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State Street SPDR Portfolio High Yield Bond ETF

178 hedge funds and large institutions have $562M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% more funds holding

Funds holding: 167178 (+11)

3.58% less ownership

Funds ownership: 54.52%50.93% (-3.6%)

13% less capital invested

Capital invested by funds: $649M → $562M (-$86.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
101
Peak Financial Advisors
Colorado
$428K +$426K +18,754 New
AAM
102
Advisors Asset Management
Colorado
$411K +$99.8K +4,399 +32%
BAM
103
BTS Asset Management
Massachusetts
$407K -$276K -12,147 -41%
BAM
104
Belpointe Asset Management
Nevada
$401K -$31.5K -1,387 -7%
PFM
105
Phillips Financial Management
Indiana
$386K
FPWM
106
FSB Premier Wealth Management
Iowa
$376K -$1.73K -76 -0.5%
NRI
107
NFP Retirement Inc
California
$359K +$101K +4,435 +39%
IFA
108
Index Fund Advisors
California
$352K
TC
109
TownSquare Capital
Utah
$349K +$129K +5,691 +59%
VCM
110
Virtue Capital Management
Tennessee
$348K -$236K -10,393 -40%
VT
111
Vise Technologies
New York
$348K -$22.9K -1,008 -6%
IA
112
IFP Advisors
Florida
$345K +$274K +12,071 +400%
GIA
113
Gladstone Institutional Advisory
Florida
$327K -$7.22K -318 -2%
CA
114
Continuum Advisory
Idaho
$321K +$319K +14,051 New
DLHL
115
Donald L. Hagan LLC
Florida
$321K -$446K -19,645 -58%
IW
116
Instrumental Wealth
Florida
$310K +$9.76K +430 +3%
SS
117
Sunbelt Securities
Texas
$309K +$307K +13,542 New
OMC
118
Old Mission Capital
Illinois
$301K +$299K +13,189 New
Truist Financial
119
Truist Financial
North Carolina
$286K +$284K +12,515 New
KFI
120
Key Financial Inc
Pennsylvania
$278K
MOS
121
MGO One Seven
Ohio
$276K +$274K +12,084 New
BCI
122
Brinker Capital Investments
Pennsylvania
$263K +$2.9K +128 +1%
OPS
123
Orion Portfolio Solutions
Nebraska
$263K +$2.9K +128 +1%
MAS
124
Madden Advisory Services
Florida
$248K +$272 +12 +0.1%
FAIM
125
Financial Advocates Investment Management
Washington
$247K -$363K -16,003 -60%