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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

28 hedge funds and large institutions have $27.9M invested in SPDR Portfolio High Yield Bond ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$2.76M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$391K
3
Morgan Stanley
3
Morgan Stanley
New York
$2.31M
4
Citadel Advisors
4
Citadel Advisors
Florida
$313K
5
UBS Group
5
UBS Group
Switzerland
$3.78M

Top Sellers

1
VF
1
Virtu Financial
New York
$304K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$170K
3
CG
3
Colony Group
Massachusetts
$2.45M
4
FAAS
4
First Allied Advisory Services
California
$0
5
NC
5
NewSquare Capital
Pennsylvania
$6K
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
1
StrategIQ Financial Group
Indiana
$5.86M 228,082 +7,359 +3%
State Street
2
State Street
Massachusetts
$3.9M 152,000 – –
UBS Group
3
UBS Group
Switzerland
$3.78M 147,068 +11,976 +9%
Jane Street
4
Jane Street
New York
$2.76M 107,439 +29,470 +38%
KF
5
Krilogy Financial
Missouri
$2.67M 103,871 +7,812 +8%
CG
6
Colony Group
Massachusetts
$2.45M 95,436 -4,850 -5%
Morgan Stanley
7
Morgan Stanley
New York
$2.31M 89,973 +13,713 +18%
Bank of America
8
Bank of America
North Carolina
$989K 38,517 +2,893 +8%
ACM
9
Aviance Capital Management
Florida
$985K 38,357 +1,365 +4%
SSWM
10
Sheets Smith Wealth Management
North Carolina
$391K 15,231 +15,231 New
Citadel Advisors
11
Citadel Advisors
Florida
$313K 12,175 +12,175 New
VF
12
Virtu Financial
New York
$304K 11,852 -28,293 -70%
IFWM
13
Institute for Wealth Management
Colorado
$271K 10,717 +10,717 New
FIM
14
Freedom Investment Management
Connecticut
$258K 10,064 +144 +1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$181K 7,057 +7,057 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$170K 6,600 -9,744 -60%
US Bancorp
17
US Bancorp
Minnesota
$92K 3,595 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$63K 2,454 – –
SWP
19
Stratos Wealth Partners
Ohio
$58K 2,257 +2,257 New
LFG
20
LifePlan Financial Group
Ohio
$30K 1,179 +1,179 New
AIP
21
Ameritas Investment Partners
Nebraska
$14K 570 +1 +0.2%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14K 533 +533 New
IWM
23
IHT Wealth Management
Illinois
$10K 393 – –
NC
24
NewSquare Capital
Pennsylvania
$6K 220 -420 -66%
FGC
25
Financial Gravity Companies
Texas
$1K 20 – –
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