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State Street SPDR Portfolio High Yield Bond ETF

207 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

156% more capital invested

Capital invested by funds: $562M → $1.44B (+$875M)

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

148% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 40

20.77% more ownership

Funds ownership: 50.93%71.71% (+21%)

16% more funds holding

Funds holding: 178207 (+29)

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
126
Phillips Financial Management
Indiana
$388K +$9K +396 +2%
FPWM
127
FSB Premier Wealth Management
Iowa
$381K +$12.6K +554 +3%
AAS
128
Avantax Advisory Services
Texas
$372K +$377K +16,598 New
NRI
129
NFP Retirement Inc
California
$365K +$13.4K +592 +4%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$358K +$362K +15,951 New
VCM
131
Virtue Capital Management
Tennessee
$348K
FFS
132
Founders Financial Securities
Maryland
$348K +$352K +15,503 New
TC
133
TownSquare Capital
Utah
$338K -$4.09K -180 -1%
IA
134
IFP Advisors
Florida
$338K -$432 -19 -0.1%
FAIM
135
Financial Advocates Investment Management
Washington
$327K +$85.4K +3,758 +35%
GIA
136
Gladstone Institutional Advisory
Florida
$321K
CA
137
Continuum Advisory
Idaho
$315K
VT
138
Vise Technologies
New York
$315K -$27.2K -1,198 -8%
IW
139
Instrumental Wealth
Florida
$307K +$9.09K +400 +3%
LNC
140
Lincoln National Corp
Pennsylvania
$303K +$307K +13,514 New
GA
141
Geller Advisors
New York
$299K +$302K +13,314 New
MA
142
Mutual Advisors
Nebraska
$279K +$283K +12,444 New
KFI
143
Key Financial Inc
Pennsylvania
$273K
PFA
144
Peak Financial Advisors
Colorado
$271K -$152K -6,671 -36%
AWM
145
Accurate Wealth Management
Florida
$266K +$274K +12,078 New
Wells Fargo
146
Wells Fargo
California
$259K +$168K +7,404 +178%
BCI
147
Brinker Capital Investments
Pennsylvania
$256K -$1.82K -80 -0.7%
OPS
148
Orion Portfolio Solutions
Nebraska
$256K -$1.82K -80 -0.7%
TI
149
Trexquant Investment
Connecticut
$251K +$255K +11,212 New
Comerica Bank
150
Comerica Bank
Texas
$249K +$252K +11,097 New