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State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAMC
51
Asset Allocation & Management Company
Illinois
$13.2M +$2.56M +108,000 +24%
Raymond James Financial
52
Raymond James Financial
Florida
$13.1M +$13.3M +559,454 New
IGAM
53
iA Global Asset Management
Quebec, Canada
$12.9M +$13M +550,000 New
Truist Financial
54
Truist Financial
North Carolina
$12.9M +$1.96M +82,744 +18%
BWP
55
BlueStem Wealth Partners
Minnesota
$12.6M +$12.7M +535,618 New
IA
56
Inspire Advisors
Idaho
$12.1M +$4.64M +195,589 +61%
CIM
57
Confluence Investment Management
Missouri
$11.6M +$406K +17,118 +4%
FF
58
Financial Futures
New Jersey
$11.5M +$8.87M +373,686 +319%
OIA
59
OneDigital Investment Advisors
Kansas
$11.3M +$11.1M +469,521 +4,103%
DIP
60
DT Investment Partners
Pennsylvania
$11.2M +$895K +37,731 +9%
IAA
61
Independent Advisor Alliance
North Carolina
$10.9M +$11.1M +466,400 New
GVAG
62
Great Valley Advisor Group
Delaware
$10.7M -$1.2M -50,487 -10%
MAM
63
Madison Asset Management
Wisconsin
$10.5M +$10.6M +446,102 New
MIA
64
Madison Investment Advisors
Wisconsin
$10.5M +$10.6M +446,102 New
NC
65
NewSquare Capital
Pennsylvania
$10.4M -$116K -4,884 -1%
ISB
66
Iowa State Bank
Iowa
$10.2M +$1.5M +63,296 +17%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$10M +$1.85M +77,817 +23%
WC
68
Waterloo Capital
Texas
$9.6M +$339K +14,270 +4%
CAG
69
Csenge Advisory Group
Florida
$9.56M +$8.43M +355,349 +684%
PS
70
Principal Securities
Iowa
$9.47M +$2.18M +91,784 +29%
5SA
71
5th Street Advisors
Connecticut
$8.76M +$246K +10,360 +3%
AWS
72
Atria Wealth Solutions
New York
$8.61M +$3.93M +165,523 +82%
ACM
73
AlphaStar Capital Management
North Carolina
$8.58M +$8.67M +365,423 New
MOS
74
MGO One Seven
Ohio
$8.49M +$3.44M +144,873 +67%
OBWG
75
Onyx Bridge Wealth Group
New York
$8.22M +$2.34M +98,665 +39%