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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 Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
151
Franklin Resources
California
$12.5K +$23 +1 +0.2%
AIC
152
Archer Investment Corporation
Indiana
$11.1K – – –
AF
153
Advisornet Financial
Minnesota
$9.88K +$3.01K +131 +44%
GWM
154
Geneos Wealth Management
Colorado
$9.19K – – –
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$8.94K -$55.4K -2,411 -86%
RCM
156
Raleigh Capital Management
North Carolina
$8.94K – – –
AWM
157
Avior Wealth Management
Nebraska
$8.73K +$8.73K +380 New
HI
158
Harbour Investments
Wisconsin
$7.95K +$597 +26 +8%
FWM
159
Focused Wealth Management
New York
$7.05K +$46 +2 +0.7%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$5.19K – – –
UBS Group
161
UBS Group
Switzerland
$4.9K -$8.87K -386 -64%
CSPIA
162
Cary Street Partners Investment Advisory
Virginia
$4.6K – – –
Fidelity Investments
163
Fidelity Investments
Massachusetts
$4.05K +$4.05K +176 New
HCM
164
Hollencrest Capital Management
California
$2.55K – – –
ACA
165
Aptus Capital Advisors
Alabama
$2.18K -$180K -7,812 -99%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$1.84K +$357 +15,546 +24%
IGWM
167
ICA Group Wealth Management
Colorado
$1.15K +$1.15K +50 New
CP
168
Castleview Partners
Texas
$184 – – –
SL
169
Systelligence LLC
Minnesota
– -$10.6M -472,457 Closed
LFPWM
170
Leicht Financial Planning & Wealth Management
New Jersey
– -$6.46M -289,294 Closed
HighTower Advisors
171
HighTower Advisors
Illinois
– -$5.84M -261,738 Closed
Bank of New York Mellon
172
Bank of New York Mellon
New York
– -$5.03M -225,203 Closed
OMC
173
Old Mission Capital
Illinois
– -$2.24M -100,323 Closed
Schroder Investment Management Group
174
Schroder Investment Management Group
United Kingdom
– -$1.28M -57,172 Closed
FFG
175
Ford Financial Group
California
– -$1.05M -47,141 Closed
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