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State Street SPDR Portfolio High Yield Bond ETF

27 hedge funds and large institutions have $32.1M invested in State Street SPDR Portfolio High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

8% more funds holding

Funds holding: 2527 (+2)

6% more capital invested

Capital invested by funds: $30.4M → $32.1M (+$1.72M)

0.38% more ownership

Funds ownership: 46.12%46.5% (+0.38%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1
Focused Wealth Management
New York
$6.94M +$6.93M +271,495 New
SFG
2
StrategIQ Financial Group
Indiana
$6.85M +$408K +15,981 +6%
State Street
3
State Street
Massachusetts
$4.22M
Jane Street
4
Jane Street
New York
$3.92M +$995K +38,980 +34%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M +$62.7K +2,456 +2%
UBS Group
6
UBS Group
Switzerland
$1.91M -$655K -25,653 -26%
CG
7
Colony Group
Massachusetts
$1.67M -$321K -12,555 -16%
ACM
8
Aviance Capital Management
Florida
$801K -$103K -4,038 -11%
Bank of America
9
Bank of America
North Carolina
$738K -$117K -4,583 -14%
FA
10
Fagan Associates
New York
$562K -$14K -547 -2%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$357K +$356K +13,960 New
Citadel Advisors
12
Citadel Advisors
Florida
$262K -$961K -37,659 -79%
IFWM
13
Institute for Wealth Management
Colorado
$262K -$8.88K -348 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$253K +$49.4K +1,937 +24%
KF
15
Krilogy Financial
Missouri
$230K -$2.54M -99,634 -92%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$113K +$113K +4,423 New
LFG
17
LifePlan Financial Group
Ohio
$103K +$74.6K +2,921 +266%
US Bancorp
18
US Bancorp
Minnesota
$92K
SWP
19
Stratos Wealth Partners
Ohio
$55K +$55K +2,154 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$49K +$4.39K +172 +10%
AIP
21
Ameritas Investment Partners
Nebraska
$15K +$51 +2 +0.3%
JP Morgan Chase
22
JP Morgan Chase
New York
$14K +$587 +23 +4%
FHA
23
Flagship Harbor Advisors
Massachusetts
$9K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K -$885K -34,649 -100%
AG
25
Advisor Group
Arizona
$1K +$1.12K +44 New