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State Street SPDR Portfolio High Yield Bond ETF
SPHY
SPHY
36 hedge funds and large institutions have $30.8M invested in State Street SPDR Portfolio High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
28% more capital invested
Capital invested by funds: $24M → $30.8M (+$6.81M)
9% more funds holding
Funds holding: 33 → 36 (+3)
5.61% more ownership
Funds ownership: 30.57% → 36.18% (+5.6%)
Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.6M |
| 2 |
Jane Street
New York
|
+$1.45M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$1.11M |
| 4 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$667K |
| 5 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
+$568K |
Top Sellers
| 1 |
JG
Jefferies Group
New York
|
-$1.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$743K |
| 3 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
-$642K |
| 4 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$340K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$54.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $117K | – | – | – |
|
|
CFG
27
Capstone Financial Group
Oklahoma City,
Oklahoma
| $56K | +$55K | +2,111 | New |
|
|
GFPC
28
Global Financial Private Client
Sarasota,
Florida
| $48.2K | +$47.6K | +1,827 | New |
|
|
LFG
29
LifePlan Financial Group
Dayton,
Ohio
| $20K | – | – | – |
|
30
US Bancorp
Minneapolis,
Minnesota
| $17K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $14K | -$17.4K | -667 | -55% |
|
|
FWM
32
Focused Wealth Management
Newburgh,
New York
| $13K | -$3.23K | -124 | -20% |
|
|
FHA
33
Flagship Harbor Advisors
Boston,
Massachusetts
| $9K | – | – | – |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
AG
35
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
JG
36
Jefferies Group
New York
| – | -$1.4M | -53,369 | Closed |
|
|
FM
37
Family Management
New York
| – | -$50K | -1,895 | Closed |
|
38
JP Morgan Chase
New York
| – | -$17K | -637 | Closed |
|
|
FAAS
39
First Allied Advisory Services
San Diego,
California
| – | -$3K | -114 | Closed |
|
40
Wells Fargo
San Francisco,
California
| – | -$26 | -1 | Closed |
|