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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 %
GRP
101
Global Retirement Partners
California
$7K 300 +300 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$6K 226 – –
US Bancorp
103
US Bancorp
Minnesota
$3K 100 – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$3K 135 – –
PA
105
Parallel Advisors
California
$2K 70 +70 New
ACA
106
Aptus Capital Advisors
Alabama
$1K 25 +5 +25%
RGF
107
Retirement Guys Formula
Ohio
– – -129,453 Closed
SWP
108
Stratos Wealth Partners
Ohio
– – -101,019 Closed
FF
109
Financial Futures
New Jersey
– – -57,380 Closed
WAP
110
Wealthcare Advisory Partners
Pennsylvania
– – -31,337 Closed
RJFSA
111
Raymond James Financial Services Advisors
Florida
– – -12,034 Closed
PCM
112
Penserra Capital Management
California
– – -10,087 Closed
CG
113
Colony Group
Massachusetts
– – -8,840 Closed
OPS
114
Orion Portfolio Solutions
Nebraska
– – -7,850 Closed
SSWM
115
Sheets Smith Wealth Management
North Carolina
– – -7,745 Closed
WOSD
116
WFA of San Diego
California
– – -6,705 Closed
CA
117
CoreCap Advisors
Michigan
– – -4,500 Closed
UBS Group
118
UBS Group
Switzerland
– – -2,999 Closed
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
– – -759 Closed
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
– – -606 Closed
CP
121
Castleview Partners
Texas
$0 4 -102 -96%
HFS
122
Hantz Financial Services
Michigan
– – – –
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$0 9 +9 New
1 2 3 4
5