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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 %
NFSG
51
Newbridge Financial Services Group
Florida
$31K 1,150 – –
RIM
52
Rockbridge Investment Management
New York
$23K 850 – –
AIC
53
Ameritas Investment Company
Nebraska
$22.8K 857 +857 New
Citigroup
54
Citigroup
New York
$16K 600 – –
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$16K 606 – –
AIC
56
Archer Investment Corporation
Indiana
$15.7K 591 – –
GWM
57
Geneos Wealth Management
Colorado
$15K 568 – –
EP
58
Eudaimonia Partners
Tennessee
$13K 498 +498 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$11K 432 -441 -51%
FWM
60
Focused Wealth Management
New York
$8K 292 +1 +0.3%
HI
61
Harbour Investments
Wisconsin
$8K 296 +296 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$6K 226 – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$4K 135 – –
US Bancorp
64
US Bancorp
Minnesota
$3K 100 – –
Fidelity Investments
65
Fidelity Investments
Massachusetts
$2K 60 +57 +1,900%
ACA
66
Aptus Capital Advisors
Alabama
$1K 20 +20 New
BBHC
67
Brown Brothers Harriman & Co
New York
$62 2,338 +2,338 New
RWA
68
Redhawk Wealth Advisors
Minnesota
– – -310,004 Closed
KAS
69
Kestra Advisory Services
Texas
– – -12,844 Closed
SFG
70
StrategIQ Financial Group
Indiana
– – -7,553 Closed
ASN
71
Advisory Services Network
Georgia
– – -741 Closed
DA
72
DCM Advisors
New York
– – -200 Closed
IA
73
IFP Advisors
Florida
$0 3 – –
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
HFS
75
Hantz Financial Services
Michigan
– – – –
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3