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State Street SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

76% more capital invested

Capital invested by funds: $368M → $649M (+$280M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8.3% more ownership

Funds ownership: 46.22%54.52% (+8.3%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.66%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Holding Trade Value Shares
Change
Change in
Stake
FW
126
FirstPurpose Wealth
Utah
$207K +$206K +9,029 New
RG
127
Retirement Group
California
$137K
WT
128
Whittier Trust
California
$120K -$45K -1,976 -27%
US Bancorp
129
US Bancorp
Minnesota
$117K +$114K +4,984 +4,984%
HNB
130
Huntington National Bank
Ohio
$92.3K
AAS
131
Ameritas Advisory Services
Nebraska
$91.4K +$91K +3,995 New
GRP
132
Global Retirement Partners
California
$87.4K +$31.8K +1,396 +57%
PTC
133
Private Trust Company
Ohio
$84.8K +$114 +5 +0.1%
BEI
134
Benjamin Edwards Inc
Missouri
$81K +$47.3K +2,076 +145%
IA
135
IFP Advisors
Florida
$76.9K -$54.8K -2,406 -44%
FFA
136
Founders Financial Alliance
North Carolina
$64.8K
HR
137
Howe & Rusling
New York
$53.8K -$1.34K -59 -2%
AIP
138
Ahrens Investment Partners
Louisiana
$53.8K +$53.3K +2,339 New
TF
139
Tompkins Financial
New York
$50.8K
HGERS
140
Householder Group Estate & Retirement Specialist
Arizona
$47K +$46.1K +2,025 New
SWM
141
Spire Wealth Management
Virginia
$41.4K
BFPW
142
BOK Financial Private Wealth
Colorado
$38.8K +$4.35K +191 +13%
BWL
143
Bogart Wealth LLC
Virginia
$38.6K +$342 +15 +0.9%
WT
144
Washington Trust
Rhode Island
$27.2K
HWA
145
HHM Wealth Advisors
Tennessee
$25.9K
TWC
146
TD Waterhouse Canada
Ontario, Canada
$20.2K +$4.69K +206 +30%
CIAS
147
Capital Investment Advisory Services
North Carolina
$19.1K
NFSG
148
Newbridge Financial Services Group
Florida
$18.9K +$205 +9 +1%
TRCT
149
Tower Research Capital (TRC)
New York
$18K +$18.2K +797 New
CWP
150
Concord Wealth Partners
Virginia
$14.8K -$1.84K -81 -11%