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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

157 hedge funds and large institutions have $368M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIP
1
DT Investment Partners
Pennsylvania
$20.7M
2
Ameriprise
2
Ameriprise
Minnesota
$15.8M
3
LPL Financial
3
LPL Financial
California
$55.9M
4
SFG
4
Sterling Financial Group
California
$9.09M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$5.84M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$19.3M
4
AWS
4
Atria Wealth Solutions
New York
$1.58M
5
IDA
5
Intelligence Driven Advisers
California
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
CF
51
Centaurus Financial
California
$1.01M 45,000 +8,026 +22%
SFPG
52
Stonebridge Financial Planning Group
Florida
$987K 44,182 +8,944 +25%
RWA
53
Rooted Wealth Advisors
Illinois
$971K 43,479 +43,479 New
Osaic Holdings
54
Osaic Holdings
Arizona
$879K 39,314 +5,015 +15%
KWS
55
Keystone Wealth Services
California
$859K 38,447 +38,447 New
CAN
56
Cetera Advisor Networks
California
$851K 38,106 +38,106 New
WWA
57
WCG Wealth Advisors
Nevada
$814K 36,441 +15,962 +78%
BFA
58
Beaumont Financial Advisors
Massachusetts
$812K 36,325 +36,325 New
SW
59
SVB Wealth
Massachusetts
$781K 34,952 +18,507 +113%
IC
60
Inscription Capital
Texas
$745K 33,354 +143 +0.4%
FM
61
Foster & Motley
Ohio
$741K 33,185 +20,700 +166%
WIM
62
WealthPlan Investment Management
Nebraska
$715K 31,298 +31,298 New
WP
63
WealthPLAN Partners
Nebraska
$715K 31,298 +31,298 New
EDRIA
64
Edmonds Duncan Registered Investment Advisors
Kansas
$695K 31,092 +31,092 New
BAM
65
BTS Asset Management
Massachusetts
$679K 29,976 +29,976 New
V
66
Veritable
Delaware
$670K 30,000 – –
MML Investors Services
67
MML Investors Services
Massachusetts
$657K 29,430 +6,680 +29%
MPW
68
MA Private Wealth
California
$657K 29,393 -11,125 -27%
CA
69
Cetera Advisors
Colorado
$620K 27,760 -267 -1%
KAS
70
Kestra Advisory Services
Texas
$613K 27,423 +11,399 +71%
RA
71
RFG Advisory
Alabama
$564K 24,287 +6,398 +36%
AAG
72
Armstrong Advisory Group
Massachusetts
$555K 24,843 +24,843 New
TC
73
Trilogy Capital
California
$531K 23,748 -3,317 -12%
CWM
74
Collaborative Wealth Management
Florida
$521K 23,302 +1,113 +5%
UWM
75
USAdvisors Wealth Management
Minnesota
$520K 23,274 +451 +2%
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