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State Street SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 25

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

71% more capital invested

Capital invested by funds: $1.44B → $2.45B (+$1.01B)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more funds holding

Funds holding: 207270 (+63)

2.56% more ownership

Funds ownership: 71.71%74.26% (+2.6%)

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
McNaughton Wealth Management
California
$2.7M +$127K +5,627 +5%
CA
77
Cetera Advisors
Colorado
$2.64M +$812K +35,931 +47%
RA
78
RFG Advisory
Alabama
$2.62M +$1.04M +46,150 +70%
CG
79
Cynosure Group
Utah
$2.61M -$1.07M -47,450 -30%
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$2.55M +$2.11M +93,300 +585%
AI
81
Arvest Investments
Arkansas
$2.54M +$2.45M +108,549 New
NA
82
NewEdge Advisors
Louisiana
$2.54M +$1.32M +58,553 +117%
AP
83
Appleton Partners
Massachusetts
$2.46M +$2.38M +105,422 New
ISB
84
Iowa State Bank
Iowa
$2.42M +$129K +5,700 +6%
HAG
85
HF Advisory Group
Maryland
$2.42M +$34.1K +1,510 +1%
CGF
86
Constant Guidance Financial
Massachusetts
$2.34M +$2.26M +100,164 New
Mariner
87
Mariner
Kansas
$2.32M +$312K +13,826 +16%
SYBT
88
Stock Yards Bank & Trust
Kentucky
$2.32M +$2.24M +99,220 New
IPW
89
Impact Partnership Wealth
Georgia
$2.28M +$2.2M +97,292 +24,756%
SCM
90
Sterneck Capital Management
Missouri
$2.2M +$2.12M +93,936 New
Citigroup
91
Citigroup
New York
$2.17M -$14.2K -630 -0.7%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.14M +$163K +7,236 +9%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.04M +$1.98M +87,430 New
RWM
94
Revisor Wealth Management
Ohio
$2M +$122K +5,412 +7%
LEFP
95
Leading Edge Financial Planning
Tennessee
$1.94M +$1.37M +60,621 +270%
NF
96
Nikulski Financial
Iowa
$1.9M +$53.1K +2,350 +3%
SA
97
Sunesis Advisors
Kansas
$1.89M +$1.83M +81,039 New
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.89M -$3.77K -167 -0.2%
WC
99
Waterloo Capital
Texas
$1.88M -$1.17M -51,958 -39%
State Street
100
State Street
Massachusetts
$1.87M -$113K -5,000 -6%