SPHY icon

SPDR Portfolio High Yield Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
126
Perennial Investment Advisors
California
$244K +$365 +16 +0.2%
NC
127
NovaPoint Capital
Georgia
$243K +$243K +10,646 New
MFG
128
Merit Financial Group
Georgia
$243K -$93.7K -4,103 -28%
BWP
129
Balboa Wealth Partners
Arizona
$222K +$8.77K +384 +4%
TW
130
Towerpoint Wealth
California
$213K -$553K -24,225 -72%
AA
131
Advisory Alpha
Michigan
$207K -$30.1K -1,319 -13%
WTC
132
WhitTier Trust Company
Nevada
$192K -$25.4K -1,110 -12%
VAG
133
VisionPoint Advisory Group
Texas
$155K +$155K +6,797 New
GWM
134
Geneos Wealth Management
Colorado
$145K +$136K +5,941 +1,485%
WOSD
135
WFA of San Diego
California
$142K +$142K +6,226 New
RG
136
Retirement Group
California
$136K
WT
137
Whittier Trust
California
$119K
US Bancorp
138
US Bancorp
Minnesota
$116K
HI
139
Harbour Investments
Wisconsin
$104K +$96.4K +4,220 +1,220%
Wells Fargo
140
Wells Fargo
California
$95.2K -$201K -8,799 -68%
BEI
141
Benjamin Edwards Inc
Missouri
$78K -$2.03K -89 -3%
PTC
142
Private Trust Company
Ohio
$70.6K -$13.7K -600 -16%
FFA
143
Founders Financial Alliance
North Carolina
$64.4K
HR
144
Howe & Rusling
New York
$53.7K +$228 +10 +0.4%
TF
145
Tompkins Financial
New York
$50.5K
BFPW
146
BOK Financial Private Wealth
Colorado
$50K +$11.4K +499 +30%
SWM
147
Spire Wealth Management
Virginia
$41.1K
Fidelity Investments
148
Fidelity Investments
Massachusetts
$39.4K +$35.3K +1,548 +880%
BWL
149
Bogart Wealth LLC
Virginia
$38.9K +$548 +24 +1%
WT
150
Washington Trust
Rhode Island
$27K