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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$4.63M +$4.62M +199,265 New
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$4.62M +$2.01M +86,852 +78%
RIM
78
Redwood Investment Management
Arizona
$4.51M +$4.5M +194,134 New
HI
79
Horizon Investments
North Carolina
$4.48M +$43.9K +1,894 +1%
DWM
80
Diversify Wealth Management
Utah
$4.47M +$4.46M +192,669 New
SMM
81
Stadion Money Management
Georgia
$4.34M -$2.04M -87,973 -32%
FAG
82
Financial Architects (Georgia)
Georgia
$4.34M +$177K +7,655 +4%
FCA
83
FLC Capital Advisors
California
$4.15M +$1.02M +43,928 +33%
AWM
84
AE Wealth Management
Kansas
$3.98M +$725K +31,306 +22%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$3.77M -$36.5K -1,577 -1%
BIG
86
Bush Investment Group
Georgia
$3.7M +$3.69M +159,255 New
SA
87
Sanctuary Advisors
Indiana
$3.49M +$3.49M +150,839 New
Mariner
88
Mariner
Kansas
$3.41M -$181K -7,813 -5%
WC
89
Waterloo Capital
Texas
$3.39M -$2.39M -102,988 -41%
RL
90
Rogco LP
Oklahoma
$3.33M +$237K +10,233 +8%
MOS
91
MGO One Seven
Ohio
$3.21M +$2.97M +127,986 +1,247%
PWM
92
Perigon Wealth Management
California
$3.19M +$166K +7,155 +5%
Citigroup
93
Citigroup
New York
$3.19M +$242K +10,461 +8%
AI
94
Arvest Investments
Arkansas
$3.05M +$293K +12,665 +11%
MWM
95
McNaughton Wealth Management
California
$3.04M +$238K +10,271 +9%
AWS
96
Atria Wealth Solutions
New York
$3M +$1.43M +61,757 +92%
ISB
97
Iowa State Bank
Iowa
$2.98M +$114K +4,905 +4%
IPW
98
Impact Partnership Wealth
Georgia
$2.92M +$1.14M +49,021 +64%
SCM
99
Sterneck Capital Management
Missouri
$2.89M +$509K +21,974 +21%
VAG
100
VisionPoint Advisory Group
Texas
$2.88M +$1.24M +53,429 +76%