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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$1.14M +$430K +18,138 +59%
TFO
202
Timonier Family Office
North Carolina
$1.13M +$1.15M +48,273 New
CFD
203
Creative Financial Designs
Indiana
$1.11M +$15K +634 +1%
BAM
204
BTS Asset Management
Massachusetts
$1.11M +$614K +25,899 +122%
VI
205
VanderPol Investments
Michigan
$1.1M +$724K +30,509 +184%
PCA
206
Prosperity Capital Advisors
Ohio
$1.1M +$1.11M +46,679 New
RFN
207
Redwood Financial Network
Ohio
$1.06M -$11.6K -490 -1%
AI
208
Atria Investments
North Carolina
$1.06M -$852K -35,911 -44%
KWS
209
Keystone Wealth Services
California
$1.06M +$10.9K +458 +1%
TC
210
TownSquare Capital
Utah
$1.05M +$411K +17,303 +63%
IWM
211
IHT Wealth Management
Illinois
$1.04M +$401K +16,910 +62%
PFG
212
Pacific Financial Group
Washington
$1.02M +$1.03M +43,511 New
CFA
213
Cahill Financial Advisors
Minnesota
$1.02M -$65.7K -2,767 -6%
HF
214
HRT Financial
New York
$1.02M -$4.96M -209,250 -83%
Barclays
215
Barclays
United Kingdom
$1.01M -$237K -9,993 -19%
Bank of New York Mellon
216
Bank of New York Mellon
New York
$1.01M +$1.02M +42,911 New
CWM
217
Capital Wealth Management
Rhode Island
$1.01M +$1.02M +42,908 New
UAG
218
United Advisor Group
Ohio
$994K +$1M +42,335 New
Qube Research & Technologies (QRT)
219
Qube Research & Technologies (QRT)
United Kingdom
$993K +$555K +23,392 +124%
CF
220
Centaurus Financial
California
$993K -$15.8K -664 -2%
NIWA
221
New Insight Wealth Advisors
California
$985K +$106K +4,464 +12%
AWA
222
Arete Wealth Advisors
Illinois
$976K +$615K +25,912 +165%
FA
223
Fermata Advisors
California
$956K -$75.6K -3,185 -7%
Creative Planning
224
Creative Planning
Kansas
$931K +$941K +39,669 New
WCM
225
WealthTrak Capital Management
Virginia
$917K +$927K +39,077 New