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State Street SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 25

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

71% more capital invested

Capital invested by funds: $1.44B → $2.45B (+$1.01B)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more funds holding

Funds holding: 207270 (+63)

2.56% more ownership

Funds ownership: 71.71%74.26% (+2.6%)

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
101
Hennion & Walsh Asset Management
New Jersey
$1.85M +$1.79M +79,285 New
EWA
102
Exencial Wealth Advisors
Oklahoma
$1.81M +$1.75M +77,399 New
SSWM
103
Sheets Smith Wealth Management
North Carolina
$1.72M -$18.4K -814 -1%
PWM
104
Perigon Wealth Management
California
$1.67M +$1.61M +71,242 New
FW
105
FirstPurpose Wealth
Utah
$1.65M +$307K +13,607 +24%
DIP
106
DT Investment Partners
Pennsylvania
$1.57M -$23.2M -1,025,150 -94%
FM
107
Foster & Motley
Ohio
$1.53M +$69K +3,053 +5%
SFPG
108
Stonebridge Financial Planning Group
Florida
$1.5M -$1.08M -47,950 -43%
BIA
109
Bell Investment Advisors
California
$1.44M +$989K +43,749 +247%
OL
110
Optas LLC
Texas
$1.41M -$2.32M -102,880 -63%
HA
111
Herold Advisors
New York
$1.38M +$1.34M +59,157 New
LWA
112
Lantern Wealth Advisors
New York
$1.38M +$1.34M +59,157 New
CA
113
CGN Advisors
Kansas
$1.38M +$1.33M +59,036 New
BCM
114
Brookstone Capital Management
Illinois
$1.34M +$1.3M +57,370 New
SWP
115
Stratos Wealth Partners
Ohio
$1.31M +$1.26M +55,905 New
KWS
116
Keystone Wealth Services
California
$1.27M -$6.35K -281 -0.5%
AAG
117
Armstrong Advisory Group
Massachusetts
$1.23M +$52K +2,302 +5%
Jane Street
118
Jane Street
New York
$1.17M -$161M -7,116,495 -99%
ERSOT
119
Employees Retirement System of Texas
Texas
$1.17M
Goldman Sachs
120
Goldman Sachs
New York
$1.16M +$1.12M +49,618 New
GRP
121
Global Retirement Partners
California
$1.15M -$122K -5,418 -10%
WS
122
Wedbush Securities
California
$1.11M
BFA
123
Brown Financial Advisory
Alabama
$1.09M +$1.05M +46,487 New
CFD
124
Creative Financial Designs
Indiana
$1.09M -$25.9K -1,147 -2%
DIM
125
Delta Investment Management
California
$1.07M +$12.9K +571 +1%