We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
151
Sunesis Advisors
Kansas
$1.97M -$696K -29,323 -26%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$1.96M +$1.98M +83,538 New
CF
153
Convergence Financial
Missouri
$1.95M +$107K +4,506 +6%
FA
154
Fiduciary Alliance
South Carolina
$1.95M +$229K +9,634 +13%
BS
155
Brighton Securities
New York
$1.95M +$1.97M +82,877 New
SS
156
Sound Stewardship
Kansas
$1.94M +$115K +4,868 +6%
AAS
157
Avantax Advisory Services
Texas
$1.9M +$870K +36,649 +82%
GWM
158
Geneos Wealth Management
Colorado
$1.9M +$278K +11,733 +17%
NL
159
NWAM LLC
Washington
$1.88M +$56.4K +2,377 +3%
KAS
160
Kestra Advisory Services
Texas
$1.84M -$4.95M -208,458 -73%
NF
161
Nikulski Financial
Iowa
$1.81M -$70.7K -2,978 -4%
AAG
162
Armstrong Advisory Group
Massachusetts
$1.77M +$99.1K +4,178 +6%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$18.5K +781 +1%
CNBOF
164
City National Bank of Florida
Florida
$1.74M +$1.76M +74,171 New
SSWM
165
Sheets Smith Wealth Management
North Carolina
$1.72M -$4.44K -187 -0.3%
SW
166
Simplicity Wealth
New Jersey
$1.67M -$296K -12,458 -15%
SWM
167
Stark Wealth Management
Pennsylvania
$1.63M +$1.65M +69,648 New
SWP
168
Stratos Wealth Partners
Ohio
$1.61M +$786K +33,124 +93%
GRP
169
Global Retirement Partners
California
$1.6M +$284K +11,954 +21%
SWM
170
SigFig Wealth Management
California
$1.59M +$614K +25,874 +62%
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$419K +17,669 +36%
SYBT
172
Stock Yards Bank & Trust
Kentucky
$1.57M -$52K -2,192 -3%
SI
173
Severin Investments
Missouri
$1.57M +$1.59M +66,833 New
GFG
174
Grantvest Financial Group
New Jersey
$1.55M +$1.56M +65,919 New
LWA
175
Lantern Wealth Advisors
New York
$1.45M -$33.6K -1,417 -2%