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State Street SPDR Portfolio High Yield Bond ETF

98 hedge funds and large institutions have $206M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 8198 (+17)

5% more capital invested

Capital invested by funds: $196M → $206M (+$10.6M)

2.23% less ownership

Funds ownership: 38.52%36.29% (-2.2%)

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
37
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$47K +$769 +29 +2%
CFGS
77
Concourse Financial Group Securities
Alabama
$36K
HWA
78
HHM Wealth Advisors
Tennessee
$30K +$29.8K +1,125 New
RIM
79
Rockbridge Investment Management
New York
$23K
AIP
80
Ahrens Investment Partners
Louisiana
$21K +$21.2K +799 New
NFSG
81
Newbridge Financial Services Group
Florida
$20K -$10.4K -393 -34%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$20.1K +759 New
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$16K
Citigroup
84
Citigroup
New York
$16K
GWM
85
Geneos Wealth Management
Colorado
$15K
AIC
86
Archer Investment Corporation
Indiana
$12.8K
RCM
87
Raleigh Capital Management
North Carolina
$11K +$10.8K +408 New
PFA
88
Professional Financial Advisors
Nebraska
$10K +$10.3K +389 New
DI
89
Disciplined Investments
Oklahoma
$9K +$9.02K +340 New
FWM
90
Focused Wealth Management
New York
$8K +$53 +2 +0.7%
HI
91
Harbour Investments
Wisconsin
$6K -$1.27K -48 -17%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$6K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.58K +135 New
US Bancorp
94
US Bancorp
Minnesota
$3K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$1K -$27 -1 -2%
ACA
96
Aptus Capital Advisors
Alabama
$1K
BBHC
97
Brown Brothers Harriman & Co
New York
$62
CP
98
Castleview Partners
Texas
$4 +$2.81K +106 New
JP Morgan Chase
99
JP Morgan Chase
New York
-$16.8M -627,954 Closed
Barclays
100
Barclays
United Kingdom
-$12M -448,880 Closed