SPHY icon

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 %
PFA
101
Peak Financial Advisors
Colorado
$428K 18,754 +18,754 New
AAM
102
Advisors Asset Management
Colorado
$411K 18,011 +4,399 +32%
BAM
103
BTS Asset Management
Massachusetts
$407K 17,829 -12,147 -41%
BAM
104
Belpointe Asset Management
Nevada
$401K 17,536 -1,387 -7%
PFM
105
Phillips Financial Management
Indiana
$386K 16,921 – –
FPWM
106
FSB Premier Wealth Management
Iowa
$376K 16,459 -76 -0.5%
NRI
107
NFP Retirement Inc
California
$359K 15,703 +4,435 +39%
IFA
108
Index Fund Advisors
California
$352K 15,417 – –
TC
109
TownSquare Capital
Utah
$349K 15,264 +5,691 +59%
VCM
110
Virtue Capital Management
Tennessee
$348K 15,392 -10,393 -40%
VT
111
Vise Technologies
New York
$348K 15,231 -1,008 -6%
IA
112
IFP Advisors
Florida
$345K 15,088 +12,071 +400%
GIA
113
Gladstone Institutional Advisory
Florida
$327K 14,313 -318 -2%
CA
114
Continuum Advisory
Idaho
$321K 14,051 +14,051 New
DLHL
115
Donald L. Hagan LLC
Florida
$321K 14,040 -19,645 -58%
IW
116
Instrumental Wealth
Florida
$310K 13,567 +430 +3%
SS
117
Sunbelt Securities
Texas
$309K 13,542 +13,542 New
OMC
118
Old Mission Capital
Illinois
$301K 13,189 +13,189 New
Truist Financial
119
Truist Financial
North Carolina
$286K 12,515 +12,515 New
KFI
120
Key Financial Inc
Pennsylvania
$278K 12,184 – –
MOS
121
MGO One Seven
Ohio
$276K 12,084 +12,084 New
BCI
122
Brinker Capital Investments
Pennsylvania
$263K 11,511 +128 +1%
OPS
123
Orion Portfolio Solutions
Nebraska
$263K 11,511 +128 +1%
MAS
124
Madden Advisory Services
Florida
$248K 10,877 +12 +0.1%
FAIM
125
Financial Advocates Investment Management
Washington
$247K 10,833 -16,003 -60%
3 4
5
6 7