State Street SPDR Portfolio High Yield Bond ETF
SPHY
31 hedge funds and large institutions have $36.3M invested in State Street SPDR Portfolio High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
15% more funds holding
Funds holding: 27 → 31 (+4)
13% more capital invested
Capital invested by funds: $32.1M → $36.3M (+$4.19M)
5.96% more ownership
Funds ownership: 46.5% → 52.46% (+6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
57% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
+$4.07M |
| 2 |
MAG
Mokosak Advisory Group
Urbandale,
Iowa
|
+$3.47M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.36M |
| 4 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$1.16M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$654K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.2M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$755K |
| 3 |
FA
Fagan Associates
Troy,
New York
|
-$334K |
| 4 |
CG
Colony Group
Boston,
Massachusetts
|
-$325K |
| 5 |
Morgan Stanley
New York
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
26
Ameritas Investment Partners
Lincoln,
Nebraska
| $15K | +$100 | +4 | +0.6% |
|
27
JP Morgan Chase
New York
| $14K | -$75 | -3 | -0.5% |
|
|
FHA
28
Flagship Harbor Advisors
Boston,
Massachusetts
| $8K | – | – | – |
|
|
GWMIA
29
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $4K | +$4.39K | +176 | New |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
KF
31
Krilogy Financial
St. Louis,
Missouri
| – | -$230K | -8,991 | Closed |
|
|
SWP
32
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$55K | -2,154 | Closed |
|
SPHY Hedge Fund Activity: Q4 2018 in Review
31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2018, worth a combined $36.3M — up 13% from $32.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPHY positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 14 trimmed.
The largest buyer was Flow Traders U.S., opening a new position worth an estimated $4.07M. The largest seller was Jane Street, cutting an estimated $3.2M.
- 31 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2018, up from 27 in Q3 2018.
- Funds reported $36.3M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2018, up 13% quarter-over-quarter.
- 7 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2018 and 2 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2018 was Flow Traders U.S., an estimated $4.07M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2018 was Jane Street, an estimated $3.2M sold.
Based on aggregated 13F filings for Q4 2018.