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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

178 hedge funds and large institutions have $562M invested in SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$16.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.3M
3
SMM
3
Stadion Money Management
Georgia
$10M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.87M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.2M
2
Jane Street
2
Jane Street
New York
$4.17M
3
KW
3
KWB Wealth
California
$0
4
Bank of America
4
Bank of America
North Carolina
$5.91M
5
HP
5
Hilltop Partners
Indiana
$982K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$3.35M 146,591 +91,934 +168%
JFG
27
Jefferies Financial Group
New York
$3.28M 143,674 +97,221 +209%
FTUS
28
Flow Traders U.S.
New York
$3.08M 134,927 +134,927 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$3.01M 132,607 -448,943 -77%
MA
30
MCF Advisors
Kentucky
$3M 131,480 -16,540 -11%
MML Investors Services
31
MML Investors Services
Massachusetts
$2.99M 130,970 -11,663 -8%
HIS
32
Horizon Investment Services
Indiana
$2.85M 124,742 -5,151 -4%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$2.78M 121,759 +44,143 +57%
PAG
34
Private Advisor Group
New Jersey
$2.75M 120,575 -227,312 -65%
SFPG
35
Stonebridge Financial Planning Group
Florida
$2.69M 117,933 +65,354 +124%
CG
36
Cynosure Group
Utah
$2.68M 117,543 +117,543 New
AWS
37
Atria Wealth Solutions
New York
$2.61M 114,172 +48,817 +75%
APWA
38
Atlas Private Wealth Advisors
New Jersey
$2.53M 110,953 +77,384 +231%
Stifel Financial
39
Stifel Financial
Missouri
$2.53M 110,793 -1,154 -1%
MAWAG
40
Mid-American Wealth Advisory Group
Missouri
$2.52M 110,081 +110,081 New
RJA
41
Raymond James & Associates
Florida
$2.18M 95,318 -1,578 -2%
HAG
42
HF Advisory Group
Maryland
$2.16M 94,655 +40,685 +75%
EH
43
Equitable Holdings
New York
$2.14M 93,845 -24,922 -21%
ISB
44
Iowa State Bank
Iowa
$2.11M 92,303 +1,800 +2%
State Street
45
State Street
Massachusetts
$2.04M 89,500 – –
CA
46
CoreCap Advisors
Michigan
$2M 87,555 +87,555 New
Renaissance Technologies
47
Renaissance Technologies
New York
$1.95M 85,200 +39,152 +85%
CA
48
Cetera Advisors
Colorado
$1.89M 82,643 +55,126 +200%
NF
49
Nikulski Financial
Iowa
$1.76M 77,215 +15,485 +25%
FHA
50
Flagship Harbor Advisors
Massachusetts
$1.75M 76,693 +6,179 +9%
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