SPHY icon

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
ARC
5
Advisor Resource Council
Texas
$4.73M

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 %
SWM
76
Spire Wealth Management
Virginia
$47K 1,769 +29 +2%
CFGS
77
Concourse Financial Group Securities
Alabama
$36K 1,355 – –
HWA
78
HHM Wealth Advisors
Tennessee
$30K 1,125 +1,125 New
RIM
79
Rockbridge Investment Management
New York
$23K 850 – –
AIP
80
Ahrens Investment Partners
Louisiana
$21K 799 +799 New
NFSG
81
Newbridge Financial Services Group
Florida
$20K 763 -393 -34%
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$20K 759 +759 New
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$16K 606 – –
Citigroup
84
Citigroup
New York
$16K 600 – –
GWM
85
Geneos Wealth Management
Colorado
$15K 568 – –
AIC
86
Archer Investment Corporation
Indiana
$12.8K 481 – –
RCM
87
Raleigh Capital Management
North Carolina
$11K 408 +408 New
PFA
88
Professional Financial Advisors
Nebraska
$10K 389 +389 New
DI
89
Disciplined Investments
Oklahoma
$9K 340 +340 New
FWM
90
Focused Wealth Management
New York
$8K 297 +2 +0.7%
HI
91
Harbour Investments
Wisconsin
$6K 231 -48 -17%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$6K 226 – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K 135 +135 New
US Bancorp
94
US Bancorp
Minnesota
$3K 100 – –
Fidelity Investments
95
Fidelity Investments
Massachusetts
$1K 48 -1 -2%
ACA
96
Aptus Capital Advisors
Alabama
$1K 20 – –
BBHC
97
Brown Brothers Harriman & Co
New York
$62 2,338 – –
CP
98
Castleview Partners
Texas
$4 106 +106 New
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
– – -627,954 Closed
Barclays
100
Barclays
United Kingdom
– – -448,880 Closed
1 2 3
4
5