We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

51 hedge funds and large institutions have $56.7M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

104% more capital invested

Capital invested by funds: $27.9M → $56.7M (+$28.9M)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

16% more funds holding

Funds holding: 4451 (+7)

10.12% more ownership

Funds ownership: 22.03%32.15% (+10%)

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
19
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$13.6M +$10.1M +392,021 +323%
SL
2
Systelligence LLC
Minnesota
$10.1M +$6.03M +233,021 +156%
RWA
3
Redhawk Wealth Advisors
Minnesota
$8.21M +$8.02M +310,004 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.62M +$1.2M +46,554 +52%
MPW
5
MA Private Wealth
California
$3.6M -$270K -10,422 -7%
State Street
6
State Street
Massachusetts
$2.99M
Morgan Stanley
7
Morgan Stanley
New York
$2.74M +$244K +9,423 +10%
Bank of America
8
Bank of America
North Carolina
$1.3M +$399K +15,423 +46%
KW
9
KWB Wealth
California
$1.08M +$1.05M +40,767 New
FPWM
10
FSB Premier Wealth Management
Iowa
$677K +$662K +25,585 New
MMA
11
Miracle Mile Advisors
California
$661K -$34.4K -1,328 -5%
RA
12
RFG Advisory
Alabama
$643K -$36.5K -1,412 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$611K +$96.9K +3,744 +19%
ACM
14
AlphaStar Capital Management
North Carolina
$576K +$78K +3,015 +16%
MFGM
15
Marshall Financial Group (Maryland)
Maryland
$518K +$506K +19,574 New
CG
16
Colony Group
Massachusetts
$467K
MML Investors Services
17
MML Investors Services
Massachusetts
$451K +$38.4K +1,486 +10%
MIAN
18
Mariner Independent Advisor Network
Kansas
$445K +$435K +16,817 New
PAG
19
Private Advisor Group
New Jersey
$364K +$128K +4,931 +56%
KAS
20
Kestra Advisory Services
Texas
$340K +$332K +12,844 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$339K +$111K +4,300 +51%
IC
22
Inscription Capital
Texas
$320K +$312K +12,073 New
MAS
23
Madden Advisory Services
Florida
$312K -$18.9K -731 -6%
PMG
24
ProVise Management Group
Florida
$309K +$89.6K +3,464 +42%
RG
25
Retirement Group
California
$302K