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State Street SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 25

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

71% more capital invested

Capital invested by funds: $1.44B → $2.45B (+$1.01B)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more funds holding

Funds holding: 207270 (+63)

2.56% more ownership

Funds ownership: 71.71%74.26% (+2.6%)

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Aire Advisors
California
$5.95M -$435K -19,255 -7%
AA
52
Advisory Alpha
Michigan
$5.78M +$5.38M +238,193 +2,637%
RJA
53
Raymond James & Associates
Florida
$5.68M +$3.13M +138,465 +132%
SFP
54
Strategic Financial Planning
Texas
$5.67M +$387K +17,149 +8%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$5.55M -$6.71M -296,917 -56%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.49M +$5.31M +234,949 New
EH
57
Equitable Holdings
New York
$5.42M +$3.18M +140,741 +155%
AWM
58
Avior Wealth Management
Nebraska
$5.2M +$4.63M +204,959 +1,174%
US Bancorp
59
US Bancorp
Minnesota
$5.01M -$51K -2,255 -1%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$4.91M +$4.74M +210,000 New
HI
61
Horizon Investments
North Carolina
$4.46M +$4.31M +190,847 New
FAG
62
Financial Architects (Georgia)
Georgia
$3.94M +$3.81M +168,530 New
SAG
63
SageView Advisory Group
California
$3.68M -$1.5M -66,322 Closed
AWS
64
Atria Wealth Solutions
New York
$3.55M +$82.8K +3,664 +2%
DI
65
DFPG Investments
Utah
$3.51M +$407K +18,004 +14%
PAG
66
Private Advisor Group
New Jersey
$3.49M +$613K +27,121 +22%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$3.4M -$145K -6,421 -4%
FFA
68
Farther Finance Advisors
California
$3.36M +$2.03M +90,044 +168%
CFA
69
Cahill Financial Advisors
Minnesota
$3.24M +$1.74M +77,063 +125%
UBS Group
70
UBS Group
Switzerland
$3.18M +$2.91M +128,604 +1,781%
FCA
71
FLC Capital Advisors
California
$3.12M +$3.01M +133,308 New
Stifel Financial
72
Stifel Financial
Missouri
$2.94M +$215K +9,527 +8%
HIS
73
Horizon Investment Services
Indiana
$2.81M +$333K +14,757 +14%
MA
74
MCF Advisors
Kentucky
$2.75M -$1.23M -54,447 -32%
American Century Companies
75
American Century Companies
Missouri
$2.74M +$2.65M +117,245 New