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State Street SPDR Portfolio High Yield Bond ETF

SPHY

Market cap $11.4B

51 hedge funds and large institutions have $56.7M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New

Increased

Maintained

Reduced

Closed

280% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 5

104% more capital invested

Capital invested by funds: $27.9M → $56.7M (+$28.9M)

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

16% more funds holding

Funds holding: 44 → 51 (+7)

10.12% more ownership

Funds ownership: 22.03% → 32.15% (+10%)

Holders

Holders Change

Holders Change %

+15.91%

% of All Funds

0.9%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

0.02%

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	LPL Financial San Diego, California	+$10.1M
2	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	+$8.02M
3	SL Systelligence LLC Bloomington, Minnesota	+$6.03M
4	Cambridge Investment Research Advisors Fairfield, Iowa	+$1.2M
5	MIAN Mariner Independent Advisor Network Overland Park, Kansas	+$435K

Top Sellers

1	FTUS Flow Traders U.S. New York	-$1.66M
2	Jane Street New York	-$645K
3	JG Jefferies Group New York	-$389K
4	MPW MA Private Wealth San Carlos, California	-$270K
5	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$268K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	FIA 26 Foundations Investment Advisors Phoenix, Arizona	$280K	+$3.83K	+148	+1%
27	WI 27 WrapManager Inc Mill Valley, California	$246K	+$1.11K	+43	+0.5%
28	NA 28 NewEdge Advisors New Orleans, Louisiana	$238K	+$232K	+8,975	New
29	FTUS 29 Flow Traders U.S. New York	$235K	-$1.66M	-64,126	-88%
30	30 Wells Fargo San Francisco, California	$216K	+$48.3K	+1,865	+29%
31	SSWM 31 Sheets Smith Wealth Management Winston-Salem, North Carolina	$209K	+$204K	+7,877	New
32	SFG 32 StrategIQ Financial Group Merrillville, Indiana	$200K	+$195K	+7,553	New
33	33 Osaic Holdings Scottsdale, Arizona	$199K	+$25.5K	+987	+15%
34	APA 34 American Portfolios Advisors Holbrook, New York	$60.9K	+$59.5K	+2,300	New
35	SFS 35 Sowell Financial Services North Little Rock, Arkansas	$55K	+$4.01K	+155	+8%
36	NFSG 36 Newbridge Financial Services Group Boca Raton, Florida	$30K	+$10.3K	+400	+53%
37	RIM 37 Rockbridge Investment Management Syracuse, New York	$23K	–	–	–
38	38 Royal Bank of Canada Toronto, Ontario, Canada	$23K	+$12.5K	+483	+124%
39	ASN 39 Advisory Services Network Atlanta, Georgia	$20K	+$19.2K	+741	New
40	40 Citigroup New York	$16K	+$15.5K	+600	New
41	41 CAPTRUST Financial Advisors Raleigh, North Carolina	$16K	+$15.7K	+606	New
42	AIC 42 Archer Investment Corporation Carmel, Indiana	$15.7K	–	–	–
43	GWM 43 Geneos Wealth Management Englewood, Colorado	$15K	–	–	–
44	FWM 44 Focused Wealth Management Newburgh, New York	$8K	+$52	+2	+0.7%
45	45 PNC Financial Services Group Pittsburgh, Pennsylvania	$6K	–	–	–
46	DA 46 DCM Advisors New York	$5K	+$5.17K	+200	New
47	47 Carson Wealth (CWM LLC) Omaha, Nebraska	$4K	–	–	–
48	48 US Bancorp Minneapolis, Minnesota	$3K	–	–	–
49	CRI 49 Colonial River Investments Midlothian, Virginia	$2.06K	+$2M	+77,257	New
50	50 Jane Street New York	–	-$645K	-25,511	Closed