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State Street SPDR Portfolio High Yield Bond ETF

98 hedge funds and large institutions have $206M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

106% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more funds holding

Funds holding: 8198 (+17)

5% more capital invested

Capital invested by funds: $196M → $206M (+$10.6M)

2.23% less ownership

Funds ownership: 38.52%36.29% (-2.2%)

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
37
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$43.2M -$5.1M -192,175 -11%
Morgan Stanley
2
Morgan Stanley
New York
$13.5M +$5.42M +204,521 +67%
CAI
3
Capital Advisors Inc
Oklahoma
$12.8M +$753K +28,387 +6%
SL
4
Systelligence LLC
Minnesota
$12M +$14.7K +556 +0.1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$11.8M +$1.52M +57,150 +15%
KBFS
6
Kohmann Bosshard Financial Services
Ohio
$11.7M +$11.4M +430,189 New
RWA
7
Redhawk Wealth Advisors
Minnesota
$8.11M +$7.7M +290,455 +1,959%
Mariner
8
Mariner
Kansas
$7.65M +$127K +4,789 +2%
HIS
9
Horizon Investment Services
Indiana
$6.46M +$54.7K +2,062 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.54M +$1.61M +60,584 +41%
Stifel Financial
11
Stifel Financial
Missouri
$5.53M -$418K -15,757 -7%
ARC
12
Advisor Resource Council
Texas
$4.73M +$3.35M +126,312 +243%
OMC
13
Old Mission Capital
Illinois
$4.62M +$4.61M +173,742 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.33M +$308K +11,602 +8%
Bank of America
15
Bank of America
North Carolina
$4.03M +$1.37M +51,814 +52%
PAG
16
Private Advisor Group
New Jersey
$3.58M +$19.6K +739 +0.6%
RGF
17
Retirement Guys Formula
Ohio
$3.44M +$3.43M +129,453 New
SWP
18
Stratos Wealth Partners
Ohio
$2.68M +$2.68M +101,019 New
State Street
19
State Street
Massachusetts
$2.58M -$106K -4,000 -4%
TDWM
20
Topel & Distasi Wealth Management
California
$2.36M +$2.36M +88,831 New
AWM
21
AE Wealth Management
Kansas
$2.29M +$394K +14,864 +21%
APW
22
Aurora Private Wealth
New Jersey
$2.24M +$86K +3,241 +4%
PMG
23
ProVise Management Group
Florida
$2.06M +$422K +15,918 +26%
CRI
24
Colonial River Investments
Virginia
$1.86M +$1.86M +70,204 New
SFP
25
Strategic Financial Planning
Texas
$1.65M +$1.65M +62,245 New