2.97M +$3.01M +132,425 New
PAG
52
Private Advisor Group
New Jersey
$2.74M +$33K +1,452 +1%
OFS
53
OneAscent Financial Services
Alabama
$2.67M +$2.71M +119,238 New
Stifel Financial
54
Stifel Financial
Missouri
$2.61M +$126K +5,538 +5%
SFPG
55
Stonebridge Financial Planning Group
Florida
$2.52M -$130K -5,705 -5%
MWM
56
McNaughton Wealth Management
California
$2.46M +$1.38M +60,805 +124%
HIS
57
Horizon Investment Services
Indiana
$2.37M -$437K -19,216 -15%
RJA
58
Raymond James & Associates
Florida
$2.34M +$210K +9,235 +10%
HAG
59
HF Advisory Group
Maryland
$2.29M +$166K +7,304 +8%
JFG
60
Jefferies Financial Group
New York
$2.24M -$997K -43,874 -31%
ISB
61
Iowa State Bank
Iowa
$2.19M +$127K +5,600 +6%
Citigroup
62
Citigroup
New York
$2.1M +$927K +40,789 +77%
EH
63
Equitable Holdings
New York
$2.04M -$64K -2,818 -3%
Mariner
64
Mariner
Kansas
$1.92M +$338K +14,887 +21%
State Street
65
State Street
Massachusetts
$1.91M -$102K -4,500 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.9M +$662K +29,140 +53%
Citadel Advisors
67
Citadel Advisors
Florida
$1.82M +$1.85M +81,219 New
FHA
68
Flagship Harbor Advisors
Massachusetts
$1.81M +$93.4K +4,111 +5%
RWM
69
Revisor Wealth Management
Ohio
$1.8M +$944K +41,540 +107%
NF
70
Nikulski Financial
Iowa
$1.77M +$43.4K +1,910 +2%
JP Morgan Chase
71
JP Morgan Chase
New York
$1.73M +$786K +34,600 +81%
CA
72
Cetera Advisors
Colorado
$1.73M -$126K -5,553 -7%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.67M +$28.2K +1,241 +2%
SAG
74
SageView Advisory Group
California
$1.49M +$416K +18,297 +38%
RA
75
RFG Advisory
Alabama
$1.48M +$788K +34,701 +111%