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State Street SPDR Portfolio High Yield Bond ETF

33 hedge funds and large institutions have $24M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

6% more funds holding

Funds holding: 3133 (+2)

4.3% less ownership

Funds ownership: 34.88%30.57% (-4.3%)

9% less capital invested

Capital invested by funds: $26.4M → $24M (-$2.44M)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1
Mokosak Advisory Group
Iowa
$3.87M -$70.6K -2,709 -2%
State Street
2
State Street
Massachusetts
$2.74M -$748K -28,700 -21%
Morgan Stanley
3
Morgan Stanley
New York
$2.52M +$84.8K +3,256 +3%
CG
4
Colony Group
Massachusetts
$1.76M +$887K +34,022 +102%
UBS Group
5
UBS Group
Switzerland
$1.69M +$64.1K +2,461 +4%
ACM
6
AlphaStar Capital Management
North Carolina
$1.51M +$324K +12,440 +28%
JG
7
Jefferies Group
New York
$1.4M -$297K -11,383 -18%
KWA
8
KCS Wealth Advisory
California
$1.35M +$235 +9 +0%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.32M -$139K -5,344 -10%
SFG
10
StrategIQ Financial Group
Indiana
$1.12M -$165K -6,349 -13%
Bank of America
11
Bank of America
North Carolina
$741K +$15K +574 +2%
CP
12
Cumberland Partners
Ontario, Canada
$699K +$696K +26,700 New
Jane Street
13
Jane Street
New York
$688K -$2.63M -100,916 -79%
WI
14
WrapManager Inc
California
$447K -$417 -16 -0.1%
PAG
15
Private Advisor Group
New Jersey
$417K +$205K +7,872 +96%
Citadel Advisors
16
Citadel Advisors
Florida
$399K +$398K +15,258 New
SSWM
17
Sheets Smith Wealth Management
North Carolina
$394K +$43.3K +1,663 +12%
IFWM
18
Institute for Wealth Management
Colorado
$300K +$24.9K +954 +9%
FTUS
19
Flow Traders U.S.
New York
$243K -$502K -19,261 -67%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$118K
CFD
21
Creative Financial Designs
Indiana
$115K +$116K +4,449 New
FM
22
Family Management
New York
$50K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31K +$17.4K +667 +124%
LFG
24
LifePlan Financial Group
Ohio
$20K
US Bancorp
25
US Bancorp
Minnesota
$17K