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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
KWS
151
Keystone Wealth Services
California
$1.18M -$95.1K -4,104 -7%
WWA
152
WCG Wealth Advisors
Nevada
$1.17M +$226K +9,760 +24%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$717K +30,969 +165%
CSPAM
154
Cary Street Partners Asset Management
Virginia
$1.1M +$200K +8,612 +22%
DIM
155
Delta Investment Management
California
$1.08M +$31.9K +1,379 +3%
CFD
156
Creative Financial Designs
Indiana
$1.08M +$1.6K +69 +0.1%
RFN
157
Redwood Financial Network
Ohio
$1.07M -$27.3K -1,178 -2%
SI
158
Stephens Inc
Arkansas
$1.05M +$200K +8,615 +24%
Schroder Investment Management Group
159
Schroder Investment Management Group
United Kingdom
$1.04M +$336K +14,520 +48%
FA
160
Fermata Advisors
California
$1.03M +$27K +1,166 +3%
CAG
161
Csenge Advisory Group
Florida
$999K +$136K +5,889 +16%
HighTower Advisors
162
HighTower Advisors
Illinois
$981K -$58K -2,504 -6%
BFA
163
Brown Financial Advisory
Alabama
$979K -$28.2K -1,219 -3%
CF
164
Centaurus Financial
California
$976K +$72.6K +3,133 +8%
KWM
165
Kingsview Wealth Management
Oregon
$973K +$97.2K +4,195 +11%
LGW
166
Leslie Global Wealth
Illinois
$940K +$938K +40,472 New
AAS
167
Ameritas Advisory Services
Nebraska
$930K +$200K +8,622 +27%
EB
168
Exchange Bank
California
$873K +$88.8K +3,834 +11%
TC
169
Trilogy Capital
California
$832K -$142K -6,120 -15%
MWM
170
Modern Wealth Management
Kansas
$810K +$369K +15,923 +84%
IC
171
Inscription Capital
Texas
$777K +$45.4K +1,958 +6%
APC
172
Aspire Private Capital
North Carolina
$754K +$88K +3,798 +13%
VFPW
173
Vantage Financial Partners (Wisconsin)
Wisconsin
$732K -$191K -8,245 -21%
PAS
174
Park Avenue Securities
New York
$725K +$37.4K +1,615 +5%
BRWA
175
B. Riley Wealth Advisors
Florida
$701K +$242K +10,441 +53%