We are live on ! Find out more
SPHY icon

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
Pathstone Holdings
176
Pathstone Holdings
New Jersey
$697K
EDRIA
177
Edmonds Duncan Registered Investment Advisors
Kansas
$696K +$16.3K +703 +2%
PWA
178
Provenance Wealth Advisors
Florida
$689K
PS
179
Principal Securities
Iowa
$671K +$172K +7,406 +34%
AWA
180
Alaska Wealth Advisors
Alaska
$665K -$26.1K -1,125 -4%
CA
181
Continuum Advisory
Idaho
$659K -$89.5K -3,863 -12%
SFS
182
Symphony Financial Services
Ohio
$637K +$255K +11,000 New
PFS
183
Prospera Financial Services
Texas
$626K -$462K -19,933 -43%
WP
184
WealthPLAN Partners
Nebraska
$623K +$6.33K +273 +1%
SWM
185
SigFig Wealth Management
California
$619K +$618K +26,667 New
SPIA
186
Steward Partners Investment Advisory
New York
$601K +$596K +25,723 +18,640%
JP Morgan Chase
187
JP Morgan Chase
New York
$601K +$479K +20,689 +401%
D
188
Diversified
Delaware
$586K +$585K +25,235 New
NIWA
189
New Insight Wealth Advisors
California
$569K +$567K +24,485 New
FAM
190
Formidable Asset Management
Ohio
$549K +$547K +23,614 New
AFAS
191
Acorn Financial Advisory Services
Virginia
$533K +$74.4K +3,212 +16%
AAM
192
Advisors Asset Management
Colorado
$518K +$48.1K +2,078 +10%
WWM
193
Western Wealth Management
Colorado
$505K -$2.76K -119 -0.5%
TC
194
TownSquare Capital
Utah
$493K +$64.4K +2,781 +15%
CWM
195
Collaborative Wealth Management
Florida
$491K -$295K -12,736 -38%
CSPIA
196
Cary Street Partners Investment Advisory
Virginia
$486K +$131K +5,643 +37%
SPC
197
Sigma Planning Corp
Michigan
$477K -$16.8K -725 -3%
Victory Capital Management
198
Victory Capital Management
Texas
$465K
FPWM
199
FSB Premier Wealth Management
Iowa
$457K +$1.76K +76 +0.4%
APW
200
Austin Private Wealth
Texas
$448K +$94.4K +4,075 +27%