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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

178 hedge funds and large institutions have $562M invested in SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$16.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.3M
3
SMM
3
Stadion Money Management
Georgia
$10M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.87M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.2M
2
Jane Street
2
Jane Street
New York
$4.17M
3
KW
3
KWB Wealth
California
$0
4
Bank of America
4
Bank of America
North Carolina
$5.91M
5
HP
5
Hilltop Partners
Indiana
$982K
Name Market Value Shares Shares
Change 		Shares
Change %
SSWM
51
Sheets Smith Wealth Management
North Carolina
$1.67M 73,077 +1,068 +1%
JSA
52
Jacobson & Schmitt Advisors
Wisconsin
$1.63M 71,492 +71,492 New
Mariner
53
Mariner
Kansas
$1.61M 70,593 +2,814 +4%
FIM
54
Freedom Investment Management
Connecticut
$1.58M 69,184 +69,184 New
CFA
55
Cahill Financial Advisors
Minnesota
$1.38M 60,548 +2,062 +4%
CAN
56
Cetera Advisor Networks
California
$1.27M 55,606 +6,094 +12%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.27M 55,411 +55,411 New
WWA
58
WCG Wealth Advisors
Nevada
$1.25M 54,737 -855 -2%
DI
59
DFPG Investments
Utah
$1.23M 53,645 +36,020 +204%
Citigroup
60
Citigroup
New York
$1.21M 52,776 +25,906 +96%
FEM
61
Fulcrum Equity Management
Texas
$1.2M 52,734 +52,734 New
KWS
62
Keystone Wealth Services
California
$1.19M 52,060 +6,533 +14%
FM
63
Foster & Motley
Ohio
$1.15M 50,545 +6,332 +14%
CF
64
Centaurus Financial
California
$1.15M 50,401 +6,499 +15%
MWM
65
McNaughton Wealth Management
California
$1.12M 48,947 +48,947 New
SAG
66
SageView Advisory Group
California
$1.1M 48,025 +33,606 +233%
CFD
67
Creative Financial Designs
Indiana
$1.09M 47,539 +47,539 New
WS
68
Wedbush Securities
California
$1.08M 47,350 +36,446 +334%
AAG
69
Armstrong Advisory Group
Massachusetts
$1.03M 45,195 +5,856 +15%
NA
70
NewEdge Advisors
Louisiana
$1.01M 44,126 +4,691 +12%
SW
71
SVB Wealth
Massachusetts
$994K 43,527 -73,013 -63%
HP
72
Hilltop Partners
Indiana
$982K 43,003 -477,468 -92%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$973K 42,622 +13,473 +46%
RWM
74
Revisor Wealth Management
Ohio
$885K 38,733 +5,544 +17%
EDRIA
75
Edmonds Duncan Registered Investment Advisors
Kansas
$764K 33,449 +1,370 +4%
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3
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