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State Street SPDR Portfolio High Yield Bond ETF

27 hedge funds and large institutions have $25.5M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 3127 (-4)

14.71% less ownership

Funds ownership: 52.46%37.75% (-15%)

30% less capital invested

Capital invested by funds: $36.3M → $25.5M (-$10.7M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
8
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.06M +$4.3M +169,222 +674%
State Street
2
State Street
Massachusetts
$4.29M
MAG
3
Mokosak Advisory Group
Iowa
$3.69M +$64.7K +2,544 +2%
SFG
4
StrategIQ Financial Group
Indiana
$2.73M -$4.12M -161,899 -61%
Morgan Stanley
5
Morgan Stanley
New York
$2.26M -$142K -5,606 -6%
CG
6
Colony Group
Massachusetts
$1.12M -$243K -9,565 -18%
UBS Group
7
UBS Group
Switzerland
$1.09M -$68.7K -2,701 -6%
KWA
8
KCS Wealth Advisory
California
$1.09M +$1.06M +41,794 New
ACM
9
AlphaStar Capital Management
North Carolina
$1.08M +$385K +15,133 +58%
Bank of America
10
Bank of America
North Carolina
$734K +$71.5K +2,813 +11%
ACM
11
Aviance Capital Management
Florida
$493K -$25.9K -1,017 -5%
FTUS
12
Flow Traders U.S.
New York
$435K -$3.72M -146,383 -90%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$389K +$65.4K +2,571 +21%
SSWM
14
Sheets Smith Wealth Management
North Carolina
$334K +$5.21K +205 +2%
IFWM
15
Institute for Wealth Management
Colorado
$275K +$1.14K +45 +0.4%
FA
16
Fagan Associates
New York
$210K -$13.9K -545 -6%
LFG
17
LifePlan Financial Group
Ohio
$113K -$8.11K -319 -7%
FWM
18
Focused Wealth Management
New York
$63K -$8.03M -315,717 -99%
APC
19
Aspire Private Capital
North Carolina
$24K
US Bancorp
20
US Bancorp
Minnesota
$17K
AIP
21
Ameritas Investment Partners
Nebraska
$16K +$51 +2 +0.3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14K -$6.3K -248 -31%
JP Morgan Chase
23
JP Morgan Chase
New York
$14K -$585 -23 -4%
FHA
24
Flagship Harbor Advisors
Massachusetts
$8K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.38M -54,382 -100%