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State Street SPDR Portfolio High Yield Bond ETF

31 hedge funds and large institutions have $26.4M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

15% more funds holding

Funds holding: 2731 (+4)

4% more capital invested

Capital invested by funds: $25.5M → $26.4M (+$906K)

2.87% less ownership

Funds ownership: 37.75%34.88% (-2.9%)

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1
Mokosak Advisory Group
Iowa
$3.93M +$222K +8,532 +6%
State Street
2
State Street
Massachusetts
$3.49M -$818K -31,500 -19%
Jane Street
3
Jane Street
New York
$3.33M -$1.74M -67,131 -35%
Morgan Stanley
4
Morgan Stanley
New York
$2.44M +$161K +6,187 +7%
JG
5
Jefferies Group
New York
$1.69M +$1.68M +64,752 New
UBS Group
6
UBS Group
Switzerland
$1.63M +$528K +20,344 +49%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.45M +$1.06M +40,678 +272%
KWA
8
KCS Wealth Advisory
California
$1.35M +$254K +9,767 +23%
SFG
9
StrategIQ Financial Group
Indiana
$1.29M -$1.44M -55,568 -53%
ACM
10
AlphaStar Capital Management
North Carolina
$1.18M +$101K +3,875 +9%
CG
11
Colony Group
Massachusetts
$868K -$252K -9,700 -23%
FTUS
12
Flow Traders U.S.
New York
$747K +$308K +11,844 +71%
Bank of America
13
Bank of America
North Carolina
$725K -$11.9K -460 -2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$556K +$552K +21,234 New
WI
15
WrapManager Inc
California
$447K +$444K +17,087 New
SSWM
16
Sheets Smith Wealth Management
North Carolina
$351K +$15.2K +586 +5%
IFWM
17
Institute for Wealth Management
Colorado
$275K -$2.05K -79 -0.7%
PAG
18
Private Advisor Group
New Jersey
$215K +$213K +8,212 New
FA
19
Fagan Associates
New York
$211K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$118K +$117K +4,500 New
FM
21
Family Management
New York
$50K +$49.2K +1,895 New
LFG
22
LifePlan Financial Group
Ohio
$20K -$92.5K -3,562 -82%
FWM
23
Focused Wealth Management
New York
$17K -$45.6K -1,755 -73%
US Bancorp
24
US Bancorp
Minnesota
$17K
AIP
25
Ameritas Investment Partners
Nebraska
$16K +$104 +4 +0.6%