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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
126
Caitlin John
Michigan
$2.46M +$621K +26,303 +34%
RIM
127
Redwood Investment Management
Arizona
$2.43M -$2.2M -93,149 -48%
CA
128
CGN Advisors
Kansas
$2.37M +$393K +16,635 +20%
RA
129
RFG Advisory
Alabama
$2.28M -$50.1K -2,122 -2%
BCM
130
Brookstone Capital Management
Illinois
$2.28M +$198K +8,395 +10%
Envestnet Portfolio Solutions
131
Envestnet Portfolio Solutions
Illinois
$2.25M +$448K +18,977 +25%
CWMS
132
Cannon Wealth Management Services
North Carolina
$2.14M +$2.1M +88,803 New
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$219K +9,284 +12%
TPA
134
Trivium Point Advisory
Connecticut
$2.08M +$93.3K +3,955 +5%
VC
135
Veery Capital
Delaware
$2.02M +$1.98M +83,944 New
SW
136
Simplicity Wealth
New Jersey
$2.01M +$150K +6,342 +8%
IFA
137
Index Fund Advisors
California
$1.98M -$30.3K -1,283 -2%
AI
138
Atria Investments
North Carolina
$1.95M +$481K +20,370 +34%
NF
139
Nikulski Financial
Iowa
$1.93M +$24K +1,016 +1%
CF
140
Convergence Financial
Missouri
$1.89M +$177K +7,510 +11%
SS
141
Sound Stewardship
Kansas
$1.87M +$91.9K +3,895 +5%
NL
142
NWAM LLC
Washington
$1.87M +$1.84M +77,779 New
AWM
143
Avior Wealth Management
Nebraska
$1.87M -$387K -16,388 -17%
P
144
&Partners
Tennessee
$1.83M +$1.59M +67,530 +784%
FFS
145
Founders Financial Securities
Maryland
$1.8M +$400K +16,945 +29%
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$1.75M +74,130 New
SSWM
147
Sheets Smith Wealth Management
North Carolina
$1.77M +$5.1K +216 +0.3%
FA
148
Fiduciary Alliance
South Carolina
$1.76M +$208K +8,794 +14%
AAG
149
Armstrong Advisory Group
Massachusetts
$1.72M +$130K +5,503 +8%
SYBT
150
Stock Yards Bank & Trust
Kentucky
$1.67M +$18.6K +790 +1%