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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

98 hedge funds and large institutions have $206M invested in SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
37
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KBFS
1
Kohmann Bosshard Financial Services
Ohio
$11.7M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$8.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.5M
4
OMC
4
Old Mission Capital
Illinois
$4.62M
5
RGF
5
Retirement Guys Formula
Ohio
$3.44M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Barclays
2
Barclays
United Kingdom
$0
3
LPL Financial
3
LPL Financial
California
$43.2M
4
CI
4
Conning Inc
Connecticut
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAS
51
Madden Advisory Services
Florida
$351K 13,226 +595 +5%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$320K 12,034 -766 -6%
KAS
53
Kestra Advisory Services
Texas
$316K 11,896 -68,733 -85%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$304K 11,449 +1,339 +13%
PAS
55
Park Avenue Securities
New York
$293K 11,035 +858 +8%
CWM
56
Collaborative Wealth Management
Florida
$288K 10,839 +10,839 New
FIA
57
Foundations Investment Advisors
Arizona
$283K 10,720 -847 -7%
WI
58
WrapManager Inc
California
$283K 10,661 +1,694 +19%
PCM
59
Penserra Capital Management
California
$268K 10,087 +6,183 +158%
AA
60
Advisory Alpha
Michigan
$257K 9,678 +9,678 New
ESB
61
Essex Savings Bank
Connecticut
$247K 9,284 – –
RG
62
Retirement Group
California
$239K 8,986 – –
CG
63
Colony Group
Massachusetts
$235K 8,840 -675 -7%
OPS
64
Orion Portfolio Solutions
Nebraska
$209K 7,850 +7,850 New
SSWM
65
Sheets Smith Wealth Management
North Carolina
$206K 7,745 +15 +0.2%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$203K 7,635 – –
BEI
67
Benjamin Edwards Inc
Missouri
$181K 6,795 +2,667 +65%
WOSD
68
WFA of San Diego
California
$178K 6,705 +6,705 New
AAM
69
Advisors Asset Management
Colorado
$176K 6,612 +2,457 +59%
CA
70
CoreCap Advisors
Michigan
$120K 4,500 +4,500 New
Wells Fargo
71
Wells Fargo
California
$100K 3,751 -4,466 -54%
GI
72
Gradient Investments
Minnesota
$89K 3,346 – –
APA
73
American Portfolios Advisors
New York
$87.7K 3,300 -13,042 -80%
UBS Group
74
UBS Group
Switzerland
$80K 2,999 +2,999 New
TF
75
Tompkins Financial
New York
$63K 2,361 +2,361 New
1 2
3
4 5