We are live on ! Find out more
SPHY icon

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
CIA
201
Compass Ion Advisors
Pennsylvania
$700K +$687K +29,095 New
AWA
202
Arkadios Wealth Advisors
Georgia
$698K +$365K +15,473 +114%
CSPIA
203
Cary Street Partners Investment Advisory
Virginia
$680K +$174K +7,380 +35%
JWCA
204
J.W. Cole Advisors
Florida
$676K +$664K +28,118 New
TC
205
TownSquare Capital
Utah
$656K +$142K +6,023 +28%
IWM
206
IHT Wealth Management
Illinois
$655K +$644K +27,278 New
VFPW
207
Vantage Financial Partners (Wisconsin)
Wisconsin
$652K -$105K -4,435 -14%
SPIA
208
Steward Partners Investment Advisory
New York
$647K +$24.8K +1,050 +4%
SA
209
Stewardship Advisors
Pennsylvania
$647K +$635K +26,911 New
MWA
210
Midland Wealth Advisors
Illinois
$645K +$633K +26,830 New
VWA
211
Visionary Wealth Advisors
Illinois
$638K +$626K +26,510 New
CGF
212
Constant Guidance Financial
Massachusetts
$629K +$617K +26,150 New
WIM
213
WealthPlan Investment Management
Nebraska
$625K +$613K +25,971 New
D
214
Diversified
Delaware
$624K +$16.6K +704 +3%
DE
215
Diversified Enterprises
Delaware
$624K +$612K +25,939 New
AAM
216
Advisors Asset Management
Colorado
$612K +$74.4K +3,151 +14%
LSIA
217
LaSalle St. Investment Advisors
Illinois
$602K +$591K +25,050 New
BWP
218
Balboa Wealth Partners
Arizona
$592K +$581K +24,608 New
EB
219
Exchange Bank
California
$576K -$321K -13,613 -36%
AWA
220
Alaska Wealth Advisors
Alaska
$573K -$114K -4,826 -17%
AFAS
221
Acorn Financial Advisory Services
Virginia
$560K +$8.28K +351 +2%
GWCM
222
Godshalk Welsh Capital Management
Pennsylvania
$548K +$113K +4,800 +27%
WWM
223
Western Wealth Management
Colorado
$522K -$566 -24 -0.1%
SPC
224
Sigma Planning Corp
Michigan
$518K +$23.9K +1,011 +5%
WG
225
Wealth Group
North Carolina
$515K +$101K +4,259 +25%