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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

44 hedge funds and large institutions have $27.9M invested in SPDR Portfolio High Yield Bond ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
5
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$1.85M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.28M
3
MMA
3
Miracle Mile Advisors
California
$665K
4
Jane Street
4
Jane Street
New York
$645K
5
LPL Financial
5
LPL Financial
California
$3.07M

Top Sellers

1
JG
1
Jefferies Group
New York
$389K
2
SL
2
Systelligence LLC
Minnesota
$3.78M
3
AI
3
Atria Investments
North Carolina
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$265K
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$165K 6,547 +2,315 +55%
Wells Fargo
27
Wells Fargo
California
$160K 6,323 – –
BCV
28
Banque Cantonale Vaudoise
Switzerland
$155K 6,115 +6,115 New
SFS
29
Sowell Financial Services
Arkansas
$48K 1,911 +8 +0.4%
GSWM
30
Golden State Wealth Management
California
$26K 1,029 +1,029 New
RIM
31
Rockbridge Investment Management
New York
$21K 850 – –
LFG
32
LifePlan Financial Group
Ohio
$19K 771 – –
NFSG
33
Newbridge Financial Services Group
Florida
$19K 750 +750 New
AIC
34
Archer Investment Corporation
Indiana
$14.9K 591 – –
GWM
35
Geneos Wealth Management
Colorado
$14K 568 +568 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$10K 390 – –
FHA
37
Flagship Harbor Advisors
Massachusetts
$8K 340 – –
FWM
38
Focused Wealth Management
New York
$7K 289 +2 +0.7%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$6K 226 +226 New
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$5K 200 +200 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$4K 135 – –
US Bancorp
42
US Bancorp
Minnesota
$3K 100 – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$1K 25 -5 -17%
AI
44
Atria Investments
North Carolina
– – -41,931 Closed
IFWM
45
Institute for Wealth Management
Colorado
– – -13,297 Closed
SFG
46
StrategIQ Financial Group
Indiana
– – -8,713 Closed
CAAS
47
Capital Asset Advisory Services
Michigan
– – -5,867 Closed
CFG
48
Capstone Financial Group
Oklahoma
– – -1,941 Closed
PA
49
Procyon Advisors
Connecticut
– – -900 Closed
GFPC
50
Global Financial Private Client
Florida
– – -728 Closed
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