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State Street SPDR Portfolio High Yield Bond ETF

77 hedge funds and large institutions have $149M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

154% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 13

42% more capital invested

Capital invested by funds: $105M → $149M (+$44.3M)

13% more funds holding

Funds holding: 6877 (+9)

0.48% more ownership

Funds ownership: 36.31%36.79% (+0.48%)

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
33
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.1M +$1.38M +51,805 +5%
FTUS
2
Flow Traders U.S.
New York
$20.6M +$16M +600,139 +363%
RWA
3
Redhawk Wealth Advisors
Minnesota
$13M +$12.9M +482,429 New
SL
4
Systelligence LLC
Minnesota
$11M +$3.1M +116,241 +40%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$8.46M +$742K +27,864 +10%
HIS
6
Horizon Investment Services
Indiana
$5.78M +$2.96M +110,989 +107%
CI
7
Conning Inc
Connecticut
$5.06M
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$4.33M +$229K +8,604 +6%
Mariner
9
Mariner
Kansas
$4.13M +$322K +12,089 +9%
Bank of America
10
Bank of America
North Carolina
$3.88M +$1.77M +66,391 +85%
Morgan Stanley
11
Morgan Stanley
New York
$3.79M -$5.11M -191,822 -58%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.74M +$459K +17,216 +14%
MPW
13
MA Private Wealth
California
$3.62M -$136K -5,093 -4%
ARC
14
Advisor Resource Council
Texas
$2.88M +$2.85M +106,935 New
Barclays
15
Barclays
United Kingdom
$2.86M +$2.83M +106,323 New
State Street
16
State Street
Massachusetts
$2.82M
Stifel Financial
17
Stifel Financial
Missouri
$2.78M +$1.79M +67,351 +187%
APW
18
Aurora Private Wealth
New Jersey
$2.01M +$1.99M +74,689 New
CRI
19
Colonial River Investments
Virginia
$1.93M -$8.1K -304 -0.4%
Citadel Advisors
20
Citadel Advisors
Florida
$1.55M +$1.54M +57,773 New
KW
21
KWB Wealth
California
$1.21M
AWM
22
AE Wealth Management
Kansas
$1.04M +$1.03M +38,722 New
MIAN
23
Mariner Independent Advisor Network
Kansas
$910K +$391K +14,669 +76%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$895K -$3.01M -112,977 -77%
PMG
25
ProVise Management Group
Florida
$892K +$187K +7,024 +27%