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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

167 hedge funds and large institutions have $649M invested in SPDR Portfolio High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
167
Holders Change
+10
Holders Change %
+6.37%
% of All Funds
2.67%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
78
Reduced
36
Closed
23
Calls
$244K
Puts
–
Net Calls
+$244K
Net Calls Change
+$244K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$154M
2
Ameriprise
2
Ameriprise
Minnesota
$74.5M
3
Jane Street
3
Jane Street
New York
$22.4M
4
HP
4
Hilltop Partners
Indiana
$12M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$13.2M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$0
2
LFPWM
2
Leicht Financial Planning & Wealth Management
New Jersey
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
EFS
4
Econ Financial Services
Pennsylvania
$456K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
101
Index Fund Advisors
California
$354K 15,417 +15,417 New
TC
102
Toews Corporation
New Jersey
$345K 15,000 +15,000 New
PCM
103
Penserra Capital Management
California
$343K 14,963 +12,611 +536%
MFG
104
Merit Financial Group
Georgia
$338K 14,723 -182 -1%
GIA
105
Gladstone Institutional Advisory
Florida
$336K 14,631 +51 +0.3%
SAG
106
SageView Advisory Group
California
$331K 14,419 +14,419 New
AAM
107
Advisors Asset Management
Colorado
$313K 13,612 +248 +2%
IW
108
Instrumental Wealth
Florida
$298K 13,137 +13,137 New
Wells Fargo
109
Wells Fargo
California
$298K 12,965 +10,037 +343%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$290K 12,625 +12,625 New
DC
111
Davenport & Co
Virginia
$282K 12,258 – –
KFI
112
Key Financial Inc
Pennsylvania
$280K 12,184 +12,184 New
OPS
113
Orion Portfolio Solutions
Nebraska
$262K 11,383 +1,346 +13%
BCI
114
Brinker Capital Investments
Pennsylvania
$262K 11,383 +11,383 New
NRI
115
NFP Retirement Inc
California
$259K 11,268 +11,268 New
WS
116
Wedbush Securities
California
$251K 10,904 +10,904 New
CRI
117
Colonial River Investments
Virginia
$251K 10,902 -3,240 -23%
MAS
118
Madden Advisory Services
Florida
$250K 10,865 +7 +0.1%
WWM
119
WT Wealth Management
Arizona
$249K 10,851 – –
PIA
120
Perennial Investment Advisors
California
$245K 10,661 +10,661 New
AA
121
Advisory Alpha
Michigan
$238K 10,374 +56 +0.5%
ESB
122
Essex Savings Bank
Connecticut
$228K 9,910 -170 -2%
TC
123
TownSquare Capital
Utah
$220K 9,573 +9,573 New
WTC
124
WhitTier Trust Company
Nevada
$218K 9,500 +745 +9%
BWP
125
Balboa Wealth Partners
Arizona
$215K 9,347 +9,347 New
3 4
5
6 7