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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

77 hedge funds and large institutions have $149M invested in SPDR Portfolio High Yield Bond ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
16
Increased
33
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$20.6M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$13M
3
SL
3
Systelligence LLC
Minnesota
$11M
4
HIS
4
Horizon Investment Services
Indiana
$5.78M
5
ARC
5
Advisor Resource Council
Texas
$2.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.79M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$895K
3
OMC
3
Old Mission Capital
Illinois
$510K
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
PAG
5
Private Advisor Group
New Jersey
$511K
Name Market Value Shares Shares
Change 		Shares
Change %
CC
51
Cedar Capital
Illinois
$240K 8,923 +1,063 +14%
PAS
52
Park Avenue Securities
New York
$233K 8,667 +8,667 New
EH
53
Equitable Holdings
New York
$225K 8,356 +8,356 New
Wells Fargo
54
Wells Fargo
California
$220K 8,187 -1 -0%
SSWM
55
Sheets Smith Wealth Management
North Carolina
$210K 7,818 +22 +0.3%
MFG
56
Menard Financial Group
Texas
$202K 7,520 +7,520 New
BMD
57
Better Money Decisions
New Mexico
$192K 7,146 – –
AWA
58
Arkadios Wealth Advisors
Georgia
$107K 4,000 +4,000 New
AAM
59
Advisors Asset Management
Colorado
$94K 3,510 +3,510 New
SWM
60
Spire Wealth Management
Virginia
$46K 1,719 +22 +1%
NFSG
61
Newbridge Financial Services Group
Florida
$31K 1,152 +2 +0.2%
RIM
62
Rockbridge Investment Management
New York
$23K 850 – –
ASN
63
Advisory Services Network
Georgia
$20K 756 +756 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$16K 606 – –
Citigroup
65
Citigroup
New York
$16K 600 – –
GWM
66
Geneos Wealth Management
Colorado
$15K 568 – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$14K 529 +97 +22%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$12K 441 +381 +635%
HI
69
Harbour Investments
Wisconsin
$9K 316 +20 +7%
FWM
70
Focused Wealth Management
New York
$8K 294 +2 +0.7%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$6K 226 – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4K 135 – –
US Bancorp
73
US Bancorp
Minnesota
$3K 100 – –
ACA
74
Aptus Capital Advisors
Alabama
$1K 20 – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$1K 45 +45 New
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3
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