We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
76
Trustmark National Bank Trust Department
Mississippi
$6.22M +$673K +28,500 +12%
Mariner
77
Mariner
Kansas
$6.19M +$2.61M +110,662 +75%
NA
78
NewEdge Advisors
Louisiana
$6.19M +$1.1M +46,413 +22%
HF
79
HRT Financial
New York
$6.07M -$1.45M -61,550 -20%
CPW
80
Crestmont Private Wealth
Texas
$6.07M +$407K +17,234 +7%
OBWG
81
Onyx Bridge Wealth Group
New York
$6.05M +$5.94M +251,661 New
EH
82
Equitable Holdings
New York
$6.04M -$26.1K -1,106 -0.4%
G
83
GenTrust
Florida
$5.75M -$460K -19,474 -8%
AA
84
Aire Advisors
California
$5.62M -$410K -17,394 -7%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$5.46M +$662K +28,039 +14%
JP Morgan Chase
86
JP Morgan Chase
New York
$5.39M +$4.68M +198,457 +768%
SF
87
SWP Financial
California
$5.34M +$5.24M +222,178 New
DWM
88
Diversify Wealth Management
Utah
$5.34M +$771K +32,693 +17%
MOS
89
MGO One Seven
Ohio
$5.21M +$1.85M +78,516 +57%
SMM
90
Stadion Money Management
Georgia
$5M +$496K +21,027 +11%
ZIM
91
Zacks Investment Management
Illinois
$4.9M +$2.84M +120,249 +144%
AWS
92
Atria Wealth Solutions
New York
$4.85M +$1.71M +72,505 +56%
IPW
93
Impact Partnership Wealth
Georgia
$4.73M +$1.68M +71,043 +56%
FHA
94
Flagship Harbor Advisors
Massachusetts
$4.68M -$1.11M -46,974 -19%
AWM
95
AE Wealth Management
Kansas
$4.63M +$507K +21,479 +13%
FAG
96
Financial Architects (Georgia)
Georgia
$4.58M +$85.4K +3,620 +2%
FCA
97
FLC Capital Advisors
California
$4.49M +$184K +7,784 +4%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$4.39M +$476K +20,177 +12%
SA
99
Sanctuary Advisors
Indiana
$4.37M +$780K +33,053 +22%
BIG
100
Bush Investment Group
Georgia
$3.93M +$103K +4,358 +3%