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State Street SPDR Portfolio High Yield Bond ETF

167 hedge funds and large institutions have $649M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

76% more capital invested

Capital invested by funds: $368M → $649M (+$280M)

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8.3% more ownership

Funds ownership: 46.22%54.52% (+8.3%)

6% more funds holding

Funds holding: 157167 (+10)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.66%
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 Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$154M +$153M +6,696,428 New
Ameriprise
2
Ameriprise
Minnesota
$74.5M +$57.7M +2,535,075 +358%
LPL Financial
3
LPL Financial
California
$63M +$5.48M +240,702 +10%
CAI
4
Capital Advisors Inc
Oklahoma
$24.3M +$4.4M +193,091 +22%
DIP
5
DT Investment Partners
Pennsylvania
$23.4M +$2.44M +106,920 +12%
Jane Street
6
Jane Street
New York
$22.4M +$22.2M +974,685 New
Bank of America
7
Bank of America
North Carolina
$21.7M +$1.06M +46,392 +5%
KW
8
KWB Wealth
California
$15.7M +$280K +12,293 +2%
SA
9
SAM Advisors
California
$14.9M -$1.63M -71,359 -10%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$13.2M +$11.3M +495,233 +574%
KBFS
11
Kohmann Bosshard Financial Services
Ohio
$13M +$576K +25,268 +5%
HP
12
Hilltop Partners
Indiana
$12M +$11.5M +504,574 +3,174%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$11.8M +$6.6M +289,597 +128%
NC
14
NewSquare Capital
Pennsylvania
$10M -$315K -13,817 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$9.13M -$3.01M -132,031 -25%
SFG
16
Sterling Financial Group
California
$9.09M
PAG
17
Private Advisor Group
New Jersey
$7.99M -$1.09M -47,784 -12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.85M +$3.18M +139,489 +88%
AWM
19
AE Wealth Management
Kansas
$6.37M -$2.86M -125,475 -31%
AA
20
Aire Advisors
California
$6.04M +$203K +8,919 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.35M +$9.45K +415 +0.2%
Morgan Stanley
22
Morgan Stanley
New York
$5.32M -$1.39M -61,189 -21%
PWA
23
Peterson Wealth Advisors
Utah
$5.2M -$533K -23,413 -9%
PMG
24
ProVise Management Group
Florida
$5.2M +$151K +6,625 +3%
OL
25
Optas LLC
Texas
$4.97M +$4.92M +216,157 New