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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
HA
176
Herold Advisors
New York
$1.45M -$26.5K -1,117 -2%
DIM
177
Delta Investment Management
California
$1.44M +$63.5K +2,677 +5%
SI
178
Seeds Investor
New York
$1.44M +$1.46M +61,332 New
OL
179
Optas LLC
Texas
$1.42M -$39.3K -1,657 -3%
CA
180
Clearstead Advisors
Ohio
$1.41M -$13.6M -574,291 -91%
CCA
181
Catalyst Capital Advisors
New York
$1.41M +$1.42M +60,000 New
SCA
182
SMH Capital Advisors
Texas
$1.41M +$1.42M +60,000 New
SFPG
183
Stonebridge Financial Planning Group
Florida
$1.41M +$221K +9,319 +18%
SI
184
Stephens Inc
Arkansas
$1.39M +$299K +12,587 +27%
AWM
185
Avior Wealth Management
Nebraska
$1.39M -$438K -18,441 -24%
MWM
186
Modern Wealth Management
Kansas
$1.38M +$335K +14,113 +32%
KWM
187
Kingsview Wealth Management
Oregon
$1.35M +$115K +4,855 +9%
SS
188
SBI Securities
Japan
$1.35M +$1.37M +57,633 New
DE
189
Diversified Enterprises
Delaware
$1.33M +$729K +30,715 +118%
RW
190
Rede Wealth
Virginia
$1.33M +$235K +9,908 +21%
SA
191
Sovran Advisors
California
$1.31M +$1.33M +56,028 New
FM
192
Foster & Motley
Ohio
$1.29M -$75.7K -3,191 -5%
RWM
193
Rialto Wealth Management
New York
$1.28M +$1.3M +54,628 New
SG
194
StoneX Group
New York
$1.28M +$1.29M +54,516 New
EWA
195
Exencial Wealth Advisors
Oklahoma
$1.26M +$69.1K +2,912 +6%
AAS
196
Ameritas Advisory Services
Nebraska
$1.24M +$73.3K +3,088 +6%
WWA
197
WCG Wealth Advisors
Nevada
$1.19M -$4.29K -181 -0.4%
SF
198
SWP Financial
California
$1.17M -$4.09M -172,346 -78%
WS
199
Wedbush Securities
California
$1.17M -$40.4K -1,701 -3%
RWM
200
Revisor Wealth Management
Ohio
$1.14M -$1.28M -53,940 -53%