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State Street SPDR Portfolio High Yield Bond ETF

40 hedge funds and large institutions have $24.6M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

11% less funds holding

Funds holding: 4540 (-5)

16.95% less ownership

Funds ownership: 43.22%26.27% (-17%)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

43% less capital invested

Capital invested by funds: $43.5M → $24.6M (-$18.9M)

Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
10
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1
Systelligence LLC
Minnesota
$4.84M +$1.38M +57,764 +41%
MPW
2
MA Private Wealth
California
$3.38M +$2.57M +107,337 +351%
State Street
3
State Street
Massachusetts
$2.77M +$191K +8,000 +8%
LPL Financial
4
LPL Financial
California
$2.61M +$790K +33,032 +45%
Morgan Stanley
5
Morgan Stanley
New York
$2.05M -$1.61M -67,394 -45%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.38M +$260K +10,880 +24%
MAS
7
Madden Advisory Services
Florida
$1.04M -$98.9K -4,138 -17%
AI
8
Atria Investments
North Carolina
$1.03M +$30.9K +1,294 +3%
Bank of America
9
Bank of America
North Carolina
$724K +$212K +8,878 +43%
Citadel Advisors
10
Citadel Advisors
Florida
$721K +$703K +29,399 New
RA
11
RFG Advisory
Alabama
$565K +$552K +23,070 New
CG
12
Colony Group
Massachusetts
$432K +$23.8K +995 +6%
ACM
13
AlphaStar Capital Management
North Carolina
$396K +$4.18K +175 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$390K +$124K +5,195 +48%
MML Investors Services
15
MML Investors Services
Massachusetts
$327K +$8.01K +335 +3%
IFWM
16
Institute for Wealth Management
Colorado
$326K +$23.6K +986 +8%
RG
17
Retirement Group
California
$280K +$273K +11,411 New
WI
18
WrapManager Inc
California
$220K -$11.1K -463 -5%
SFG
19
StrategIQ Financial Group
Indiana
$214K -$58.4K -2,442 -22%
PAG
20
Private Advisor Group
New Jersey
$202K +$197K +8,257 New
Wells Fargo
21
Wells Fargo
California
$155K +$92.5K +3,870 +158%
CAAS
22
Capital Asset Advisory Services
Michigan
$149K -$73.8K -3,088 -34%
Osaic Holdings
23
Osaic Holdings
Arizona
$103K -$14.1K -590 -12%
CFG
24
Capstone Financial Group
Oklahoma
$48K
SFS
25
Sowell Financial Services
Arkansas
$47K +$6.81K +285 +18%