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State Street SPDR Portfolio High Yield Bond ETF

36 hedge funds and large institutions have $30.8M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

28% more capital invested

Capital invested by funds: $24M → $30.8M (+$6.81M)

9% more funds holding

Funds holding: 3336 (+3)

5.61% more ownership

Funds ownership: 30.57%36.18% (+5.6%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAG
1
Mokosak Advisory Group
Iowa
$3.88M -$13.5K -519 -0.4%
State Street
2
State Street
Massachusetts
$2.76M
Morgan Stanley
3
Morgan Stanley
New York
$2.67M +$126K +4,841 +5%
Jane Street
4
Jane Street
New York
$2.16M +$1.45M +55,777 +212%
APW
5
Aurora Private Wealth
New Jersey
$2.16M +$2.14M +82,012 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.03M +$1.6M +61,598 +404%
CG
7
Colony Group
Massachusetts
$1.76M -$12.1K -464 -0.7%
ACM
8
AlphaStar Capital Management
North Carolina
$1.71M +$187K +7,190 +12%
FTUS
9
Flow Traders U.S.
New York
$1.37M +$1.11M +42,523 +457%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.36M +$37.3K +1,430 +3%
CP
11
Cumberland Partners
Ontario, Canada
$1.28M +$568K +21,800 +82%
KWA
12
KCS Wealth Advisory
California
$1.01M -$340K -13,060 -25%
JFA
13
Johanson Financial Advisors
California
$971K +$667K +25,586 New
UBS Group
14
UBS Group
Switzerland
$952K -$743K -28,513 -44%
Bank of America
15
Bank of America
North Carolina
$761K +$15.1K +579 +2%
PAG
16
Private Advisor Group
New Jersey
$511K +$85.6K +3,284 +20%
SFG
17
StrategIQ Financial Group
Indiana
$480K -$642K -24,661 -58%
MPW
18
MA Private Wealth
California
$453K +$448K +17,184 New
SSWM
19
Sheets Smith Wealth Management
North Carolina
$413K +$15.5K +594 +4%
WI
20
WrapManager Inc
California
$395K -$54.4K -2,090 -12%
WWM
21
WT Wealth Management
Arizona
$355K +$352K +13,500 New
IFWM
22
Institute for Wealth Management
Colorado
$327K +$25.2K +967 +8%
RG
23
Retirement Group
California
$321K +$318K +12,196 New
LPL Financial
24
LPL Financial
California
$306K +$303K +11,627 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$119K