State Street SPDR Portfolio High Yield Bond ETF
SPHY
20 hedge funds and large institutions have $25.1M invested in State Street SPDR Portfolio High Yield Bond ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
4.28% more ownership
Funds ownership: 75.88% → 80.17% (+4.3%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
11% less capital invested
Capital invested by funds: $28.3M → $25.1M (-$3.18M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.39M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$629K |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$581K |
| 4 |
Jane Street
New York
|
+$483K |
| 5 |
Morgan Stanley
New York
|
+$458K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
-$1.32M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$321K |
| 4 |
FA
Fagan Associates
Troy,
New York
|
-$199K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$192K |
SPHY Hedge Fund Activity: Q4 2015 in Review
20 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2015, worth a combined $25.1M — down 11% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SPHY positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Simplicity Solutions, opening a new position worth an estimated $1.39M. The largest seller was Bank of America, cutting an estimated $1.74M.
- 20 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $25.1M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2015, down 11% quarter-over-quarter.
- 4 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2015 and 2 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2015 was Simplicity Solutions, an estimated $1.39M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2015 was Bank of America, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2015.