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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

157 hedge funds and large institutions have $368M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
157
Holders Change
+28
Holders Change %
+21.71%
% of All Funds
2.53%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
49
Increased
63
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIP
1
DT Investment Partners
Pennsylvania
$20.7M
2
Ameriprise
2
Ameriprise
Minnesota
$15.8M
3
LPL Financial
3
LPL Financial
California
$55.9M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$5.84M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$5.19M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
CAI
3
Capital Advisors Inc
Oklahoma
$19.3M
4
AWS
4
Atria Wealth Solutions
New York
$1.58M
5
IDA
5
Intelligence Driven Advisers
California
$312K
Name Market Value Shares Shares
Change 		Shares
Change %
MFGM
101
Marshall Financial Group (Maryland)
Maryland
$262K 11,723 +1,010 +9%
PFM
102
Phillips Financial Management
Indiana
$260K 11,642 +3,247 +39%
MAS
103
Madden Advisory Services
Florida
$243K 10,858 +15 +0.1%
WWM
104
WT Wealth Management
Arizona
$242K 10,851 +10,851 New
AA
105
Advisory Alpha
Michigan
$231K 10,318 -5,094 -33%
ESB
106
Essex Savings Bank
Connecticut
$225K 10,080 – –
OPS
107
Orion Portfolio Solutions
Nebraska
$224K 10,037 +10,037 New
WTC
108
WhitTier Trust Company
Nevada
$196K 8,755 -2,200 -20%
ACA
109
Aptus Capital Advisors
Alabama
$177K 7,907 -16,605 -68%
WT
110
Whittier Trust
California
$161K 7,206 +561 +8%
WOSD
111
WFA of San Diego
California
$157K 7,015 +7,015 New
IA
112
IFP Advisors
Florida
$139K 5,423 +307 +6%
RG
113
Retirement Group
California
$133K 5,951 +5,951 New
CA
114
CoreCap Advisors
Michigan
$86.5K 3,870 +3,870 New
PTC
115
Private Trust Company
Ohio
$82K 3,685 +3,005 +442%
Wells Fargo
116
Wells Fargo
California
$65.4K 2,928 +89 +3%
FFA
117
Founders Financial Alliance
North Carolina
$63K 2,820 +123 +5%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$62.6K 2,800 +2,676 +2,158%
GRP
119
Global Retirement Partners
California
$54.7K 2,450 +180 +8%
HR
120
Howe & Rusling
New York
$53.6K 2,400 +14 +0.6%
PCM
121
Penserra Capital Management
California
$52K 2,352 +490 +26%
TF
122
Tompkins Financial
New York
$49K 2,212 – –
SWM
123
Spire Wealth Management
Virginia
$40K 1,801 – –
NA
124
NewEdge Advisors
Louisiana
$39.5K 38,768 +4,080 +12%
RIA
125
Realta Investment Advisors
Delaware
$38.1K 1,704 +1,004 +143%
3 4
5
6 7