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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 %
RG
76
Retirement Group
California
$170K 7,586 -275 -3%
WOSD
77
WFA of San Diego
California
$161K 7,190 +7,190 New
BMD
78
Better Money Decisions
New Mexico
$160K 7,146 +7,146 New
IA
79
IFP Advisors
Florida
$101K 3,877 – –
Wells Fargo
80
Wells Fargo
California
$99K 4,409 -1,020 -19%
HR
81
Howe & Rusling
New York
$95K 4,249 +4,249 New
CA
82
CoreCap Advisors
Michigan
$90K 4,021 +4,021 New
CP
83
Castleview Partners
Texas
$82.7K 911 +907 +22,675%
APA
84
American Portfolios Advisors
New York
$70.7K 3,150 – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$61K 2,698 +2,563 +1,899%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$53K 2,383 +1,825 +327%
BBHC
87
Brown Brothers Harriman & Co
New York
$52K 2,338 – –
SWM
88
SeaCrest Wealth Management
New York
$51K 2,283 +2,283 New
TF
89
Tompkins Financial
New York
$50K 2,212 -149 -6%
CFD
90
Creative Financial Designs
Indiana
$45K 2,000 +2,000 New
SWM
91
Spire Wealth Management
Virginia
$40K 1,801 +17 +1%
PTC
92
Private Trust Company
Ohio
$39K 1,725 +1,725 New
RIM
93
Rockbridge Investment Management
New York
$32.9K 1,465 +750 +105%
CFGS
94
Concourse Financial Group Securities
Alabama
$30K 1,355 – –
AIP
95
Ahrens Investment Partners
Louisiana
$28K 1,244 +445 +56%
HWA
96
HHM Wealth Advisors
Tennessee
$25K 1,125 – –
CIAS
97
Capital Investment Advisory Services
North Carolina
$19K 830 +830 New
NFSG
98
Newbridge Financial Services Group
Florida
$18K 781 +11 +1%
DI
99
Disciplined Investments
Oklahoma
$18K 790 +450 +132%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$14K 606 +606 New
2 3
4
5 6