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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
Betterment LLC
201
Betterment LLC
New York
$448K -$449K -19,366 -50%
CAS
202
Coppell Advisory Solutions
Texas
$430K +$429K +18,521 New
NRI
203
NFP Retirement Inc
California
$425K +$11.3K +489 +3%
GWSG
204
GPS Wealth Strategies Group
Colorado
$420K -$255 -11 -0.1%
GWCM
205
Godshalk Welsh Capital Management
Pennsylvania
$418K +$11.6K +500 +3%
HKIMG
206
Hutchens & Kramer Investment Management Group
Indiana
$412K +$147K +6,353 +55%
MPW
207
MGO Private Wealth
California
$399K -$5.86K -253 -1%
WG
208
Wealth Group
North Carolina
$398K +$85.5K +3,692 +27%
SB
209
Strategic Blueprint
Georgia
$396K +$98.1K +4,234 +33%
FIA
210
Foundations Investment Advisors
Arizona
$385K +$384K +16,563 New
RW
211
Rede Wealth
Virginia
$373K +$57K +2,461 +18%
BCI
212
Brinker Capital Investments
Pennsylvania
$364K +$99.3K +4,286 +38%
OPS
213
Orion Portfolio Solutions
Nebraska
$364K +$99.3K +4,286 +38%
VI
214
VanderPol Investments
Michigan
$360K +$43K +1,857 +14%
Mercer Global Advisors
215
Mercer Global Advisors
Colorado
$354K +$1.65K +71 +0.5%
UCFA
216
United Capital Financial Advisors
Texas
$351K +$2.48K +107 +0.7%
SFS
217
Sowell Financial Services
Arkansas
$346K -$12.8K -553 -4%
PFA
218
Peak Financial Advisors
Colorado
$331K +$11.2K +483 +4%
PFM
219
Phillips Financial Management
Indiana
$329K -$8.6K -371 -3%
SCA
220
Scott Capital Advisors
Oregon
$328K +$66.4K +2,865 +25%
AFP
221
Ausdal Financial Partners
Iowa
$322K +$321K +13,846 New
AWA
222
Arkadios Wealth Advisors
Georgia
$314K +$314K +13,536 New
IW
223
Instrumental Wealth
Florida
$314K +$5.33K +230 +2%
GA
224
Geller Advisors
New York
$309K
VT
225
Vise Technologies
New York
$307K +$1.39K +60 +0.5%