We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$339M +$9.92M +428,117 +3%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$252M -$4.61M -199,100 -2%
Wells Fargo
3
Wells Fargo
California
$191M +$4.45M +191,865 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$189M -$52.3M -2,259,337 -22%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$144M +$6.41M +276,858 +5%
Ameriprise
6
Ameriprise
Minnesota
$135M +$4.28M +184,617 +3%
US Bancorp
7
US Bancorp
Minnesota
$89.6M +$44.2M +1,909,228 +98%
LPL Financial
8
LPL Financial
California
$87.9M +$9.52M +410,924 +12%
KAM
9
Kensington Asset Management
Texas
$87.8M +$33M +1,422,700 +60%
OPAM
10
Ocean Park Asset Management
California
$83M +$12.4M +536,100 +18%
Morgan Stanley
11
Morgan Stanley
New York
$80.7M +$13.1M +567,042 +19%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$78.4M +$26.1M +1,128,491 +50%
AA
13
Advisory Alpha
Michigan
$67.1M +$1.65M +71,220 +3%
NL
14
NEPC LLC
Massachusetts
$65.8M -$10.1M -435,155 -13%
TC
15
Toews Corporation
New Jersey
$53M +$52.8M +2,280,100 New
CAL
16
Capital Analysts LLC
Pennsylvania
$43.5M +$1.5M +64,859 +4%
APWA
17
Atlas Private Wealth Advisors
New Jersey
$40.1M +$20.8M +898,495 +109%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$38M +$7.53M +324,903 +25%
Comerica Bank
19
Comerica Bank
Texas
$36.1M +$35.4M +1,528,333 +5,962%
DF
20
Donoghue Forlines
Massachusetts
$34.8M +$3.99M +172,311 +13%
MERSOM
21
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M -$17.7M -765,967 -34%
Bank of America
22
Bank of America
North Carolina
$31.8M +$4.7M +202,851 +17%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$31.5M +$7.5M +323,871 +31%
GVAG
24
Great Valley Advisor Group
Delaware
$30.2M +$4.71M +203,402 +19%
BF
25
BOK Financial
Oklahoma
$27.6M -$767K -33,086 -3%