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State Street SPDR Portfolio High Yield Bond ETF

178 hedge funds and large institutions have $562M invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% more funds holding

Funds holding: 167178 (+11)

3.58% less ownership

Funds ownership: 54.52%50.93% (-3.6%)

13% less capital invested

Capital invested by funds: $649M → $562M (-$86.8M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$153M
LPL Financial
2
LPL Financial
California
$56.3M -$6.26M -275,723 -10%
DIP
3
DT Investment Partners
Pennsylvania
$24.3M +$844K +37,177 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$24.1M -$55.9K -2,463 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$22.2M -$51.5M -2,269,769 -70%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.3M +$9.42M +415,221 +139%
SPWG
7
Syntegra Private Wealth Group
Missouri
$16.1M +$16M +706,583 New
KBFS
8
Kohmann Bosshard Financial Services
Ohio
$14.6M +$1.74M +76,603 +14%
SA
9
SAM Advisors
California
$12.3M -$2.43M -106,868 -17%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$12.1M +$286K +12,591 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.1M +$2.05M +90,329 +23%
Morgan Stanley
12
Morgan Stanley
New York
$10.3M +$4.95M +218,065 +94%
SMM
13
Stadion Money Management
Georgia
$10M +$7.54M +332,341 +310%
NC
14
NewSquare Capital
Pennsylvania
$9.76M -$178K -7,860 -2%
AA
15
Aire Advisors
California
$6.1M +$99.9K +4,403 +2%
Bank of America
16
Bank of America
North Carolina
$5.91M -$15.6M -686,801 -73%
PMG
17
ProVise Management Group
Florida
$5.25M +$86.2K +3,797 +2%
AWM
18
AE Wealth Management
Kansas
$5.21M -$1.12M -49,156 -18%
SFP
19
Strategic Financial Planning
Texas
$4.88M +$29K +1,279 +0.6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.87M +$4.84M +213,145 New
Jane Street
21
Jane Street
New York
$4.17M -$18M -792,001 -81%
B
22
Bensler
Washington
$3.81M +$1.37M +60,373 +57%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.61M +$1.77M +78,207 +98%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.56M +$528K +23,246 +18%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$3.41M +$200K +8,791 +6%