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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

129 hedge funds and large institutions have $305M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
48
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.2M
2
SA
2
SAM Advisors
California
$14.3M
3
NC
3
NewSquare Capital
Pennsylvania
$10.5M
4
AWM
4
AE Wealth Management
Kansas
$9.91M
5
EFS
5
Econ Financial Services
Pennsylvania
$5.82M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.35M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$2.07M
4
WT
4
Whittier Trust
California
$145K
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ARC
126
Advisor Resource Council
Texas
– – -95,826 Closed
ACM
127
AlphaStar Capital Management
North Carolina
– – -21,105 Closed
AWM
128
Avior Wealth Management
Nebraska
– – -17,027 Closed
FIA
129
Foundations Investment Advisors
Arizona
– – -10,692 Closed
WI
130
WrapManager Inc
California
– – -9,714 Closed
RG
131
Retirement Group
California
– – -7,586 Closed
WOSD
132
WFA of San Diego
California
– – -7,190 Closed
BMD
133
Better Money Decisions
New Mexico
– – -7,146 Closed
CA
134
CoreCap Advisors
Michigan
– – -4,021 Closed
BBHC
135
Brown Brothers Harriman & Co
New York
– – -2,338 Closed
SWM
136
SeaCrest Wealth Management
New York
– – -2,283 Closed
RIM
137
Rockbridge Investment Management
New York
– – -1,465 Closed
AIP
138
Ahrens Investment Partners
Louisiana
– – -1,244 Closed
CP
139
Castleview Partners
Texas
$0 8 -903 -99%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
– – -606 Closed
GWM
141
Geneos Wealth Management
Colorado
– – -568 Closed
GWANC
142
Guardian Wealth Advisors (North Carolina)
North Carolina
$0 5 -20 -80%
HFS
143
Hantz Financial Services
Michigan
– – – –
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$0 9 – –
Fidelity Investments
145
Fidelity Investments
Massachusetts
$0 2 +2 New
2 3 4 5
6