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State Street SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

103% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 31

22% more funds holding

Funds holding: 129157 (+28)

21% more capital invested

Capital invested by funds: $305M → $368M (+$63.6M)

5.74% more ownership

Funds ownership: 40.48%46.22% (+5.7%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.52%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$55.9M +$9.11M +407,150 +19%
DIP
2
DT Investment Partners
Pennsylvania
$20.7M +$20.7M +925,535 New
Bank of America
3
Bank of America
North Carolina
$20.1M +$1.27M +56,737 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$19.3M -$4.09M -182,820 -17%
SA
5
SAM Advisors
California
$16M +$1.41M +63,061 +10%
Ameriprise
6
Ameriprise
Minnesota
$15.8M +$10.9M +487,256 +221%
KW
7
KWB Wealth
California
$15.5M -$354K -15,836 -2%
KBFS
8
Kohmann Bosshard Financial Services
Ohio
$12M -$208K -9,304 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.8M +$297K +13,264 +3%
SL
10
Systelligence LLC
Minnesota
$10.6M -$1.55M -69,447 -13%
NC
11
NewSquare Capital
Pennsylvania
$10M -$680K -30,399 -6%
SFG
12
Sterling Financial Group
California
$9.09M +$9.11M +406,879 New
AWM
13
AE Wealth Management
Kansas
$9M -$1.15M -51,347 -11%
Morgan Stanley
14
Morgan Stanley
New York
$6.54M +$46.2K +2,062 +0.7%
LFPWM
15
Leicht Financial Planning & Wealth Management
New Jersey
$6.46M +$11.2K +502 +0.2%
EFS
16
Econ Financial Services
Pennsylvania
$5.9M -$57.8K -2,581 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.84M +$5.86M +261,738 New
AA
18
Aire Advisors
California
$5.66M +$764K +34,122 +16%
PWA
19
Peterson Wealth Advisors
Utah
$5.58M -$89.1K -3,980 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.19M +$5.2M +232,423 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$5.04M +$5.05M +225,445 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.03M +$5.04M +225,203 New
PMG
23
ProVise Management Group
Florida
$4.9M -$120K -5,341 -2%
SFP
24
Strategic Financial Planning
Texas
$4.64M -$84.9K -3,793 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.54M +$138K +6,158 +4%