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State Street SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

76% more capital invested

Capital invested by funds: $368M → $649M (+$280M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8.3% more ownership

Funds ownership: 46.22%54.52% (+8.3%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
101
Index Fund Advisors
California
$354K +$351K +15,417 New
TC
102
Toews Corporation
New Jersey
$345K +$342K +15,000 New
PCM
103
Penserra Capital Management
California
$343K +$287K +12,611 +536%
MFG
104
Merit Financial Group
Georgia
$338K -$4.15K -182 -1%
GIA
105
Gladstone Institutional Advisory
Florida
$336K +$1.16K +51 +0.3%
SAG
106
SageView Advisory Group
California
$331K +$328K +14,419 New
AAM
107
Advisors Asset Management
Colorado
$313K +$5.65K +248 +2%
IW
108
Instrumental Wealth
Florida
$298K +$299K +13,137 New
Wells Fargo
109
Wells Fargo
California
$298K +$229K +10,037 +343%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$290K +$288K +12,625 New
DC
111
Davenport & Co
Virginia
$282K
KFI
112
Key Financial Inc
Pennsylvania
$280K +$278K +12,184 New
OPS
113
Orion Portfolio Solutions
Nebraska
$262K +$30.7K +1,346 +13%
BCI
114
Brinker Capital Investments
Pennsylvania
$262K +$259K +11,383 New
NRI
115
NFP Retirement Inc
California
$259K +$257K +11,268 New
WS
116
Wedbush Securities
California
$251K +$248K +10,904 New
CRI
117
Colonial River Investments
Virginia
$251K -$73.8K -3,240 -23%
MAS
118
Madden Advisory Services
Florida
$250K +$159 +7 +0.1%
WWM
119
WT Wealth Management
Arizona
$249K
PIA
120
Perennial Investment Advisors
California
$245K +$243K +10,661 New
AA
121
Advisory Alpha
Michigan
$238K +$1.28K +56 +0.5%
ESB
122
Essex Savings Bank
Connecticut
$228K -$3.87K -170 -2%
TC
123
TownSquare Capital
Utah
$220K +$218K +9,573 New
WTC
124
WhitTier Trust Company
Nevada
$218K +$17K +745 +9%
BWP
125
Balboa Wealth Partners
Arizona
$215K +$213K +9,347 New