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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 %
Citigroup
101
Citigroup
New York
$13K 600 – –
GWM
102
Geneos Wealth Management
Colorado
$12K 568 – –
AIC
103
Archer Investment Corporation
Indiana
$10.8K 481 – –
RCM
104
Raleigh Capital Management
North Carolina
$9K 389 -99 -20%
GRP
105
Global Retirement Partners
California
$7K 300 – –
FWM
106
Focused Wealth Management
New York
$7K 300 +2 +0.7%
PFA
107
Professional Financial Advisors
Nebraska
$6K 275 -14 -5%
HI
108
Harbour Investments
Wisconsin
$6K 259 +259 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$5K 226 – –
UBS Group
110
UBS Group
Switzerland
$3K 121 +121 New
PA
111
Parallel Advisors
California
$2K 70 – –
US Bancorp
112
US Bancorp
Minnesota
$2K 100 – –
ACA
113
Aptus Capital Advisors
Alabama
$1K 25 – –
GWANC
114
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K 25 +25 New
APW
115
Aurora Private Wealth
New Jersey
– – -97,015 Closed
TDWM
116
Topel & Distasi Wealth Management
California
– – -88,831 Closed
OMC
117
Old Mission Capital
Illinois
– – -70,183 Closed
Citadel Advisors
118
Citadel Advisors
Florida
– – -55,841 Closed
Goldman Sachs
119
Goldman Sachs
New York
– – -40,880 Closed
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
– – -27,483 Closed
CM
121
Columbus Macro
Pennsylvania
– – -26,983 Closed
PWP
122
Personal Wealth Partners
Minnesota
– – -20,845 Closed
DLHL
123
Donald L. Hagan LLC
Florida
– – -20,440 Closed
WI
124
WBI Investments
New Jersey
– – -18,407 Closed
BFEC
125
Benjamin F. Edwards & Company
Missouri
– – -17,329 Closed
2 3 4
5
6