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State Street SPDR Portfolio High Yield Bond ETF
SPHY

27 hedge funds and large institutions have $25.5M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 31 → 27 (-4)

14.71% less ownership

Funds ownership: 52.46% → 37.75% (-15%)

30% less capital invested

Capital invested by funds: $36.3M → $25.5M (-$10.7M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
8
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.3M
2
KWA
KCS Wealth Advisory
California
+$1.06M
3
ACM
AlphaStar Capital Management
North Carolina
+$385K
4
Bank of America
Bank of America
North Carolina
+$71.5K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$65.4K

Top Sellers

1
FWM
Focused Wealth Management
New York
-$8.03M
2
SFG
StrategIQ Financial Group
Indiana
-$4.12M
3
FTUS
Flow Traders U.S.
New York
-$3.72M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.38M
5
Citadel Advisors
Citadel Advisors
Florida
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$1K – – –
Citadel Advisors
27
Citadel Advisors
Florida
– -$250K -10,136 Closed
TSS
28
Two Sigma Securities
New York
– -$235K -9,528 Closed
LTFS
29
Ladenburg Thalmann Financial Services
Florida
– -$69K -2,794 Closed
AIC
30
Ameritas Investment Company
Nebraska
– -$16K -628 Closed
GWMIA
31
Global Wealth Management Investment Advisory
Florida
– -$4K -176 Closed
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