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State Street SPDR Portfolio High Yield Bond ETF

454 hedge funds and large institutions have $5.93B invested in State Street SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 237 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 113

78% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 37

51% more call options, than puts

Call options by funds: $262K | Put options by funds: $174K

36% more capital invested

Capital invested by funds: $4.36B → $5.93B (+$1.57B)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4% more funds holding

Funds holding: 437454 (+17)

3.17% more ownership

Funds ownership: 64.93%68.09% (+3.2%)

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
66
Increased
237
Reduced
113
Closed
37
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
RFG Advisory
Alabama
$3.73M +$1.38M +58,522 +58%
VWM
127
Verus Wealth Management
Wisconsin
$3.7M +$111K +4,717 +3%
QP
128
Quartz Partners
New York
$3.61M +$996K +42,148 +38%
RL
129
Rogco LP
Oklahoma
$3.57M +$127K +5,357 +4%
MFG
130
Merit Financial Group
Georgia
$3.55M +$3.58M +151,501 New
AI
131
Arvest Investments
Arkansas
$3.52M +$369K +15,630 +12%
SCM
132
Sterneck Capital Management
Missouri
$3.51M +$128K +5,418 +4%
CJ
133
Caitlin John
Michigan
$3.42M +$1.26M +53,198 +57%
AFG
134
Atomi Financial Group
New York
$3.42M +$295K +12,494 +9%
Citigroup
135
Citigroup
New York
$3.31M -$268K -11,360 -7%
HAG
136
HF Advisory Group
Maryland
$3.27M +$384K +16,234 +13%
MWP
137
Meriwether Wealth & Planning
Louisiana
$2.98M +$378K +15,986 +14%
AP
138
Appleton Partners
Massachusetts
$2.93M +$110K +4,669 +4%
MA
139
MCF Advisors
Kentucky
$2.8M +$30K +1,270 +1%
BCM
140
Brookstone Capital Management
Illinois
$2.77M +$86.8K +3,672 +3%
TPA
141
Trivium Point Advisory
Connecticut
$2.77M +$535K +22,626 +24%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$2.75M +$405K +17,144 +17%
MFF
143
Michels Family Financial
Texas
$2.73M +$72.4K +3,065 +3%
PAG
144
Private Advisor Group
New Jersey
$2.72M -$1.37M -58,033 -33%
Envestnet Portfolio Solutions
145
Envestnet Portfolio Solutions
Illinois
$2.68M -$276K -11,697 -9%
CA
146
CGN Advisors
Kansas
$2.67M +$128K +5,396 +5%
KF
147
K2 Financial
California
$2.63M +$130K +5,482 +5%
IFG
148
Independent Financial Group
California
$2.61M -$558K -23,610 -17%
MFC
149
Mechanics Financial Corp
Ohio
$2.57M +$82.1K +3,476 +3%
VCM
150
Virtue Capital Management
Tennessee
$2.48M +$2.51M +106,077 New