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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

115 hedge funds and large institutions have $265M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
41
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.8M
2
KW
2
KWB Wealth
California
$15.7M
3
CAI
3
Capital Advisors Inc
Oklahoma
$23.6M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
PWA
5
Peterson Wealth Advisors
Utah
$6.15M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$398K
2
Stifel Financial
2
Stifel Financial
Missouri
$1.5M
3
SL
3
Systelligence LLC
Minnesota
$24.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$2M 89,000 -8,000 -8%
FTUS
27
Flow Traders U.S.
New York
$1.99M 88,818 +43,388 +96%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.73M 77,088 +56,252 +270%
TW
29
Towerpoint Wealth
California
$1.61M 71,840 +22,700 +46%
Stifel Financial
30
Stifel Financial
Missouri
$1.5M 66,711 -212,163 -76%
MPW
31
MA Private Wealth
California
$929K 40,930 +22,710 +125%
APCM
32
Alaska Permanent Capital Management
Alaska
$917K 40,861 +39,999 +4,640%
Osaic Holdings
33
Osaic Holdings
Arizona
$839K 37,412 +15,144 +68%
IC
34
Inscription Capital
Texas
$761K 33,881 +942 +3%
GWSG
35
GPS Wealth Strategies Group
Colorado
$720K 32,079 +32,079 New
MIAN
36
Mariner Independent Advisor Network
Kansas
$718K 31,609 -1,518 -5%
CFA
37
Cahill Financial Advisors
Minnesota
$707K 31,508 +17,663 +128%
FFG
38
Ford Financial Group
California
$639K 28,470 +17,585 +162%
Mariner
39
Mariner
Kansas
$590K 26,264 -43,693 -62%
SSWM
40
Sheets Smith Wealth Management
North Carolina
$575K 25,616 +25,616 New
CA
41
Cetera Advisors
Colorado
$563K 25,077 +14,372 +134%
CI
42
CX Institutional
Indiana
$559K 24,917 +24,917 New
RJA
43
Raymond James & Associates
Florida
$530K 23,613 -1,881 -7%
TC
44
Trilogy Capital
California
$515K 22,922 -3,655 -14%
MMA
45
Miracle Mile Advisors
California
$507K 22,563 +300 +1%
UWM
46
USAdvisors Wealth Management
Minnesota
$500K 22,287 +318 +1%
NA
47
NewEdge Advisors
Louisiana
$493K 21,953 +1,913 +10%
ACM
48
AlphaStar Capital Management
North Carolina
$474K 21,105 +225 +1%
PWM
49
Prentice Wealth Management
New York
$457K 20,370 -3,560 -15%
WWA
50
WCG Wealth Advisors
Nevada
$450K 20,034 +20,034 New
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