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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 %
OL
76
Optas LLC
Texas
$762K 33,372 -182,785 -85%
IC
77
Inscription Capital
Texas
$730K 31,977 -32,447 -50%
TC
78
Trilogy Capital
California
$728K 31,758 +8,103 +34%
RA
79
RFG Advisory
Alabama
$714K 31,253 +6,517 +26%
GWSG
80
GPS Wealth Strategies Group
Colorado
$691K 30,246 -5,708 -16%
UWM
81
USAdvisors Wealth Management
Minnesota
$690K 30,433 +688 +2%
V
82
Veritable
Delaware
$685K 30,000 – –
WP
83
WealthPLAN Partners
Nebraska
$679K 29,729 -1,578 -5%
CWM
84
Collaborative Wealth Management
Florida
$615K 26,933 +26,933 New
ATPW
85
Ashton Thomas Private Wealth
Arizona
$595K 26,070 -791 -3%
JCIA
86
Jackson Creek Investment Advisors
Colorado
$591K 25,891 +361 +1%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$586K 25,663 -10,087 -28%
KAS
88
Kestra Advisory Services
Texas
$566K 24,800 -265 -1%
WWM
89
Western Wealth Management
Colorado
$559K 24,457 +1,578 +7%
TI
90
Tidal Investments
Wisconsin
$539K 23,609 +23,609 New
AWA
91
Alaska Wealth Advisors
Alaska
$522K 22,836 +5,623 +33%
PAS
92
Park Avenue Securities
New York
$512K 22,415 +2,886 +15%
FW
93
FirstPurpose Wealth
Utah
$495K 21,679 +12,650 +140%
MPW
94
MA Private Wealth
California
$479K 20,958 -1 -0%
GRP
95
Global Retirement Partners
California
$472K 20,681 +16,835 +438%
SS
96
Simplicity Solutions
Minnesota
$465K 20,353 +20,353 New
SB
97
Strategic Blueprint
Georgia
$457K 19,991 +19,991 New
TFA
98
Triad Financial Advisors
North Carolina
$450K 19,715 +61 +0.3%
SW
99
SMART Wealth
Nebraska
$440K 19,267 -32,162 -63%
EFS
100
Econ Financial Services
Pennsylvania
$439K 19,226 -621 -3%
2 3
4
5 6