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State Street SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

103% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 31

22% more funds holding

Funds holding: 129157 (+28)

21% more capital invested

Capital invested by funds: $305M → $368M (+$63.6M)

5.74% more ownership

Funds ownership: 40.48%46.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
101
Marshall Financial Group (Maryland)
Maryland
$262K +$22.6K +1,010 +9%
PFM
102
Phillips Financial Management
Indiana
$260K +$72.7K +3,247 +39%
MAS
103
Madden Advisory Services
Florida
$243K +$336 +15 +0.1%
WWM
104
WT Wealth Management
Arizona
$242K +$243K +10,851 New
AA
105
Advisory Alpha
Michigan
$231K -$114K -5,094 -33%
ESB
106
Essex Savings Bank
Connecticut
$225K
OPS
107
Orion Portfolio Solutions
Nebraska
$224K +$225K +10,037 New
WTC
108
WhitTier Trust Company
Nevada
$196K -$49.2K -2,200 -20%
ACA
109
Aptus Capital Advisors
Alabama
$177K -$372K -16,605 -68%
WT
110
Whittier Trust
California
$161K +$12.6K +561 +8%
WOSD
111
WFA of San Diego
California
$157K +$157K +7,015 New
IA
112
IFP Advisors
Florida
$139K +$6.87K +307 +6%
RG
113
Retirement Group
California
$133K +$133K +5,951 New
CA
114
CoreCap Advisors
Michigan
$86.5K +$86.6K +3,870 New
PTC
115
Private Trust Company
Ohio
$82K +$67.3K +3,005 +442%
Wells Fargo
116
Wells Fargo
California
$65.4K +$1.99K +89 +3%
FFA
117
Founders Financial Alliance
North Carolina
$63K +$2.75K +123 +5%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$62.6K +$59.9K +2,676 +2,158%
GRP
119
Global Retirement Partners
California
$54.7K +$4.03K +180 +8%
HR
120
Howe & Rusling
New York
$53.6K +$313 +14 +0.6%
PCM
121
Penserra Capital Management
California
$52K +$11K +490 +26%
TF
122
Tompkins Financial
New York
$49K
SWM
123
Spire Wealth Management
Virginia
$40K
NA
124
NewEdge Advisors
Louisiana
$39.5K +$91.3K +4,080 +12%
RIA
125
Realta Investment Advisors
Delaware
$38.1K +$22.5K +1,004 +143%