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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
51
Confluence Investment Management
Missouri
$11.5M +$11.3M +478,935 New
Truist Financial
52
Truist Financial
North Carolina
$11.2M -$50.6K -2,146 -0.5%
AAMC
53
Asset Allocation & Management Company
Illinois
$10.9M +$3.28M +138,809 +44%
NC
54
NewSquare Capital
Pennsylvania
$10.8M +$552K +23,375 +5%
DIP
55
DT Investment Partners
Pennsylvania
$10.5M +$275K +11,640 +3%
FFA
56
Farther Finance Advisors
California
$10.4M +$3.75M +158,959 +58%
WC
57
Waterloo Capital
Texas
$9.49M +$5.87M +248,712 +170%
ISB
58
Iowa State Bank
Iowa
$8.89M +$5.7M +241,422 +188%
5SA
59
5th Street Advisors
Connecticut
$8.73M +$1.86M +78,822 +28%
HFS
60
Horizon Financial Services
North Carolina
$8.27M -$13.8K -585 -0.2%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$8.27M -$603K -25,544 -7%
State Street
62
State Street
Massachusetts
$8.06M -$15.3M -646,701 -66%
IA
63
Inspire Advisors
Idaho
$7.75M +$7.6M +322,047 New
HIS
64
Horizon Investment Services
Indiana
$7.69M +$887K +37,574 +13%
Renaissance Technologies
65
Renaissance Technologies
New York
$7.61M -$5.26M -223,100 -41%
PS
66
Principal Securities
Iowa
$7.5M +$6.68M +282,942 +979%
HPFG
67
Hart & Patterson Financial Group
Massachusetts
$7.36M -$54.8K -2,322 -0.8%
UBS AM
68
UBS AM
Illinois
$7.36M +$7.22M +306,000 New
RJA
69
Raymond James & Associates
Florida
$7.17M +$34.2K +1,448 +0.5%
OFG
70
Omega Financial Group
California
$7.1M +$6.96M +295,140 New
UBS Group
71
UBS Group
Switzerland
$6.9M +$886K +37,547 +15%
KAS
72
Kestra Advisory Services
Texas
$6.9M -$523K -22,176 -7%
WCM
73
Winthrop Capital Management
Indiana
$6.68M -$10.9K -462 -0.2%
SFP
74
Strategic Financial Planning
Texas
$6.58M +$292K +12,362 +5%
PMG
75
ProVise Management Group
Florida
$6.39M +$335K +14,186 +6%