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SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$244K
Name Market Value Shares Shares
Change
Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$154M 6,696,428 +6,696,428 New
Ameriprise
2
Ameriprise
Minnesota
$74.5M 3,242,622 +2,535,075 +358%
LPL Financial
3
LPL Financial
California
$63M 2,742,183 +240,702 +10%
CAI
4
Capital Advisors Inc
Oklahoma
$24.3M 1,056,809 +193,091 +22%
DIP
5
DT Investment Partners
Pennsylvania
$23.4M 1,032,455 +106,920 +12%
Jane Street
6
Jane Street
New York
$22.4M 974,685 +974,685 New
Bank of America
7
Bank of America
North Carolina
$21.7M 945,413 +46,392 +5%
KW
8
KWB Wealth
California
$15.7M 704,921 +12,293 +2%
SA
9
SAM Advisors
California
$14.9M 646,341 -71,359 -10%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$13.2M 581,550 +495,233 +574%
KBFS
11
Kohmann Bosshard Financial Services
Ohio
$13M 561,851 +25,268 +5%
HP
12
Hilltop Partners
Indiana
$12M 520,471 +504,574 +3,174%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$11.8M 515,042 +289,597 +128%
NC
14
NewSquare Capital
Pennsylvania
$10M 435,395 -13,817 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.13M 397,225 -132,031 -25%
SFG
16
Sterling Financial Group
California
$9.09M 406,879
PAG
17
Private Advisor Group
New Jersey
$7.99M 347,887 -47,784 -12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.85M 298,022 +139,489 +88%
AWM
19
AE Wealth Management
Kansas
$6.37M 277,177 -125,475 -31%
AA
20
Aire Advisors
California
$6.04M 262,680 +8,919 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.35M 232,838 +415 +0.2%
Morgan Stanley
22
Morgan Stanley
New York
$5.32M 231,678 -61,189 -21%
PWA
23
Peterson Wealth Advisors
Utah
$5.2M 226,170 -23,413 -9%
PMG
24
ProVise Management Group
Florida
$5.2M 226,086 +6,625 +3%
OL
25
Optas LLC
Texas
$4.97M 216,157 +216,157 New