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State Street SPDR Portfolio High Yield Bond ETF

21 hedge funds and large institutions have $26.8M invested in State Street SPDR Portfolio High Yield Bond ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $22.4M → $26.8M (+$4.36M)

17% more funds holding

Funds holding: 1821 (+3)

5.16% more ownership

Funds ownership: 46.42%51.59% (+5.2%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1
StrategIQ Financial Group
Indiana
$5.87M +$5.87M +220,723 New
State Street
2
State Street
Massachusetts
$4.04M -$3.44M -129,243 -46%
UBS Group
3
UBS Group
Switzerland
$3.59M +$3.44M +129,434 +2,288%
CG
4
Colony Group
Massachusetts
$2.67M -$66.3K -2,495 -2%
KF
5
Krilogy Financial
Missouri
$2.55M +$267K +10,026 +12%
Jane Street
6
Jane Street
New York
$2.07M -$80.7K -3,034 -4%
Morgan Stanley
7
Morgan Stanley
New York
$2.03M -$13.1K -494 -0.6%
VF
8
Virtu Financial
New York
$1.07M +$693K +26,069 +185%
ACM
9
Aviance Capital Management
Florida
$983K -$158K -5,939 -14%
Bank of America
10
Bank of America
North Carolina
$947K -$689K -25,928 -42%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$435K +$81.6K +3,071 +23%
FIM
12
Freedom Investment Management
Connecticut
$264K +$15K +564 +6%
US Bancorp
13
US Bancorp
Minnesota
$96K -$2.66K -100 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$65K -$2.39K -90 -4%
AIP
15
Ameritas Investment Partners
Nebraska
$31K +$5.02K +189 +50%
FAAS
16
First Allied Advisory Services
California
$28K +$27.9K +1,048 New
NC
17
NewSquare Capital
Pennsylvania
$17K -$6.91K -260 -29%
IWM
18
IHT Wealth Management
Illinois
$10K +$10.4K +393 New
FGC
19
Financial Gravity Companies
Texas
$1K +$532 +20 New
FA
20
Fagan Associates
New York
$681 -$10.9K -409 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
-$720K -27,409 Closed