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State Street SPDR Portfolio High Yield Bond ETF

454 hedge funds and large institutions have $5.93B invested in State Street SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 237 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 113

78% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 37

51% more call options, than puts

Call options by funds: $262K | Put options by funds: $174K

36% more capital invested

Capital invested by funds: $4.36B → $5.93B (+$1.57B)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4% more funds holding

Funds holding: 437454 (+17)

3.17% more ownership

Funds ownership: 64.93%68.09% (+3.2%)

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
66
Increased
237
Reduced
113
Closed
37
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
101
Mariner
Kansas
$5.95M +$2.11M +89,357 +54%
AC
102
Apella Capital
Connecticut
$5.66M +$5.34M +225,797 +1,103%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$5.45M +$281K +11,887 +5%
P
104
&Partners
Tennessee
$5.26M +$724K +30,645 +16%
IPW
105
Impact Partnership Wealth
Georgia
$4.99M +$132K +5,578 +3%
DAS
106
Diversify Advisory Services
Utah
$4.95M -$52M -2,201,227 -91%
PWM
107
Perigon Wealth Management
California
$4.84M +$311K +13,154 +7%
ZIM
108
Zacks Investment Management
Illinois
$4.83M +$21.9K +925 +0.5%
MWM
109
Meridian Wealth Management
Kentucky
$4.79M +$717K +30,325 +17%
HI
110
Horizon Investments
North Carolina
$4.78M +$159K +6,744 +2%
FCA
111
FLC Capital Advisors
California
$4.76M +$119K +5,029 +3%
MFG
112
Marmo Financial Group
Tennessee
$4.76M +$2.08M +88,069 +77%
FAG
113
Financial Architects (Georgia)
Georgia
$4.72M +$98K +4,145 +2%
PWM
114
Prosperity Wealth Management
California
$4.66M +$4.24M +179,630 +921%
SMM
115
Stadion Money Management
Georgia
$4.49M -$320K -13,533 -7%
FLA
116
Financial Life Advisors
Texas
$4.46M +$4.5M +190,634 New
RIG
117
RiverFront Investment Group
Virginia
$4.38M +$4.42M +187,104 New
AWA
118
Alaska Wealth Advisors
Alaska
$4.18M -$316K -13,360 -7%
SA
119
Sanctuary Advisors
Indiana
$4.1M +$127K +5,365 +3%
BIG
120
Bush Investment Group
Georgia
$4.01M +$92K +3,895 +2%
FHA
121
Flagship Harbor Advisors
Massachusetts
$4M -$435K -18,416 -10%
CPSC
122
Carl P. Sherr & Co
Massachusetts
$3.88M +$1.46M +61,787 +60%
HWMG
123
Hurlow Wealth Management Group
Indiana
$3.82M +$249K +10,548 +7%
HPC
124
Hobart Private Capital
North Carolina
$3.81M +$3.08M +130,438 +406%
CLGM
125
Capitolis Liquid Global Markets
New York
$3.73M +$3.76M +159,300 New