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State Street SPDR Portfolio High Yield Bond ETF

108 hedge funds and large institutions have $249M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $206M → $249M (+$42.3M)

10% more funds holding

Funds holding: 98108 (+10)

3.5% more ownership

Funds ownership: 36.29%39.79% (+3.5%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
76
Wells Fargo
California
$136K +$42.9K +1,678 +45%
IA
77
IFP Advisors
Florida
$101K +$99.1K +3,877 New
GI
78
Gradient Investments
Minnesota
$84K
APA
79
American Portfolios Advisors
New York
$79.1K -$3.83K -150 -5%
BBHC
80
Brown Brothers Harriman & Co
New York
$59K
TF
81
Tompkins Financial
New York
$59K
SWM
82
Spire Wealth Management
Virginia
$45K +$383 +15 +0.8%
MFG
83
Monumental Financial Group
Maryland
$43K +$43.3K +1,695 New
CFGS
84
Concourse Financial Group Securities
Alabama
$34K
HWA
85
HHM Wealth Advisors
Tennessee
$28K
APCM
86
Alaska Permanent Capital Management
Alaska
$21K +$22K +862 New
AIP
87
Ahrens Investment Partners
Louisiana
$20K
Fidelity Investments
88
Fidelity Investments
Massachusetts
$20K +$18.9K +738 +1,538%
NFSG
89
Newbridge Financial Services Group
Florida
$19K +$179 +7 +0.9%
RIM
90
Rockbridge Investment Management
New York
$17.9K -$3.45K -135 -16%
Citigroup
91
Citigroup
New York
$15K
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$14.3K +$14.5K +568 New
GWM
93
Geneos Wealth Management
Colorado
$14K
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$14K +$14.3K +558 New
RCM
95
Raleigh Capital Management
North Carolina
$12K +$2.04K +80 +20%
AIC
96
Archer Investment Corporation
Indiana
$11.7K
MCC
97
Money Concepts Capital
Florida
$11K +$11.5K +450 New
DI
98
Disciplined Investments
Oklahoma
$9K
PFA
99
Professional Financial Advisors
Nebraska
$7K -$2.56K -100 -26%
FWM
100
Focused Wealth Management
New York
$7K +$26 +1 +0.3%