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State Street SPDR Portfolio High Yield Bond ETF

207 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

156% more capital invested

Capital invested by funds: $562M → $1.44B (+$875M)

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

148% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 40

20.77% more ownership

Funds ownership: 50.93%71.71% (+21%)

16% more funds holding

Funds holding: 178207 (+29)

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$1.41M -$507K -22,300 -26%
FM
77
Foster & Motley
Ohio
$1.4M +$273K +12,022 +24%
CFA
78
Cahill Financial Advisors
Minnesota
$1.38M +$24K +1,056 +2%
FW
79
FirstPurpose Wealth
Utah
$1.28M +$802K +35,301 +163%
WWA
80
WCG Wealth Advisors
Nevada
$1.26M +$10.4K +457 +0.8%
CF
81
Centaurus Financial
California
$1.22M +$95.3K +4,194 +8%
KWS
82
Keystone Wealth Services
California
$1.22M +$54.3K +2,388 +5%
GRP
83
Global Retirement Partners
California
$1.21M +$774K +34,089 +165%
FFA
84
Farther Finance Advisors
California
$1.2M +$1.22M +53,692 New
AAG
85
Armstrong Advisory Group
Massachusetts
$1.12M +$112K +4,924 +11%
ERSOT
86
Employees Retirement System of Texas
Texas
$1.12M
NA
87
NewEdge Advisors
Louisiana
$1.12M +$133K +5,869 +13%
CFD
88
Creative Financial Designs
Indiana
$1.07M +$1.39K +61 +0.1%
WS
89
Wedbush Securities
California
$1.06M -$159 -7 -0%
DIM
90
Delta Investment Management
California
$1.02M +$1.03M +45,379 New
TC
91
Trilogy Capital
California
$799K +$87.8K +3,863 +12%
CWM
92
Collaborative Wealth Management
Florida
$784K +$183K +8,047 +30%
TPA
93
Trivium Point Advisory
Connecticut
$770K +$797K +35,074 New
IC
94
Inscription Capital
Texas
$737K +$20.4K +897 +3%
SW
95
SVB Wealth
Massachusetts
$723K -$256K -11,278 -26%
PFO
96
Pathstone Family Office
New Jersey
$673K +$682K +30,000 New
UWM
97
USAdvisors Wealth Management
Minnesota
$671K -$10.7K -469 -2%
GWSG
98
GPS Wealth Strategies Group
Colorado
$649K -$29.4K -1,293 -4%
SS
99
Simplicity Solutions
Minnesota
$641K +$187K +8,235 +40%
WP
100
WealthPLAN Partners
Nebraska
$636K -$31.1K -1,371 -5%