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State Street SPDR Portfolio High Yield Bond ETF

524 hedge funds and large institutions have $6.49B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 143

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

5% less capital invested

Capital invested by funds: $6.82B → $6.49B (-$325M)

2% less funds holding

Funds holding: 534524 (-10)

2.75% less ownership

Funds ownership: 65.6%62.85% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
524
Holders Change
-10
Holders Change %
-1.87%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
266
Reduced
143
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
Omega Financial Group
California
$8.09M +$41.3K +1,752 +0.5%
NC
102
NewSquare Capital
Pennsylvania
$7.94M -$154K -6,514 -2%
HighTower Advisors
103
HighTower Advisors
Illinois
$7.9M +$1.53M +64,725 +24%
MFG
104
Merit Financial Group
Georgia
$7.78M +$3.76M +159,260 +91%
AWM
105
AE Wealth Management
Kansas
$7.77M +$565K +23,930 +8%
IPW
106
Impact Partnership Wealth
Georgia
$7.7M +$3.71M +157,099 +91%
PMG
107
ProVise Management Group
Florida
$7.7M +$343K +14,545 +5%
NL
108
NEPC LLC
Massachusetts
$7.7M +$3.93M +166,683 +102%
AWA
109
Arkadios Wealth Advisors
Georgia
$7.54M -$303K -12,851 -4%
HAG
110
HighPoint Advisor Group
Illinois
$7.42M +$126K +5,320 +2%
SIS
111
Sound Income Strategies
Florida
$7.01M +$1.36M +57,606 +24%
MWP
112
Moller Wealth Partners
$6.82M +$2.56M +108,543 +59%
WC
113
Waterloo Capital
Texas
$6.75M -$2.9M -122,769 -30%
FTS
114
Fifth Third Securities
Ohio
$6.66M +$629K +26,664 +10%
GVAG
115
Great Valley Advisor Group
Delaware
$6.66M -$855K -36,246 -11%
IGAM
116
iA Global Asset Management
Quebec, Canada
$6.49M +$6.57M +278,400 New
SYBT
117
Stock Yards Bank & Trust
Kentucky
$6.4M +$2.33M +98,678 +56%
OL
118
Optas LLC
Texas
$6.24M +$88.8K +3,765 +1%
AWAU
119
Alliance Wealth Advisors (Utah)
Utah
$6.21M +$2.75M +116,408 +78%
NA
120
NewEdge Advisors
Louisiana
$6.17M +$65K +2,754 +1%
OCM
121
One Capital Management
California
$6.07M +$6.15M +260,443 New
AA
122
Aire Advisors
California
$6.07M +$115K +4,872 +2%
SIM
123
SSI Investment Management
California
$6.04M -$1.79M -75,747 -23%
SFPG
124
Stonebridge Financial Planning Group
Florida
$5.83M +$392K +16,620 +7%
CJ
125
Caitlin John
Michigan
$5.69M +$1.5M +63,533 +35%