We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

81 hedge funds and large institutions have $196M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

31% more capital invested

Capital invested by funds: $149M → $196M (+$46.5M)

5% more funds holding

Funds holding: 7781 (+4)

1.73% more ownership

Funds ownership: 36.79%38.52% (+1.7%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
36
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$48.7M +$21.7M +810,311 +80%
JP Morgan Chase
2
JP Morgan Chase
New York
$16.8M +$16.8M +627,954 New
CAI
3
Capital Advisors Inc
Oklahoma
$12.1M +$12.2M +453,815 New
SL
4
Systelligence LLC
Minnesota
$12.1M +$1.09M +40,647 +10%
Barclays
5
Barclays
United Kingdom
$12M +$9.18M +342,557 +322%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$10.4M +$1.95M +72,773 +23%
Morgan Stanley
7
Morgan Stanley
New York
$8.16M +$4.39M +163,946 +116%
Mariner
8
Mariner
Kansas
$7.58M +$3.47M +129,291 +84%
HIS
9
Horizon Investment Services
Indiana
$6.45M +$697K +26,009 +12%
Stifel Financial
10
Stifel Financial
Missouri
$5.99M +$3.23M +120,619 +117%
CI
11
Conning Inc
Connecticut
$5.04M
Jane Street
12
Jane Street
New York
$4.12M +$4.13M +154,019 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.06M -$258K -9,628 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.96M +$234K +8,743 +6%
PAG
15
Private Advisor Group
New Jersey
$3.59M +$3.09M +115,174 +605%
State Street
16
State Street
Massachusetts
$2.7M -$107K -4,000 -4%
Bank of America
17
Bank of America
North Carolina
$2.67M -$1.19M -44,524 -31%
Citadel Advisors
18
Citadel Advisors
Florida
$2.24M +$697K +26,014 +45%
APW
19
Aurora Private Wealth
New Jersey
$2.17M +$172K +6,404 +9%
KAS
20
Kestra Advisory Services
Texas
$2.16M +$1.85M +69,008 +594%
AWM
21
AE Wealth Management
Kansas
$1.91M +$875K +32,651 +84%
PMG
22
ProVise Management Group
Florida
$1.65M +$765K +28,528 +86%
ARC
23
Advisor Resource Council
Texas
$1.39M -$1.48M -55,061 -51%
KW
24
KWB Wealth
California
$1.36M +$135K +5,034 +11%
MPW
25
MA Private Wealth
California
$1.29M -$2.31M -86,319 -64%