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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 Market Value Shares Shares
Change 		Shares
Change %
IRAG
176
Investment Research & Advisory Group
Georgia
$1.03K 45 +45 New
William Blair & Company
177
William Blair & Company
Illinois
$437 19 +19 New
CP
178
Castleview Partners
Texas
$183 8 – –
KW
179
KWB Wealth
California
– – -704,921 Closed
SFG
180
Sterling Financial Group
California
– – -406,879 Closed
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
– – -232,838 Closed
PWA
182
Peterson Wealth Advisors
Utah
– – -226,170 Closed
APCM
183
Alaska Permanent Capital Management
Alaska
– – -58,439 Closed
RWA
184
Rooted Wealth Advisors
Illinois
– – -48,817 Closed
WAP
185
Wealthcare Advisory Partners
Pennsylvania
– – -22,715 Closed
BRWA
186
B. Riley Wealth Advisors
Florida
– – -21,319 Closed
MMA
187
Miracle Mile Advisors
California
– – -20,822 Closed
TC
188
Toews Corporation
New Jersey
– – -15,000 Closed
PCM
189
Penserra Capital Management
California
– – -14,963 Closed
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
– – -12,625 Closed
DC
191
Davenport & Co
Virginia
– – -12,258 Closed
CRI
192
Colonial River Investments
Virginia
– – -10,902 Closed
WWM
193
WT Wealth Management
Arizona
– – -10,851 Closed
ESB
194
Essex Savings Bank
Connecticut
– – -9,910 Closed
AAS
195
Ameritas Advisory Services
Nebraska
– – -3,995 Closed
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
– – -389 Closed
AWM
197
Avior Wealth Management
Nebraska
– – -380 Closed
HNB
198
Huntington National Bank
Ohio
– – – –
HFS
199
Hantz Financial Services
Michigan
– – – –
CFGS
200
Concourse Financial Group Securities
Alabama
– – – –
4 5 6 7
8