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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
MFG
151
Merit Financial Group
Georgia
$248K +$10.4K +457 +4%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$247K +$250K +11,010 New
GWCM
153
Godshalk Welsh Capital Management
Pennsylvania
$247K +$250K +11,000 New
PIA
154
Perennial Investment Advisors
California
$242K +$2.63K +116 +1%
NC
155
NovaPoint Capital
Georgia
$239K
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$237K +$240K +10,566 New
MAS
157
Madden Advisory Services
Florida
$228K -$16.2K -715 -7%
DCM
158
Dimension Capital Management
Florida
$220K +$223K +9,829 New
MAWAG
159
Mid-American Wealth Advisory Group
Missouri
$220K -$2.28M -100,194 -91%
AA
160
Advisory Alpha
Michigan
$203K -$523 -23 -0.3%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$176K +$178K +7,844 New
NS
162
NBC Securities
Alabama
$170K +$173K +7,606 New
BEI
163
Benjamin Edwards Inc
Missouri
$162K +$86.9K +3,824 +112%
UBS Group
164
UBS Group
Switzerland
$162K +$159K +7,006 +3,289%
WTC
165
WhitTier Trust Company
Nevada
$158K -$30.9K -1,360 -16%
GWM
166
Geneos Wealth Management
Colorado
$145K +$2.57K +113 +2%
APC
167
Aspire Private Capital
North Carolina
$142K +$129K +5,659 +860%
RG
168
Retirement Group
California
$133K
EWA
169
EP Wealth Advisors
California
$124K +$126K +5,527 New
WOSD
170
WFA of San Diego
California
$121K -$18.9K -833 -13%
WT
171
Whittier Trust
California
$117K
HI
172
Harbour Investments
Wisconsin
$113K +$11.3K +496 +11%
ACA
173
Aptus Capital Advisors
Alabama
$88.7K +$87.7K +3,860 +4,063%
FFA
174
Founders Financial Alliance
North Carolina
$82.5K +$19.5K +859 +30%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$78.4K +$74.9K +3,297 +1,649%