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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
126
Bell Investment Advisors
California
$1.76M +$361K +15,597 +26%
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$1.73M +$1.38M +59,693 +401%
SS
128
Sound Stewardship
Kansas
$1.72M +$154K +6,651 +10%
AFG
129
Atomi Financial Group
New York
$1.71M +$1.18M +50,735 +221%
Goldman Sachs
130
Goldman Sachs
New York
$1.71M +$554K +23,904 +48%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$1.7M -$14.4K -620 -0.8%
CF
132
Convergence Financial
Missouri
$1.65M +$791K +34,137 +92%
SYBT
133
Stock Yards Bank & Trust
Kentucky
$1.59M +$51.7K +2,230 +3%
IFG
134
Independent Financial Group
California
$1.53M +$1.53M +66,061 New
AAG
135
Armstrong Advisory Group
Massachusetts
$1.53M +$311K +13,413 +26%
FM
136
Foster & Motley
Ohio
$1.5M -$29.1K -1,258 -2%
FA
137
Fiduciary Alliance
South Carolina
$1.49M +$347K +14,964 +30%
OL
138
Optas LLC
Texas
$1.43M +$36K +1,555 +3%
AI
139
Atria Investments
North Carolina
$1.41M +$1.41M +60,781 New
HA
140
Herold Advisors
New York
$1.38M +$13.2K +571 +1%
LWA
141
Lantern Wealth Advisors
New York
$1.38M +$13.2K +571 +1%
FFS
142
Founders Financial Securities
Maryland
$1.35M +$355K +15,330 +36%
MA
143
Mutual Advisors
Nebraska
$1.3M +$1.28M +55,339 New
AWA
144
Arete Wealth Advisors
Illinois
$1.29M +$171K +7,370 +15%
SWP
145
Stratos Wealth Partners
Ohio
$1.26M +$145K +6,279 +13%
GRP
146
Global Retirement Partners
California
$1.25M +$74.8K +3,230 +6%
SFPG
147
Stonebridge Financial Planning Group
Florida
$1.23M -$127K -5,467 -9%
EWA
148
Exencial Wealth Advisors
Oklahoma
$1.22M -$20.5K -883 -2%
AAS
149
Avantax Advisory Services
Texas
$1.2M -$21K -908 -2%
WS
150
Wedbush Securities
California
$1.2M +$59.4K +2,565 +5%