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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 %
Wells Fargo
76
Wells Fargo
California
$136K 5,429 +1,678 +45%
IA
77
IFP Advisors
Florida
$101K 3,877 +3,877 New
GI
78
Gradient Investments
Minnesota
$84K 3,346 – –
APA
79
American Portfolios Advisors
New York
$79.1K 3,150 -150 -5%
BBHC
80
Brown Brothers Harriman & Co
New York
$59K 2,338 – –
TF
81
Tompkins Financial
New York
$59K 2,361 – –
SWM
82
Spire Wealth Management
Virginia
$45K 1,784 +15 +0.8%
MFG
83
Monumental Financial Group
Maryland
$43K 1,695 +1,695 New
CFGS
84
Concourse Financial Group Securities
Alabama
$34K 1,355 – –
HWA
85
HHM Wealth Advisors
Tennessee
$28K 1,125 – –
APCM
86
Alaska Permanent Capital Management
Alaska
$21K 862 +862 New
AIP
87
Ahrens Investment Partners
Louisiana
$20K 799 – –
Fidelity Investments
88
Fidelity Investments
Massachusetts
$20K 786 +738 +1,538%
NFSG
89
Newbridge Financial Services Group
Florida
$19K 770 +7 +0.9%
RIM
90
Rockbridge Investment Management
New York
$17.9K 715 -135 -16%
Citigroup
91
Citigroup
New York
$15K 600 – –
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$14.3K 568 +568 New
GWM
93
Geneos Wealth Management
Colorado
$14K 568 – –
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$14K 558 +558 New
RCM
95
Raleigh Capital Management
North Carolina
$12K 488 +80 +20%
AIC
96
Archer Investment Corporation
Indiana
$11.7K 481 – –
MCC
97
Money Concepts Capital
Florida
$11K 450 +450 New
DI
98
Disciplined Investments
Oklahoma
$9K 340 – –
PFA
99
Professional Financial Advisors
Nebraska
$7K 289 -100 -26%
FWM
100
Focused Wealth Management
New York
$7K 298 +1 +0.3%
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4
5