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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
51
DT Investment Partners
Pennsylvania
$9.91M +$8.01M +345,749 +428%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$8.58M -$1.28M -55,225 -13%
HFS
53
Horizon Financial Services
North Carolina
$8M +$105K +4,535 +1%
JFG
54
Jefferies Financial Group
New York
$7.71M -$20M -864,383 -72%
AAMC
55
Asset Allocation & Management Company
Illinois
$7.34M +$498K +21,500 +7%
HF
56
HRT Financial
New York
$7.3M +$7.05M +304,248 +3,086%
KAS
57
Kestra Advisory Services
Texas
$7.18M +$6.73M +290,678 +1,575%
HPFG
58
Hart & Patterson Financial Group
Massachusetts
$7.16M +$82.2K +3,550 +1%
RJA
59
Raymond James & Associates
Florida
$6.89M +$735K +31,724 +12%
5SA
60
5th Street Advisors
Connecticut
$6.6M +$4.59M +197,977 +229%
HIS
61
Horizon Investment Services
Indiana
$6.55M +$2.71M +117,024 +71%
WCM
62
Winthrop Capital Management
Indiana
$6.46M +$60.5K +2,611 +0.9%
FFA
63
Farther Finance Advisors
California
$6.27M +$1.88M +80,943 +42%
SFP
64
Strategic Financial Planning
Texas
$6.06M +$319K +13,786 +6%
G
65
GenTrust
Florida
$6.01M +$961K +41,498 +19%
EH
66
Equitable Holdings
New York
$5.86M -$36K -1,554 -0.6%
PMG
67
ProVise Management Group
Florida
$5.84M +$202K +8,708 +4%
UBS Group
68
UBS Group
Switzerland
$5.8M +$315K +13,592 +6%
AA
69
Aire Advisors
California
$5.78M -$11.7K -507 -0.2%
FHA
70
Flagship Harbor Advisors
Massachusetts
$5.61M -$122K -5,286 -2%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48M +$56.9K +2,457 +1%
CPW
72
Crestmont Private Wealth
Texas
$5.46M -$296K -12,769 -5%
TNBTD
73
Trustmark National Bank Trust Department
Mississippi
$5.34M +$463K +20,000 +10%
Stifel Financial
74
Stifel Financial
Missouri
$5.11M +$101K +4,342 +2%
NA
75
NewEdge Advisors
Louisiana
$4.9M +$1.31M +56,458 +37%