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SPDR Portfolio High Yield Bond ETF

157 hedge funds and large institutions have $368M invested in 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.

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.53%
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 Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$55.9M 2,501,481 +407,150 +19%
DIP
2
DT Investment Partners
Pennsylvania
$20.7M 925,535 +925,535 New
Bank of America
3
Bank of America
North Carolina
$20.1M 899,021 +56,737 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$19.3M 863,718 -182,820 -17%
SA
5
SAM Advisors
California
$16M 717,700 +63,061 +10%
Ameriprise
6
Ameriprise
Minnesota
$15.8M 707,547 +487,256 +221%
KW
7
KWB Wealth
California
$15.5M 692,628 -15,836 -2%
KBFS
8
Kohmann Bosshard Financial Services
Ohio
$12M 536,583 -9,304 -2%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.8M 529,256 +13,264 +3%
SL
10
Systelligence LLC
Minnesota
$10.6M 472,457 -69,447 -13%
NC
11
NewSquare Capital
Pennsylvania
$10M 449,212 -30,399 -6%
SFG
12
Sterling Financial Group
California
$9.09M 406,879 +406,879 New
AWM
13
AE Wealth Management
Kansas
$9M 402,652 -51,347 -11%
Morgan Stanley
14
Morgan Stanley
New York
$6.54M 292,867 +2,062 +0.7%
LFPWM
15
Leicht Financial Planning & Wealth Management
New Jersey
$6.46M 289,294 +502 +0.2%
EFS
16
Econ Financial Services
Pennsylvania
$5.9M 264,143 -2,581 -1%
HighTower Advisors
17
HighTower Advisors
Illinois
$5.84M 261,738 +261,738 New
AA
18
Aire Advisors
California
$5.66M 253,761 +34,122 +16%
PWA
19
Peterson Wealth Advisors
Utah
$5.58M 249,583 -3,980 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$5.19M 232,423 +232,423 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$5.04M 225,445 +225,445 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.03M 225,203 +225,203 New
PMG
23
ProVise Management Group
Florida
$4.9M 219,461 -5,341 -2%
SFP
24
Strategic Financial Planning
Texas
$4.64M 207,499 -3,793 -2%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.54M 158,533 +6,158 +4%