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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

108 hedge funds and large institutions have $249M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$32.4M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$20M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.2M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$7.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.7M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$396K
2
Mariner
2
Mariner
Kansas
$1.76M
3
RGF
3
Retirement Guys Formula
Ohio
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
OMC
5
Old Mission Capital
Illinois
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
51
WBI Investments
New Jersey
$454K 18,407 +346 +2%
BFEC
52
Benjamin F. Edwards & Company
Missouri
$435K 17,329 +5,880 +51%
AWM
53
Avior Wealth Management
Nebraska
$427K 17,027 – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$396K 15,763 -428,575 -96%
DC
55
Davenport & Co
Virginia
$396K 15,787 -2,029 -11%
MFGM
56
Marshall Financial Group (Maryland)
Maryland
$392K 15,621 -114 -0.7%
AA
57
Advisory Alpha
Michigan
$377K 15,029 +5,351 +55%
FPWM
58
FSB Premier Wealth Management
Iowa
$370K 15,237 -5,927 -28%
EH
59
Equitable Holdings
New York
$363K 14,469 -6,283 -30%
BAM
60
Belpointe Asset Management
Nevada
$357K 14,212 +14,212 New
CFA
61
Cahill Financial Advisors
Minnesota
$348K 13,845 +13,845 New
KAS
62
Kestra Advisory Services
Texas
$342K 13,624 +1,728 +15%
MAS
63
Madden Advisory Services
Florida
$337K 13,408 +182 +1%
SFO
64
Stokes Family Office
Louisiana
$294K 11,728 +11,728 New
WI
65
WrapManager Inc
California
$282K 11,247 +586 +5%
PAS
66
Park Avenue Securities
New York
$281K 11,182 +147 +1%
FFG
67
Ford Financial Group
California
$273K 10,885 +10,885 New
CA
68
Cetera Advisors
Colorado
$269K 10,705 +10,705 New
BEI
69
Benjamin Edwards Inc
Missouri
$266K 10,594 +3,799 +56%
FIA
70
Foundations Investment Advisors
Arizona
$263K 10,692 -28 -0.3%
ESB
71
Essex Savings Bank
Connecticut
$234K 9,354 +70 +0.8%
MA
72
MCF Advisors
Kentucky
$228K 9,076 +9,076 New
IWC
73
Integrated Wealth Concepts
Massachusetts
$201K 8,000 +8,000 New
RG
74
Retirement Group
California
$197K 7,861 -1,125 -13%
AAM
75
Advisors Asset Management
Colorado
$177K 7,071 +459 +7%
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