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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
MWM
176
Modern Wealth Management
Kansas
$1.08M +$233K +9,872 +28%
KWS
177
Keystone Wealth Services
California
$1.07M -$152K -6,443 -13%
AAS
178
Avantax Advisory Services
Texas
$1.07M -$171K -7,240 -14%
FA
179
Fermata Advisors
California
$1.06M -$11.2K -474 -1%
CF
180
Centaurus Financial
California
$1.03M +$22.5K +954 +2%
SFS
181
Sowell Financial Services
Arkansas
$1.02M +$646K +27,376 +184%
SWM
182
SigFig Wealth Management
California
$1.01M +$363K +15,402 +58%
BRWA
183
B. Riley Wealth Advisors
Florida
$960K +$231K +9,788 +32%
BFA
184
Brown Financial Advisory
Alabama
$940K -$72.6K -3,076 -7%
NIWA
185
New Insight Wealth Advisors
California
$902K +$307K +13,005 +53%
TC
186
Trilogy Capital
California
$863K +$1.96K +83 +0.2%
SWP
187
Stratos Wealth Partners
Ohio
$857K -$443K -18,790 -35%
PAS
188
Park Avenue Securities
New York
$821K +$68.6K +2,907 +9%
LA
189
Lifeworks Advisors
Michigan
$802K +$787K +33,351 New
BCA
190
Bay Colony Advisors
Massachusetts
$796K +$781K +33,077 New
APC
191
Aspire Private Capital
North Carolina
$794K +$12.6K +533 +2%
EDRIA
192
Edmonds Duncan Registered Investment Advisors
Kansas
$782K +$60.7K +2,573 +9%
IC
193
Inscription Capital
Texas
$772K -$31.8K -1,346 -4%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$750K -$320K -13,562 -30%
Millennium Management
195
Millennium Management
New York
$742K +$728K +30,860 New
Jones Financial Companies
196
Jones Financial Companies
Missouri
$737K +$576K +24,423 +394%
HighTower Advisors
197
HighTower Advisors
Illinois
$734K -$274K -11,613 -28%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$722K
PWA
199
Provenance Wealth Advisors
Florida
$713K
CA
200
Continuum Advisory
Idaho
$700K +$27.4K +1,162 +4%