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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

108 hedge funds and large institutions have $249M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$32.4M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$20M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.2M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$7.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.7M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$396K
2
Mariner
2
Mariner
Kansas
$1.76M
3
RGF
3
Retirement Guys Formula
Ohio
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
OMC
5
Old Mission Capital
Illinois
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$1.76M 69,957 -217,824 -76%
KW
27
KWB Wealth
California
$1.46M 55,027 – –
Citadel Advisors
28
Citadel Advisors
Florida
$1.4M 55,841 +55,841 New
TW
29
Towerpoint Wealth
California
$1.23M 49,140 +49,140 New
CRI
30
Colonial River Investments
Virginia
$1.2M 47,683 -22,521 -32%
FTUS
31
Flow Traders U.S.
New York
$1.14M 45,430 -558 -1%
Goldman Sachs
32
Goldman Sachs
New York
$1.03M 40,880 +40,880 New
MIAN
33
Mariner Independent Advisor Network
Kansas
$827K 33,127 +4,233 +15%
IC
34
Inscription Capital
Texas
$827K 32,939 +8,055 +32%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$690K 27,483 -16,006 -37%
CM
36
Columbus Macro
Pennsylvania
$677K 26,983 -30,487 -53%
TC
37
Trilogy Capital
California
$667K 26,577 +26,577 New
RA
38
RFG Advisory
Alabama
$644K 25,646 +111 +0.4%
RJA
39
Raymond James & Associates
Florida
$640K 25,494 +4,998 +24%
PWM
40
Prentice Wealth Management
New York
$600K 23,930 +3,467 +17%
Osaic Holdings
41
Osaic Holdings
Arizona
$560K 22,268 -8,968 -29%
MMA
42
Miracle Mile Advisors
California
$559K 22,263 +180 +0.8%
UWM
43
USAdvisors Wealth Management
Minnesota
$551K 21,969 -10,183 -32%
ACM
44
AlphaStar Capital Management
North Carolina
$524K 20,880 -11,933 -36%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$523K 20,836 +13,201 +173%
PWP
46
Personal Wealth Partners
Minnesota
$523K 20,845 +20,845 New
DLHL
47
Donald L. Hagan LLC
Florida
$513K 20,440 +20,440 New
NA
48
NewEdge Advisors
Louisiana
$503K 20,040 +4,255 +27%
MML Investors Services
49
MML Investors Services
Massachusetts
$489K 19,487 -892 -4%
MPW
50
MA Private Wealth
California
$457K 18,220 -10,656 -37%
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