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State Street SPDR Portfolio High Yield Bond ETF

108 hedge funds and large institutions have $249M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

20% more capital invested

Capital invested by funds: $206M → $249M (+$42.3M)

10% more funds holding

Funds holding: 98108 (+10)

3.5% more ownership

Funds ownership: 36.29%39.79% (+3.5%)

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$40.5M -$319K -12,475 -0.8%
SL
2
Systelligence LLC
Minnesota
$32.4M +$21.5M +840,883 +186%
RWA
3
Redhawk Wealth Advisors
Minnesota
$20M +$12.6M +492,079 +161%
Morgan Stanley
4
Morgan Stanley
New York
$17.7M +$5.04M +197,186 +39%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.2M +$10.3M +403,162 +247%
CAI
6
Capital Advisors Inc
Oklahoma
$12.2M +$65.3K +2,556 +0.5%
KBFS
7
Kohmann Bosshard Financial Services
Ohio
$11.7M +$914K +35,784 +8%
LFPWM
8
Leicht Financial Planning & Wealth Management
New Jersey
$7.19M +$7.32M +286,432 New
Stifel Financial
9
Stifel Financial
Missouri
$7M +$1.81M +70,730 +34%
HIS
10
Horizon Investment Services
Indiana
$6.09M -$15.7K -616 -0.3%
PAG
11
Private Advisor Group
New Jersey
$5.98M +$2.64M +103,420 +77%
SFP
12
Strategic Financial Planning
Texas
$5.01M +$3.51M +137,237 +220%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.86M -$383K -15,004 -7%
PMG
14
ProVise Management Group
Florida
$4.6M +$2.7M +105,562 +136%
AA
15
Aire Advisors
California
$4.12M +$4.06M +159,001 New
IDA
16
Intelligence Driven Advisers
California
$3.9M +$4.04M +157,895 New
Bank of America
17
Bank of America
North Carolina
$3.3M -$520K -20,349 -13%
FHA
18
Flagship Harbor Advisors
Massachusetts
$2.94M +$3M +117,231 New
AWM
19
AE Wealth Management
Kansas
$2.77M +$611K +23,908 +28%
MAWAG
20
Mid-American Wealth Advisory Group
Missouri
$2.6M +$1.4M +54,973 +113%
State Street
21
State Street
Massachusetts
$2.44M
APW
22
Aurora Private Wealth
New Jersey
$2.44M +$324K +12,681 +15%
TDWM
23
Topel & Distasi Wealth Management
California
$2.23M
ARC
24
Advisor Resource Council
Texas
$1.98M -$2.54M -99,330 -56%
OMC
25
Old Mission Capital
Illinois
$1.76M -$2.65M -103,559 -60%