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State Street SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 25

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

71% more capital invested

Capital invested by funds: $1.44B → $2.45B (+$1.01B)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more funds holding

Funds holding: 207270 (+63)

2.56% more ownership

Funds ownership: 71.71%74.26% (+2.6%)

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
151
WealthPLAN Partners
Nebraska
$632K -$29.8K -1,320 -5%
PAS
152
Park Avenue Securities
New York
$628K +$21.4K +947 +4%
JCIA
153
Jackson Creek Investment Advisors
Colorado
$609K +$2.21K +98 +0.4%
ATPW
154
Ashton Thomas Private Wealth
Arizona
$596K -$37.3K -1,650 -6%
PFS
155
Prospera Financial Services
Texas
$583K +$564K +24,955 New
WWG
156
West Wealth Group
California
$577K +$557K +24,671 New
Comerica Bank
157
Comerica Bank
Texas
$576K +$306K +13,550 +122%
SW
158
SVB Wealth
Massachusetts
$569K -$179K -7,900 -24%
SW
159
SMART Wealth
Nebraska
$563K +$99.9K +4,421 +22%
CA
160
Continuum Advisory
Idaho
$546K +$210K +9,297 +66%
BCI
161
Brinker Capital Investments
Pennsylvania
$522K +$248K +10,991 +96%
OPS
162
Orion Portfolio Solutions
Nebraska
$522K +$248K +10,991 +96%
HF
163
HRT Financial
New York
$521K +$504K +22,325 New
MA
164
MONECO Advisors
Connecticut
$506K +$489K +21,647 New
WWM
165
Western Wealth Management
Colorado
$481K -$30.4K -1,345 -6%
Victory Capital Management
166
Victory Capital Management
Texas
$468K
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$463K +$270K +11,968 +153%
AAM
168
Advisors Asset Management
Colorado
$448K +$3.64K +161 +0.8%
GWSG
169
GPS Wealth Strategies Group
Colorado
$432K -$236K -10,460 -36%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$431K +$416K +18,422 New
KAS
171
Kestra Advisory Services
Texas
$412K -$147K -6,499 -27%
FPWM
172
FSB Premier Wealth Management
Iowa
$407K +$8.61K +381 +2%
NRI
173
NFP Retirement Inc
California
$395K +$13.5K +597 +4%
Envestnet Portfolio Solutions
174
Envestnet Portfolio Solutions
Illinois
$393K +$131K +5,810 +53%
PFA
175
Petra Financial Advisors
Colorado
$388K +$375K +16,579 New