SPHY icon

SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

115 hedge funds and large institutions have $265M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
41
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.8M
2
KW
2
KWB Wealth
California
$15.7M
3
CAI
3
Capital Advisors Inc
Oklahoma
$23.6M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
PWA
5
Peterson Wealth Advisors
Utah
$6.15M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$398K
2
Stifel Financial
2
Stifel Financial
Missouri
$1.5M
3
SL
3
Systelligence LLC
Minnesota
$24.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$423K 18,822 -665 -3%
RA
52
RFG Advisory
Alabama
$417K 17,595 -8,051 -31%
CWM
53
Collaborative Wealth Management
Florida
$415K 18,485 +18,485 New
RWA
54
Redhawk Wealth Advisors
Minnesota
$398K 17,721 -779,641 -98%
AWM
55
Avior Wealth Management
Nebraska
$382K 17,027 – –
CRI
56
Colonial River Investments
Virginia
$368K 16,394 -31,289 -66%
WWM
57
Western Wealth Management
Colorado
$359K 16,006 +16,006 New
AA
58
Advisory Alpha
Michigan
$345K 15,386 +357 +2%
FPWM
59
FSB Premier Wealth Management
Iowa
$331K 14,750 -487 -3%
KAS
60
Kestra Advisory Services
Texas
$329K 14,649 +1,025 +8%
ACK
61
Andrew C. Karlinski
$329K 14,642 +14,642 New
DC
62
Davenport & Co
Virginia
$314K 13,982 -1,805 -11%
PAS
63
Park Avenue Securities
New York
$294K 13,090 +1,908 +17%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$266K 11,860 +11,860 New
MAS
65
Madden Advisory Services
Florida
$258K 11,475 -1,933 -14%
AAM
66
Advisors Asset Management
Colorado
$251K 11,194 +4,123 +58%
BAM
67
Belpointe Asset Management
Nevada
$249K 11,088 -3,124 -22%
FIA
68
Foundations Investment Advisors
Arizona
$240K 10,692 – –
MFGM
69
Marshall Financial Group (Maryland)
Maryland
$238K 10,604 -5,017 -32%
SFO
70
Stokes Family Office
Louisiana
$231K 10,279 -1,449 -12%
ESB
71
Essex Savings Bank
Connecticut
$230K 10,245 +891 +10%
KWM
72
KerberRose Wealth Management
Wisconsin
$228K 10,143 +10,143 New
WI
73
WrapManager Inc
California
$218K 9,714 -1,533 -14%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$212K 9,448 +9,448 New
MA
75
MCF Advisors
Kentucky
$181K 8,066 -1,010 -11%
1 2
3
4 5