We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

129 hedge funds and large institutions have $305M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more capital invested

Capital invested by funds: $265M → $305M (+$39.5M)

12% more funds holding

Funds holding: 115129 (+14)

1.88% more ownership

Funds ownership: 38.6%40.48% (+1.9%)

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
48
Reduced
35
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$45.7M +$4.01M +174,144 +9%
CAI
2
Capital Advisors Inc
Oklahoma
$22.8M -$97.9K -4,253 -0.4%
Bank of America
3
Bank of America
North Carolina
$18.4M +$142K +6,167 +0.7%
KW
4
KWB Wealth
California
$15.5M +$191K +8,297 +1%
Jane Street
5
Jane Street
New York
$15.2M +$16M +696,214 New
SA
6
SAM Advisors
California
$14.3M +$15.1M +654,639 New
KBFS
7
Kohmann Bosshard Financial Services
Ohio
$11.9M +$1.24M +54,002 +11%
SL
8
Systelligence LLC
Minnesota
$11.8M -$12.6M -546,328 -50%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.3M +$566K +24,610 +5%
NC
10
NewSquare Capital
Pennsylvania
$10.5M +$11M +479,611 New
AWM
11
AE Wealth Management
Kansas
$9.91M +$8.11M +352,578 +348%
Morgan Stanley
12
Morgan Stanley
New York
$6.34M -$6.23M -270,557 -48%
LFPWM
13
Leicht Financial Planning & Wealth Management
New Jersey
$6.3M +$15.6K +676 +0.2%
PAG
14
Private Advisor Group
New Jersey
$5.89M +$388K +16,881 +7%
EFS
15
Econ Financial Services
Pennsylvania
$5.82M +$6.14M +266,724 New
PWA
16
Peterson Wealth Advisors
Utah
$5.53M -$467K -20,276 -7%
AWS
17
Atria Wealth Solutions
New York
$5.45M -$99.3K -4,314 -2%
FTUS
18
Flow Traders U.S.
New York
$5.09M +$3.33M +144,618 +163%
PMG
19
ProVise Management Group
Florida
$4.91M +$557K +24,191 +12%
Ameriprise
20
Ameriprise
Minnesota
$4.81M +$2.62M +114,017 +107%
AA
21
Aire Advisors
California
$4.79M +$474K +20,606 +10%
SFP
22
Strategic Financial Planning
Texas
$4.61M +$80.2K +3,483 +2%
HIS
23
Horizon Investment Services
Indiana
$4.18M -$279K -12,128 -6%
EH
24
Equitable Holdings
New York
$3.48M +$208K +9,025 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.33M -$87.7K -3,813 -2%