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State Street SPDR Portfolio High Yield Bond ETF
SPHY
SPHY
115 hedge funds and large institutions have $265M invested in State Street 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.
New
Increased
Maintained
Reduced
Closed
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
32% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more capital invested
Capital invested by funds: $249M → $265M (+$16.5M)
6% more funds holding
Funds holding: 108 → 115 (+7)
1.19% less ownership
Funds ownership: 39.79% → 38.6% (-1.2%)
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
Charlotte,
North Carolina
|
+$16.8M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
+$15.3M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$13.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.28M |
| 5 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$6.51M |
Top Sellers
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$18.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.04M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.85M |
| 4 |
Morgan Stanley
New York
|
-$3.45M |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$2.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$396K | -15,763 | Closed |
|
|
BEI
127
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$266K | -10,594 | Closed |
|
|
IWC
128
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$201K | -8,000 | Closed |
|
|
GI
129
Gradient Investments
Arden Hills,
Minnesota
| – | -$84K | -3,346 | Closed |
|
|
MFG
130
Monumental Financial Group
Rockville,
Maryland
| – | -$43K | -1,695 | Closed |
|
131
Fidelity Investments
Boston,
Massachusetts
| – | -$20K | -786 | Closed |
|
132
Koshinski Asset Management
Decatur,
Illinois
| – | -$14.3K | -568 | Closed |
|
|
MCC
133
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$11K | -450 | Closed |
|