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State Street SPDR Portfolio High Yield Bond ETF

68 hedge funds and large institutions have $105M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

85% more capital invested

Capital invested by funds: $56.7M → $105M (+$48.3M)

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

33% more funds holding

Funds holding: 5168 (+17)

4.16% more ownership

Funds ownership: 32.15%36.31% (+4.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
20
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.4M +$11.7M +443,072 +86%
Morgan Stanley
2
Morgan Stanley
New York
$8.83M +$6.08M +229,174 +221%
SL
3
Systelligence LLC
Minnesota
$7.8M -$2.34M -88,396 -23%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.61M +$7.6M +286,551 New
CI
5
Conning Inc
Connecticut
$5M +$4.99M +188,275 New
FTUS
6
Flow Traders U.S.
New York
$4.39M +$4.15M +156,543 +1,765%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.05M +$425K +16,014 +12%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.88M +$3.88M +146,271 New
Mariner
9
Mariner
Kansas
$3.76M +$3.75M +141,612 New
MPW
10
MA Private Wealth
California
$3.71M +$102K +3,834 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.24M +$2.62M +98,824 +428%
State Street
12
State Street
Massachusetts
$2.79M -$207K -7,800 -7%
HIS
13
Horizon Investment Services
Indiana
$2.76M +$2.76M +104,025 New
OMC
14
Old Mission Capital
Illinois
$2.27M +$2.27M +85,595 New
Bank of America
15
Bank of America
North Carolina
$2.07M +$770K +29,045 +59%
CRI
16
Colonial River Investments
Virginia
$1.91M -$137K -5,156 -7%
PAG
17
Private Advisor Group
New Jersey
$1.46M +$1.09M +41,096 +299%
KW
18
KWB Wealth
California
$1.21M +$131K +4,939 +12%
Goldman Sachs
19
Goldman Sachs
New York
$1.02M +$1.02M +38,316 New
Stifel Financial
20
Stifel Financial
Missouri
$954K +$953K +35,931 New
PMG
21
ProVise Management Group
Florida
$694K +$384K +14,476 +124%
IC
22
Inscription Capital
Texas
$684K +$363K +13,698 +113%
UWM
23
USAdvisors Wealth Management
Minnesota
$619K +$618K +23,303 New
RA
24
RFG Advisory
Alabama
$607K -$36.4K -1,374 -6%
MMA
25
Miracle Mile Advisors
California
$591K -$71.7K -2,703 -11%