SPDR Portfolio High Yield Bond ETFSPHY
SPHY
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
189% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 36
140% more repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 88
32% more funds holding in top 10
Funds holding in top 10: 22 [Q3] → 29 (+7) [Q4]
23% more capital invested
Capital invested by funds: $3.53B [Q3] → $4.35B (+$822M) [Q4]
16% more funds holding
Funds holding: 369 [Q3] → 427 (+58) [Q4]
1.99% more ownership
Funds ownership: 62.76% [Q3] → 64.74% (+1.99%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for SPHY.
Financial journalist opinion
Positive
Seeking Alpha
2 months ago
Trending Funds With High Yield - SPHY Yielding 7.7%
Stock prices are high and concentrated, which implies below-average long term returns, while high starting yields are favorable for bonds. The article recommends a balanced approach to investing in bonds, which may include a portion in high-yielding funds with a history of high risk-adjusted performance. Fourteen funds in High Yield, Loan Participation, and Investment Grade Lipper Categories are analyzed.
Positive
Seeking Alpha
3 months ago
SPHY: A Neutral Risk/Reward Today
Interest rates have fallen recently, and despite initial inflation concerns post-election, disappointing economic data has led to softer Treasury rates. SPHY offers a 7.5% yield to maturity with a low expense ratio, but tight credit spreads signal confidence in low-quality issuers meeting obligations. SPHY's performance has been strong, with a bullish technical outlook and historical January gains, but I maintain a hold rating due to compressed yields.
Positive
Seeking Alpha
4 months ago
Undercovered ETFs: Nuclear, Uranium, China, India +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.
Neutral
The Motley Fool
4 months ago
Why I'm Loading Up on These 3 High-Dividend ETFs for Passive Income
These ETFs provide different types of income.
Positive
Seeking Alpha
5 months ago
How To Invest $100,000 For A High-Yield Monthly Dividend Portfolio
Monthly payers like DIA, JEPI, JEPQ, and SPHY provide consistent income, making them attractive for income-focused investors. DIA offers exposure to the Dow Jones Industrial Average, balancing growth and stability. JEPI and JEPQ generate premium income through options strategies, enhancing yield potential.
Positive
Seeking Alpha
6 months ago
SPHY: Simple, Strong High-Yield Bond ETF, 7.7% Yield
SPHY is a simple high-yield corporate bond ETF. SPHY offers a strong 7.7% yield, low 0.05% expense ratio, and consistent outperformance, making it a compelling high-yield corporate bond ETF. Despite above-average default rates, economic conditions and potential Fed cuts support the stability of non-investment grade bonds.
Positive
The Motley Fool
6 months ago
3 High-Yielding ETFs I Can't Wait to Buy for Passive Income This September
JPMorgan Equity Premium Income ETF offers income and upside potential. iShares 0-3 Month Treasury Bond ETF is a great way to generate incremental passive income from idle cash.
Negative
Seeking Alpha
7 months ago
SPHY: Keep It On A Watch List
Junk bonds offer high yield but come with default risk, which may be mispriced in the current economic cycle. SPDR® Portfolio High Yield Bond ETF provides exposure to diversified high-yield bonds with a low expense ratio. The SPHY fund holds investment-grade corporate bonds with diverse maturities and yields, with a sector composition focused on Consumer Cyclicals, Communications, and Energy.
Positive
ETF Trends
7 months ago
High Yield Bond ETFs Have New Asset Leader
The U.S. high yield bond ETF category has a new asset leader. The iShares Broad USD High Yield Corporate Bond ETF (USHY) is now the largest high yield bond ETF in the market, with assets totaling $15.9 billion as of Aug.15.
Positive
The Motley Fool
7 months ago
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
SPDR Portfolio S&P 500 High Dividend ETF provides passive income from 80 top high-yield dividend stocks. JPMorgan Equity Premium Income ETF supplies monthly income from options premiums.
Charts implemented using Lightweight Charts™