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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
GWM
151
Geneos Wealth Management
Colorado
$1.67M +$1.54M +65,273 +1,649%
LWA
152
Lantern Wealth Advisors
New York
$1.52M +$83.8K +3,550 +6%
HA
153
Herold Advisors
New York
$1.51M +$76.7K +3,250 +5%
OL
154
Optas LLC
Texas
$1.49M +$9.6K +407 +0.7%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$1.42M -$1.2M -50,861 -46%
DIM
156
Delta Investment Management
California
$1.42M +$289K +12,233 +26%
FM
157
Foster & Motley
Ohio
$1.4M -$152K -6,429 -10%
GRP
158
Global Retirement Partners
California
$1.35M +$62.4K +2,646 +5%
CSPAM
159
Cary Street Partners Asset Management
Virginia
$1.29M +$150K +6,340 +13%
LGW
160
Leslie Global Wealth
Illinois
$1.28M +$299K +12,684 +31%
Barclays
161
Barclays
United Kingdom
$1.27M -$21.2M -898,007 -94%
KWM
162
Kingsview Wealth Management
Oregon
$1.27M +$258K +10,943 +26%
OMC
163
Old Mission Capital
Illinois
$1.25M +$1.22M +51,869 New
WS
164
Wedbush Securities
California
$1.24M
CAG
165
Csenge Advisory Group
Florida
$1.24M +$212K +8,988 +21%
WWA
166
WCG Wealth Advisors
Nevada
$1.22M +$7.67K +325 +0.6%
EWA
167
Exencial Wealth Advisors
Oklahoma
$1.22M -$39.3K -1,665 -3%
SFPG
168
Stonebridge Financial Planning Group
Florida
$1.22M -$52.6K -2,230 -4%
AAS
169
Ameritas Advisory Services
Nebraska
$1.2M +$233K +9,894 +25%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$7.43K -315 -0.6%
CFD
171
Creative Financial Designs
Indiana
$1.13M +$5.5K +233 +0.5%
SI
172
Stephens Inc
Arkansas
$1.12M +$39.9K +1,691 +4%
RW
173
Rede Wealth
Virginia
$1.12M +$722K +30,610 +191%
CFA
174
Cahill Financial Advisors
Minnesota
$1.11M -$1.16M -49,068 -52%
RFN
175
Redwood Financial Network
Ohio
$1.1M -$9.96K -422 -0.9%