We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
76
Horizon Financial Services
North Carolina
$8.13M +$52.1K +2,198 +0.6%
DWM
77
Diversify Wealth Management
Utah
$7.75M +$2.5M +105,464 +47%
HIS
78
Horizon Investment Services
Indiana
$7.59M +$86.9K +3,664 +1%
UBS AM
79
UBS AM
Illinois
$7.59M +$411K +17,307 +6%
OFG
80
Omega Financial Group
California
$7.48M +$562K +23,687 +8%
JP Morgan Chase
81
JP Morgan Chase
New York
$7.37M +$2.13M +89,681 +40%
HPFG
82
Hart & Patterson Financial Group
Massachusetts
$7.36M +$180K +7,577 +2%
NA
83
NewEdge Advisors
Louisiana
$6.86M +$828K +34,905 +14%
UBS Group
84
UBS Group
Switzerland
$6.82M +$85.2K +3,590 +1%
EH
85
Equitable Holdings
New York
$6.65M +$758K +31,932 +13%
WCM
86
Winthrop Capital Management
Indiana
$6.63M +$121K +5,120 +2%
SFP
87
Strategic Financial Planning
Texas
$6.63M +$211K +8,912 +3%
AWM
88
AE Wealth Management
Kansas
$6.27M +$1.77M +74,408 +39%
CPW
89
Crestmont Private Wealth
Texas
$6.18M +$255K +10,766 +4%
PMG
90
ProVise Management Group
Florida
$6.11M -$123K -5,167 -2%
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
$6.07M
AA
92
Aire Advisors
California
$6.07M +$588K +24,802 +11%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$5.87M +$557K +23,460 +10%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$5.39M -$98.5M -4,152,973 -95%
HI
95
Horizon Investments
North Carolina
$5.28M +$2.3M +96,931 +49%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$5.22M +$4.98M +210,074 +1,688%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$5.18M +$3.14M +132,166 +149%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$5.13M +$5.18M +218,372 New
IPW
99
Impact Partnership Wealth
Georgia
$4.87M +$248K +10,447 +5%
ZIM
100
Zacks Investment Management
Illinois
$4.82M +$41.6K +1,752 +0.9%