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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 Holding Trade Value Shares
Change 		Shares
Change %
HWA
151
HHM Wealth Advisors
Tennessee
$25.7K – – –
RIA
152
Realta Investment Advisors
Delaware
$22.9K +$22.9K +1,004 New
FGAM
153
Financial Gravity Asset Management
Texas
$22K +$22K +23 New
TWC
154
TD Waterhouse Canada
Ontario, Canada
$20.1K – – –
CIAS
155
Capital Investment Advisory Services
North Carolina
$19K – – –
APC
156
Aspire Private Capital
North Carolina
$15K +$15K +658 New
Franklin Resources
157
Franklin Resources
California
$12.5K +$137 +6 +1%
AIC
158
Archer Investment Corporation
Indiana
$11K – – –
AF
159
Advisornet Financial
Minnesota
$9.82K – – –
CAS
160
Coppell Advisory Solutions
Texas
$9.77K -$664K -29,230 -99%
NFSG
161
Newbridge Financial Services Group
Florida
$9.05K -$9.72K -425 -52%
RCM
162
Raleigh Capital Management
North Carolina
$8.89K – – –
FWM
163
Focused Wealth Management
New York
$7.06K +$46 +2 +0.7%
ME
164
McIlrath & Eck
Washington
$7.02K -$3.47M -151,659 -100%
FCAS
165
First Command Advisory Services
Texas
$6.74K +$6.74K +295 New
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$5.16K – – –
UBS Group
167
UBS Group
Switzerland
$4.87K – – –
CSPIA
168
Cary Street Partners Investment Advisory
Virginia
$4.57K – – –
HCM
169
Hollencrest Capital Management
California
$2.54K – – –
ACA
170
Aptus Capital Advisors
Alabama
$2.17K – – –
AAP
171
Arax Advisory Partners
Colorado
$2.01K +$2.01K +88 New
NRG
172
Nemes Rush Group
Michigan
$2.01K +$2.01K +88 New
TRCT
173
Tower Research Capital (TRC)
New York
$1.58K -$16.6K -728 -91%
CWP
174
Concord Wealth Partners
Virginia
$1.14K -$13.6K -595 -92%
IGWM
175
ICA Group Wealth Management
Colorado
$1.14K – – –
4 5 6
7
8