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State Street SPDR Portfolio High Yield Bond ETF

207 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 17

156% more capital invested

Capital invested by funds: $562M → $1.44B (+$875M)

150% more funds holding in top 10

Funds holding in top 10: 410 (+6)

148% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 40

20.77% more ownership

Funds ownership: 50.93%71.71% (+21%)

16% more funds holding

Funds holding: 178207 (+29)

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.29%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M +$251M +11,053,400 New
Jane Street
2
Jane Street
New York
$161M +$159M +6,983,811 +3,823%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$135M -$15M -661,667 -10%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$110M +$111M +4,892,000 New
NL
5
NEPC LLC
Massachusetts
$87.7M +$88.9M +3,911,346 New
LPL Financial
6
LPL Financial
California
$61.3M +$6.04M +265,797 +11%
Ameriprise
7
Ameriprise
Minnesota
$55.5M +$34M +1,498,074 +154%
Morgan Stanley
8
Morgan Stanley
New York
$41.5M +$31.8M +1,400,896 +311%
CAL
9
Capital Analysts LLC
Pennsylvania
$38.4M +$38.9M +1,714,239 New
OPAM
10
Ocean Park Asset Management
California
$32.7M +$33.2M +1,459,600 New
DIP
11
DT Investment Partners
Pennsylvania
$24.5M +$510K +22,434 +2%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$24.1M +$21.9M +965,871 +871%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$17.9M +$7.05M +310,242 +64%
SPWG
14
Syntegra Private Wealth Group
Missouri
$17.2M +$1.41M +61,882 +9%
OCM
15
One Capital Management
California
$15.5M +$15.7M +693,170 New
KBFS
16
Kohmann Bosshard Financial Services
Ohio
$14.9M +$636K +27,999 +4%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$14.9M +$12.1M +532,317 +401%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12.6M -$3.44M -151,320 -21%
CAN
19
Cetera Advisor Networks
California
$12.6M +$11.5M +505,138 +908%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$12.3M +$427K +18,775 +4%
SA
21
SAM Advisors
California
$12M -$49.4K -2,176 -0.4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12M +$8.54M +375,963 +238%
CAI
23
Capital Advisors Inc
Oklahoma
$11.5M -$12.3M -541,034 -51%
HP
24
Hilltop Partners
Indiana
$11.4M +$10.6M +467,608 +1,087%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$11.1M +$11.2M +494,742 New