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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

68 hedge funds and large institutions have $105M invested in SPDR Portfolio High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.83M
4
CI
4
Conning Inc
Connecticut
$5M
5
FTUS
5
Flow Traders U.S.
New York
$4.39M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
SL
2
Systelligence LLC
Minnesota
$7.81M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
State Street
4
State Street
Massachusetts
$2.79M
5
SFG
5
StrategIQ Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
26
AlphaStar Capital Management
North Carolina
$586K 22,068 +320 +1%
FPWM
27
FSB Premier Wealth Management
Iowa
$541K 20,395 -5,190 -20%
MIAN
28
Mariner Independent Advisor Network
Kansas
$510K 19,281 +2,464 +15%
MFGM
29
Marshall Financial Group (Maryland)
Maryland
$497K 18,734 -840 -4%
MML Investors Services
30
MML Investors Services
Massachusetts
$461K 17,379 +352 +2%
CWM
31
Collaborative Wealth Management
Florida
$461K 18,364 +18,364 New
AWM
32
Avior Wealth Management
Nebraska
$413K 15,566 +15,566 New
CG
33
Colony Group
Massachusetts
$407K 15,344 -2,285 -13%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$340K 12,800 – –
Osaic Holdings
35
Osaic Holdings
Arizona
$315K 11,935 +4,401 +58%
RG
36
Retirement Group
California
$303K 11,411 – –
FIA
37
Foundations Investment Advisors
Arizona
$299K 11,247 +707 +7%
MAS
38
Madden Advisory Services
Florida
$290K 10,937 -841 -7%
NA
39
NewEdge Advisors
Louisiana
$267K 10,060 +1,085 +12%
WI
40
WrapManager Inc
California
$246K 9,257 -42 -0.5%
PWM
41
Prentice Wealth Management
New York
$243K 9,157 +9,157 New
Wells Fargo
42
Wells Fargo
California
$218K 8,188 – –
RJA
43
Raymond James & Associates
Florida
$218K 8,194 +8,194 New
CC
44
Cedar Capital
Illinois
$209K 7,860 +7,860 New
SSWM
45
Sheets Smith Wealth Management
North Carolina
$207K 7,796 -81 -1%
BMD
46
Better Money Decisions
New Mexico
$190K 7,146 +7,146 New
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$104K 3,916 +3,916 New
SFS
48
Sowell Financial Services
Arkansas
$66K 2,475 +409 +20%
APA
49
American Portfolios Advisors
New York
$61.1K 2,300 – –
SWM
50
Spire Wealth Management
Virginia
$45K 1,697 +1,697 New
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