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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

81 hedge funds and large institutions have $196M invested in SPDR Portfolio High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
11
Increased
36
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$48.7M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$16.8M
3
CAI
3
Capital Advisors Inc
Oklahoma
$12.1M
4
Barclays
4
Barclays
United Kingdom
$12M
5
Morgan Stanley
5
Morgan Stanley
New York
$8.16M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$397K
3
MPW
3
MA Private Wealth
California
$1.29M
4
CRI
4
Colonial River Investments
Virginia
$0
5
ARC
5
Advisor Resource Council
Texas
$1.39M
Name Market Value Shares Shares
Change 		Shares
Change %
CG
51
Colony Group
Massachusetts
$255K 9,515 -3,260 -26%
ESB
52
Essex Savings Bank
Connecticut
$250K 9,284 – –
RG
53
Retirement Group
California
$241K 8,986 -2,050 -19%
WI
54
WrapManager Inc
California
$240K 8,967 +52 +0.6%
Wells Fargo
55
Wells Fargo
California
$220K 8,217 +30 +0.4%
MFG
56
Menard Financial Group
Texas
$212K 7,907 +387 +5%
SSWM
57
Sheets Smith Wealth Management
North Carolina
$207K 7,730 -88 -1%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$204K 7,627 -25,667 -77%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$204K 7,635 +7,106 +1,343%
BMD
60
Better Money Decisions
New Mexico
$191K 7,146 – –
AAM
61
Advisors Asset Management
Colorado
$111K 4,155 +645 +18%
BEI
62
Benjamin Edwards Inc
Missouri
$111K 4,128 +4,128 New
AWA
63
Arkadios Wealth Advisors
Georgia
$107K 4,000 – –
PCM
64
Penserra Capital Management
California
$104K 3,904 +3,904 New
GI
65
Gradient Investments
Minnesota
$90K 3,346 +3,346 New
SWM
66
Spire Wealth Management
Virginia
$47K 1,740 +21 +1%
CFGS
67
Concourse Financial Group Securities
Alabama
$36K 1,355 +1,355 New
NFSG
68
Newbridge Financial Services Group
Florida
$31K 1,156 +4 +0.3%
RIM
69
Rockbridge Investment Management
New York
$23K 850 – –
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$16.9K 630 +630 New
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$16K 606 – –
Citigroup
72
Citigroup
New York
$16K 600 – –
GWM
73
Geneos Wealth Management
Colorado
$15K 568 – –
AIC
74
Archer Investment Corporation
Indiana
$12.9K 481 +481 New
HWM
75
Holloway Wealth Management
Florida
– – – –
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