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State Street SPDR Portfolio High Yield Bond ETF

178 hedge funds and large institutions have $562M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% more funds holding

Funds holding: 167178 (+11)

3.58% less ownership

Funds ownership: 54.52%50.93% (-3.6%)

13% less capital invested

Capital invested by funds: $649M → $562M (-$86.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OL
76
Optas LLC
Texas
$762K -$4.15M -182,785 -85%
IC
77
Inscription Capital
Texas
$730K -$736K -32,447 -50%
TC
78
Trilogy Capital
California
$728K +$184K +8,103 +34%
RA
79
RFG Advisory
Alabama
$714K +$148K +6,517 +26%
GWSG
80
GPS Wealth Strategies Group
Colorado
$691K -$130K -5,708 -16%
UWM
81
USAdvisors Wealth Management
Minnesota
$690K +$15.6K +688 +2%
V
82
Veritable
Delaware
$685K
WP
83
WealthPLAN Partners
Nebraska
$679K -$35.8K -1,578 -5%
CWM
84
Collaborative Wealth Management
Florida
$615K +$611K +26,933 New
ATPW
85
Ashton Thomas Private Wealth
Arizona
$595K -$18K -791 -3%
JCIA
86
Jackson Creek Investment Advisors
Colorado
$591K +$8.19K +361 +1%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$586K -$229K -10,087 -28%
KAS
88
Kestra Advisory Services
Texas
$566K -$6.01K -265 -1%
WWM
89
Western Wealth Management
Colorado
$559K +$35.8K +1,578 +7%
TI
90
Tidal Investments
Wisconsin
$539K +$536K +23,609 New
AWA
91
Alaska Wealth Advisors
Alaska
$522K +$128K +5,623 +33%
PAS
92
Park Avenue Securities
New York
$512K +$65.5K +2,886 +15%
FW
93
FirstPurpose Wealth
Utah
$495K +$287K +12,650 +140%
MPW
94
MA Private Wealth
California
$479K -$23 -1 -0%
GRP
95
Global Retirement Partners
California
$472K +$382K +16,835 +438%
SS
96
Simplicity Solutions
Minnesota
$465K +$462K +20,353 New
SB
97
Strategic Blueprint
Georgia
$457K +$454K +19,991 New
TFA
98
Triad Financial Advisors
North Carolina
$450K +$1.38K +61 +0.3%
SW
99
SMART Wealth
Nebraska
$440K -$730K -32,162 -63%
EFS
100
Econ Financial Services
Pennsylvania
$439K -$14.1K -621 -3%