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State Street SPDR Portfolio High Yield Bond ETF

454 hedge funds and large institutions have $5.93B invested in State Street SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 237 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 113

78% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 37

51% more call options, than puts

Call options by funds: $262K | Put options by funds: $174K

36% more capital invested

Capital invested by funds: $4.36B → $5.93B (+$1.57B)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4% more funds holding

Funds holding: 437454 (+17)

3.17% more ownership

Funds ownership: 64.93%68.09% (+3.2%)

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
66
Increased
237
Reduced
113
Closed
37
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
OL
201
Optas LLC
Texas
$1.39M -$27.7K -1,171 -2%
WWA
202
WCG Wealth Advisors
Nevada
$1.34M +$152K +6,449 +13%
LSIA
203
LaSalle St. Investment Advisors
Illinois
$1.33M +$748K +31,655 +126%
EWA
204
Exencial Wealth Advisors
Oklahoma
$1.32M +$66K +2,794 +5%
MGWM
205
Marks Group Wealth Management
Minnesota
$1.31M +$1.32M +56,054 New
FM
206
Foster & Motley
Ohio
$1.31M +$23.7K +1,002 +2%
SS
207
SBI Securities
Japan
$1.27M -$78K -3,302 -6%
VI
208
VanderPol Investments
Michigan
$1.26M +$157K +6,624 +14%
KAS
209
Kestra Advisory Services
Texas
$1.26M -$588K -24,873 -32%
SFO
210
Stokes Family Office
Louisiana
$1.26M +$804K +34,041 +174%
AWM
211
Avior Wealth Management
Nebraska
$1.25M -$138K -5,853 -10%
SF
212
SWP Financial
California
$1.22M +$53.1K +2,247 +5%
SWP
213
Stratos Wealth Partners
Ohio
$1.2M -$409K -17,313 -25%
AI
214
Atria Investments
North Carolina
$1.2M +$143K +6,064 +13%
APW
215
Austin Private Wealth
Texas
$1.18M +$763K +32,278 +178%
PCA
216
Prosperity Capital Advisors
Ohio
$1.13M +$46.4K +1,962 +4%
UAG
217
United Advisor Group
Ohio
$1.13M +$143K +6,063 +14%
CFD
218
Creative Financial Designs
Indiana
$1.12M +$12.1K +513 +1%
IFA
219
Index Fund Advisors
California
$1.1M -$1.05M -44,426 -49%
CA
220
Continuum Advisory
Idaho
$1.1M +$293K +12,384 +36%
SW
221
Simplicity Wealth
New Jersey
$1.09M -$583K -24,651 -35%
CNBOF
222
City National Bank of Florida
Florida
$1.09M -$654K -27,663 -37%
NIWA
223
New Insight Wealth Advisors
California
$1.08M +$102K +4,324 +10%
CF
224
Centaurus Financial
California
$1.08M +$87.4K +3,700 +9%
Calamos Advisors
225
Calamos Advisors
Illinois
$1.06M +$616K +26,063 +135%