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State Street SPDR Portfolio High Yield Bond ETF

28 hedge funds and large institutions have $27.9M invested in State Street SPDR Portfolio High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

33% more funds holding

Funds holding: 2128 (+7)

4% more capital invested

Capital invested by funds: $26.8M → $27.9M (+$1.11M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8.85% less ownership

Funds ownership: 51.59%42.74% (-8.8%)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
9
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1
StrategIQ Financial Group
Indiana
$5.86M +$191K +7,359 +3%
State Street
2
State Street
Massachusetts
$3.9M
UBS Group
3
UBS Group
Switzerland
$3.78M +$311K +11,976 +9%
Jane Street
4
Jane Street
New York
$2.76M +$766K +29,470 +38%
KF
5
Krilogy Financial
Missouri
$2.67M +$203K +7,812 +8%
CG
6
Colony Group
Massachusetts
$2.45M -$126K -4,850 -5%
Morgan Stanley
7
Morgan Stanley
New York
$2.31M +$357K +13,713 +18%
Bank of America
8
Bank of America
North Carolina
$989K +$75.2K +2,893 +8%
ACM
9
Aviance Capital Management
Florida
$985K +$35.5K +1,365 +4%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$391K +$396K +15,231 New
Citadel Advisors
11
Citadel Advisors
Florida
$313K +$317K +12,175 New
VF
12
Virtu Financial
New York
$304K -$736K -28,293 -70%
IFWM
13
Institute for Wealth Management
Colorado
$271K +$279K +10,717 New
FIM
14
Freedom Investment Management
Connecticut
$258K +$3.75K +144 +1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$181K +$184K +7,057 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$170K -$253K -9,744 -60%
US Bancorp
17
US Bancorp
Minnesota
$92K
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$63K
SWP
19
Stratos Wealth Partners
Ohio
$58K +$58.7K +2,257 New
LFG
20
LifePlan Financial Group
Ohio
$30K +$30.7K +1,179 New
AIP
21
Ameritas Investment Partners
Nebraska
$14K +$26 +1 +0.2%
JP Morgan Chase
22
JP Morgan Chase
New York
$14K +$13.9K +533 New
IWM
23
IHT Wealth Management
Illinois
$10K
NC
24
NewSquare Capital
Pennsylvania
$6K -$10.9K -420 -66%
FGC
25
Financial Gravity Companies
Texas
$1K