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State Street SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in State Street SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 25

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

71% more capital invested

Capital invested by funds: $1.44B → $2.45B (+$1.01B)

60% more funds holding in top 10

Funds holding in top 10: 1016 (+6)

30% more funds holding

Funds holding: 207270 (+63)

2.56% more ownership

Funds ownership: 71.71%74.26% (+2.6%)

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.94%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$423M +$409M +18,082,541 New
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$253M -$4.84M -214,400 -2%
Wells Fargo
3
Wells Fargo
California
$188M +$182M +8,033,446 +69,433%
Morgan Stanley
4
Morgan Stanley
New York
$127M +$81M +3,583,937 +194%
Bank of America
5
Bank of America
North Carolina
$114M +$103M +4,549,443 +1,389%
NL
6
NEPC LLC
Massachusetts
$93.5M +$2M +88,323 +2%
Ameriprise
7
Ameriprise
Minnesota
$85M +$26.4M +1,166,484 +47%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$74M -$64.9M -2,871,765 -48%
LPL Financial
9
LPL Financial
California
$65.6M +$1.68M +74,350 +3%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$65.5M -$47.3M -2,092,000 -43%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$56.1M +$49.5M +2,189,093 +1,046%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$53.2M +$51.4M +2,274,104 New
KAM
13
Kensington Asset Management
Texas
$52M +$50.3M +2,224,800 New
OPAM
14
Ocean Park Asset Management
California
$47.1M +$12.5M +554,476 +38%
CAL
15
Capital Analysts LLC
Pennsylvania
$41.1M +$943K +41,750 +2%
APWA
16
Atlas Private Wealth Advisors
New Jersey
$35.1M +$9.64M +426,440 +40%
DF
17
Donoghue Forlines
Massachusetts
$28.4M +$27.4M +1,214,790 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$28.1M +$14.5M +641,004 +114%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$23.5M +$22.7M +1,006,608 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$22.2M +$11M +484,801 +105%
GVAG
21
Great Valley Advisor Group
Delaware
$20.1M +$19.4M +858,216 New
SPWG
22
Syntegra Private Wealth Group
Missouri
$17.6M -$311K -13,784 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$16.9M -$1.65M -72,807 -9%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$16.5M +$870K +38,521 +6%
CE
25
Cornerstone Enterprises
Wisconsin
$16.1M +$15.6M +689,173 New