We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
101
Stadion Money Management
Georgia
$4.82M -$93.8K -3,955 -2%
FCA
102
FLC Capital Advisors
California
$4.65M +$276K +11,649 +6%
FAG
103
Financial Architects (Georgia)
Georgia
$4.63M +$165K +6,935 +4%
PWM
104
Perigon Wealth Management
California
$4.59M +$1.49M +62,712 +48%
P
105
&Partners
Tennessee
$4.58M +$2.8M +117,921 +155%
BW
106
Bison Wealth
Georgia
$4.56M +$4.61M +194,136 New
AWA
107
Alaska Wealth Advisors
Alaska
$4.5M +$3.99M +168,060 +706%
FHA
108
Flagship Harbor Advisors
Massachusetts
$4.44M -$131K -5,532 -3%
MWM
109
Meridian Wealth Management
Kentucky
$4.09M +$407K +17,168 +11%
PAG
110
Private Advisor Group
New Jersey
$4.08M +$1.67M +70,244 +68%
SA
111
Sanctuary Advisors
Indiana
$4.04M -$339K -14,279 -8%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$4M +$810K +34,133 +25%
BIG
113
Bush Investment Group
Georgia
$3.93M +$92.1K +3,883 +2%
Mariner
114
Mariner
Kansas
$3.87M -$2.2M -92,575 -36%
VWM
115
Verus Wealth Management
Wisconsin
$3.6M +$3.63M +153,192 New
Citigroup
116
Citigroup
New York
$3.58M +$33.7K +1,422 +0.9%
HWMG
117
Hurlow Wealth Management Group
Indiana
$3.58M +$162K +6,824 +5%
RL
118
Rogco LP
Oklahoma
$3.45M +$79.2K +3,338 +2%
SCM
119
Sterneck Capital Management
Missouri
$3.39M +$509K +21,465 +17%
MWM
120
McNaughton Wealth Management
California
$3.2M +$41.8K +1,763 +1%
IFG
121
Independent Financial Group
California
$3.17M +$459K +19,343 +17%
AI
122
Arvest Investments
Arkansas
$3.16M +$171K +7,216 +6%
AFG
123
Atomi Financial Group
New York
$3.14M +$573K +24,166 +22%
FC
124
Fjell Capital
North Dakota
$2.99M +$3.02M +127,466 New
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$2.96M +$774K +32,642 +35%