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State Street SPDR Portfolio High Yield Bond ETF

207 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

156% more capital invested

Capital invested by funds: $562M → $1.44B (+$875M)

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

148% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 40

20.77% more ownership

Funds ownership: 50.93%71.71% (+21%)

16% more funds holding

Funds holding: 178207 (+29)

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$616K -$136K -5,984 -18%
ATPW
102
Ashton Thomas Private Wealth
Arizona
$609K +$24.6K +1,084 +4%
JCIA
103
Jackson Creek Investment Advisors
Colorado
$582K +$1.79K +79 +0.3%
PAS
104
Park Avenue Securities
New York
$581K +$79K +3,478 +16%
KAS
105
Kestra Advisory Services
Texas
$540K -$15.8K -695 -3%
AWA
106
Alaska Wealth Advisors
Alaska
$537K +$25.8K +1,134 +5%
BWP
107
Balboa Wealth Partners
Arizona
$515K +$301K +13,246 +136%
Truist Financial
108
Truist Financial
North Carolina
$513K +$235K +10,348 +83%
LEFP
109
Leading Edge Financial Planning
Tennessee
$504K +$511K +22,473 New
WWM
110
Western Wealth Management
Colorado
$491K -$57.6K -2,536 -10%
DLHL
111
Donald L. Hagan LLC
Florida
$471K +$158K +6,962 +50%
MPW
112
MA Private Wealth
California
$470K -$23 -1 -0%
TFA
113
Triad Financial Advisors
North Carolina
$465K +$23.5K +1,036 +5%
IFA
114
Index Fund Advisors
California
$448K +$104K +4,584 +30%
Victory Capital Management
115
Victory Capital Management
Texas
$448K +$454K +20,000 New
BRWA
116
B. Riley Wealth Advisors
Florida
$443K +$449K +19,753 New
RFN
117
Redwood Financial Network
Ohio
$442K +$447K +19,693 New
SW
118
SMART Wealth
Nebraska
$441K +$8.81K +388 +2%
AAM
119
Advisors Asset Management
Colorado
$426K +$22.4K +985 +5%
CSPAM
120
Cary Street Partners Asset Management
Virginia
$410K +$416K +18,300 New
FTUS
121
Flow Traders U.S.
New York
$403K -$2.66M -116,954 -87%
BAM
122
Belpointe Asset Management
Nevada
$401K +$7.77K +342 +2%
BAM
123
BTS Asset Management
Massachusetts
$400K -$45 -2 -0%
BIA
124
Bell Investment Advisors
California
$397K +$402K +17,715 New
AWM
125
Avior Wealth Management
Nebraska
$391K +$397K +17,456 New