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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
PTC
176
Private Trust Company
Ohio
$69.3K
BFPW
177
BOK Financial Private Wealth
Colorado
$62.6K +$13.8K +606 +28%
HR
178
Howe & Rusling
New York
$56.9K +$4.25K +187 +8%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$52.1K +$52.8K +2,323 New
TF
180
Tompkins Financial
New York
$49.6K
SWM
181
Spire Wealth Management
Virginia
$40.4K
BWL
182
Bogart Wealth LLC
Virginia
$39K +$795 +35 +2%
TWC
183
TD Waterhouse Canada
Ontario, Canada
$29.1K +$9.72K +428 +48%
WT
184
Washington Trust
Rhode Island
$26.5K
HWA
185
HHM Wealth Advisors
Tennessee
$25.2K
RIA
186
Realta Investment Advisors
Delaware
$22.9K
FGAM
187
Financial Gravity Asset Management
Texas
$20.5K +$20.7K +911 +3,961%
CIAS
188
Capital Investment Advisory Services
North Carolina
$18.6K
CAS
189
Coppell Advisory Solutions
Texas
$17.6K +$8.13K +358 +83%
AIC
190
Archer Investment Corporation
Indiana
$13.7K +$2.91K +128 +27%
AF
191
Advisornet Financial
Minnesota
$13.2K +$3.57K +157 +37%
Franklin Resources
192
Franklin Resources
California
$12.2K -$136 -6 -1%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$11.5K +$11.7K +513 New
NFSG
194
Newbridge Financial Services Group
Florida
$9.05K +$182 +8 +2%
IPW
195
Impact Partnership Wealth
Georgia
$8.81K +$8.93K +393 New
RCM
196
Raleigh Capital Management
North Carolina
$8.72K
FWM
197
Focused Wealth Management
New York
$6.99K +$68 +3 +1%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$5.07K
GWS
199
Glassman Wealth Services
Virginia
$5.04K +$5.11K +225 New
HCM
200
Hollencrest Capital Management
California
$2.49K