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SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.53%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
126
Bogart Wealth LLC
Virginia
$37.2K +$32.9K +1,473 +775%
BFPW
127
BOK Financial Private Wealth
Colorado
$33.4K +$7.8K +349 +30%
BEI
128
Benjamin Edwards Inc
Missouri
$32K +$32K +1,430 New
CFGS
129
Concourse Financial Group Securities
Alabama
$30.3K
WT
130
Washington Trust
Rhode Island
$26.5K +$26.5K +1,184 New
HWA
131
HHM Wealth Advisors
Tennessee
$25.1K
TWC
132
TD Waterhouse Canada
Ontario, Canada
$22.8K +$22.8K +681 New
CIAS
133
Capital Investment Advisory Services
North Carolina
$18.5K
NFSG
134
Newbridge Financial Services Group
Florida
$18.1K +$424 +19 +2%
CAS
135
Coppell Advisory Solutions
Texas
$17.6K +$17.6K +788 New
CASC
136
Coppell Advisory Solutions Corp
Texas
$17.6K +$17.6K +788 New
CWP
137
Concord Wealth Partners
Virginia
$16.2K +$16.2K +726 New
UBS Group
138
UBS Group
Switzerland
$13.4K -$18.3K -818 -58%
Franklin Resources
139
Franklin Resources
California
$12.1K +$12.1K +542 New
AWM
140
Accurate Wealth Management
Florida
$11.2K +$11.2K +487 New
AIC
141
Archer Investment Corporation
Indiana
$10.7K
GWM
142
Geneos Wealth Management
Colorado
$8.94K +$8.94K +400 New
PAG
143
Private Advisor Group
New Jersey
$8.84K +$2.81K +125,612 +47%
RCM
144
Raleigh Capital Management
North Carolina
$8.69K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$8.27K +$8.27K +370 New
HI
146
Harbour Investments
Wisconsin
$7.15K +$1.36K +61 +24%
FWM
147
Focused Wealth Management
New York
$6.82K +$67 +3 +1%
AF
148
Advisornet Financial
Minnesota
$6.68K +$2.15K +96 +47%
MWM
149
MinichMacGregor Wealth Management
New York
$5.33K +$5.33K +238 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$5.05K