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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Meridian Wealth Management
Kentucky
$3.78M +$1.16M +49,045 +45%
Citigroup
102
Citigroup
New York
$3.64M +$330K +13,964 +10%
HWMG
103
Hurlow Wealth Management Group
Indiana
$3.5M +$3.43M +145,547 New
RL
104
Rogco LP
Oklahoma
$3.46M +$6.96K +295 +0.2%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$3.28M +$468K +19,849 +17%
MWM
106
McNaughton Wealth Management
California
$3.23M +$86.8K +3,680 +3%
HI
107
Horizon Investments
North Carolina
$3.16M +$76.6K +3,248 +2%
PWM
108
Perigon Wealth Management
California
$3.15M -$153K -6,502 -5%
AI
109
Arvest Investments
Arkansas
$3.07M -$87K -3,685 -3%
VAG
110
VisionPoint Advisory Group
Texas
$3.05M +$72.8K +3,083 +2%
SCM
111
Sterneck Capital Management
Missouri
$2.96M -$32.6K -1,383 -1%
LEFP
112
Leading Edge Financial Planning
Tennessee
$2.93M +$67.4K +2,855 +2%
MA
113
MCF Advisors
Kentucky
$2.83M +$9.2K +390 +0.3%
HAG
114
HF Advisory Group
Maryland
$2.82M +$164K +6,941 +6%
FF
115
Financial Futures
New Jersey
$2.82M +$2.77M +117,193 New
AP
116
Appleton Partners
Massachusetts
$2.8M +$56.6K +2,397 +2%
IFG
117
Independent Financial Group
California
$2.78M +$1.17M +49,597 +75%
SA
118
Sunesis Advisors
Kansas
$2.73M
MFG
119
Marmo Financial Group
Tennessee
$2.71M +$328K +13,885 +14%
FIA
120
Foundations Investment Advisors
Arizona
$2.7M +$2.25M +95,557 +577%
QP
121
Quartz Partners
New York
$2.68M +$2.63M +111,490 New
AFG
122
Atomi Financial Group
New York
$2.63M +$844K +35,774 +49%
MFC
123
Mechanics Financial Corp
Ohio
$2.57M +$158K +6,683 +7%
PAG
124
Private Advisor Group
New Jersey
$2.49M -$89.1K -3,774 -4%
RWM
125
Revisor Wealth Management
Ohio
$2.47M +$98.1K +4,157 +4%