We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

103% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 31

22% more funds holding

Funds holding: 129157 (+28)

21% more capital invested

Capital invested by funds: $305M → $368M (+$63.6M)

5.74% more ownership

Funds ownership: 40.48%46.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCIA
76
Jackson Creek Investment Advisors
Colorado
$515K +$516K +23,072 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$502K +$500K +22,321 +16,534%
AWA
78
Alaska Wealth Advisors
Alaska
$483K +$484K +21,632 New
MMA
79
Miracle Mile Advisors
California
$461K -$48.6K -2,173 -10%
TFA
80
Triad Financial Advisors
North Carolina
$439K +$440K +19,642 New
Mariner
81
Mariner
Kansas
$425K -$166K -7,399 -28%
BAM
82
Belpointe Asset Management
Nevada
$421K -$1.8M -80,475 -81%
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$406K +$108K +4,804 +36%
WWM
84
Western Wealth Management
Colorado
$386K -$153K -6,857 -28%
VT
85
Vise Technologies
New York
$382K +$117K +5,248 +44%
PPP
86
Private Portfolio Partners
New Jersey
$374K -$93.6K -4,181 -20%
HP
87
Hilltop Partners
Indiana
$355K +$356K +15,897 New
PAS
88
Park Avenue Securities
New York
$335K +$30.1K +1,343 +10%
MFG
89
Merit Financial Group
Georgia
$333K +$334K +14,905 New
GIA
90
Gladstone Institutional Advisory
Florida
$326K +$326K +14,580 New
APWA
91
Atlas Private Wealth Advisors
New Jersey
$322K +$323K +14,416 New
CRI
92
Colonial River Investments
Virginia
$316K +$761 +34 +0.2%
IDA
93
Intelligence Driven Advisers
California
$312K -$1.99M -88,969 -87%
FPWM
94
FSB Premier Wealth Management
Iowa
$308K -$11.3K -504 -4%
AAM
95
Advisors Asset Management
Colorado
$299K +$68.1K +3,044 +29%
Citigroup
96
Citigroup
New York
$295K +$38.7K +1,728 +15%
FAIM
97
Financial Advocates Investment Management
Washington
$278K +$278K +12,428 New
DC
98
Davenport & Co
Virginia
$274K
Goldman Sachs
99
Goldman Sachs
New York
$272K +$273K +12,180 New
RJFSA
100
Raymond James Financial Services Advisors
Florida
$266K -$26.1K -1,166 -9%