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State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M +$667M +28,100,000 New
SEI Investments
2
SEI Investments
Pennsylvania
$370M +$18.2M +767,793 +5%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M -$98.2M -4,137,637 -31%
Wells Fargo
4
Wells Fargo
California
$203M +$9.91M +417,740 +5%
OPAM
5
Ocean Park Asset Management
California
$174M +$35.2M +1,482,085 +25%
Ameriprise
6
Ameriprise
Minnesota
$155M +$8.44M +355,730 +6%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$132M +$21.4M +900,000 +19%
LPL Financial
8
LPL Financial
California
$119M +$14.4M +607,746 +14%
Morgan Stanley
9
Morgan Stanley
New York
$119M +$16.6M +698,030 +16%
US Bancorp
10
US Bancorp
Minnesota
$117M +$3.12M +131,406 +3%
KAM
11
Kensington Asset Management
Texas
$98.1M
Goldman Sachs
12
Goldman Sachs
New York
$89.4M +$69.7M +2,938,686 +338%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$76.7M -$2.57M -108,475 -3%
AA
14
Advisory Alpha
Michigan
$76.2M -$490K -20,669 -0.6%
DAS
15
Diversify Advisory Services
Utah
$56.5M +$10.5M +440,771 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$52.5M +$11.8M +496,639 +29%
BEI
17
Benjamin Edwards Inc
Missouri
$46.6M +$2.94M +123,861 +7%
CAL
18
Capital Analysts LLC
Pennsylvania
$46.6M +$669K +28,192 +1%
Stifel Financial
19
Stifel Financial
Missouri
$43.1M +$1.73M +72,725 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$43.1M +$4.77M +201,014 +12%
CE
21
Cornerstone Enterprises
Wisconsin
$37.4M +$5.89M +248,302 +18%
Comerica Bank
22
Comerica Bank
Texas
$36.4M +$735K +30,959 +2%
Bank of America
23
Bank of America
North Carolina
$34.8M -$231K -9,728 -0.7%
NIM
24
NEOS Investment Management
Connecticut
$34.8M +$1.06M +44,467 +3%
DF
25
Donoghue Forlines
Massachusetts
$34M +$7.11M +299,681 +26%