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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
101
Heritage Oak Wealth Advisors
Florida
$2.78M +$2.77M +119,620 New
LEFP
102
Leading Edge Financial Planning
Tennessee
$2.77M +$132K +5,690 +5%
MA
103
MCF Advisors
Kentucky
$2.72M +$26K +1,124 +1%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$2.7M +$2.58M +111,549 +2,292%
AP
105
Appleton Partners
Massachusetts
$2.65M +$119K +5,156 +5%
SA
106
Sunesis Advisors
Kansas
$2.64M
HAG
107
HF Advisory Group
Maryland
$2.57M +$65K +2,805 +3%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$2.56M -$250K -10,781 -9%
MWM
109
Meridian Wealth Management
Kentucky
$2.51M +$2.5M +108,018 New
PAG
110
Private Advisor Group
New Jersey
$2.5M +$202K +8,727 +9%
MFC
111
Mechanics Financial Corp
Ohio
$2.33M +$569K +24,565 +32%
MFG
112
Marmo Financial Group
Tennessee
$2.3M +$613K +26,441 +36%
RWM
113
Revisor Wealth Management
Ohio
$2.29M -$846K -36,534 -27%
RA
114
RFG Advisory
Alabama
$2.25M -$396K -17,107 -15%
CFA
115
Cahill Financial Advisors
Minnesota
$2.21M -$278K -11,990 -11%
AWM
116
Avior Wealth Management
Nebraska
$2.19M -$89.3K -3,854 -4%
BCM
117
Brookstone Capital Management
Illinois
$2.03M +$617K +26,638 +45%
TPA
118
Trivium Point Advisory
Connecticut
$1.95M +$701K +30,246 +57%
IFA
119
Index Fund Advisors
California
$1.94M +$707K +30,532 +58%
ZIM
120
Zacks Investment Management
Illinois
$1.94M -$73.7K -3,183 -4%
CA
121
CGN Advisors
Kansas
$1.91M +$255K +11,004 +15%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$189K +8,174 +11%
NF
123
Nikulski Financial
Iowa
$1.84M -$95.5K -4,120 -5%
SW
124
Simplicity Wealth
New Jersey
$1.8M +$238K +10,271 +15%
CJ
125
Caitlin John
Michigan
$1.79M +$66.7K +2,878 +4%