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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

25 hedge funds and large institutions have $30.4M invested in SPDR Portfolio High Yield Bond ETF in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$1.14M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.21M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$880K
4
SFG
4
StrategIQ Financial Group
Indiana
$6.38M
5
VF
5
Virtu Financial
New York
$791K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$2.54M
2
CG
2
Colony Group
Massachusetts
$1.98M
3
SSWM
3
Sheets Smith Wealth Management
North Carolina
$0
4
FIM
4
Freedom Investment Management
Connecticut
$0
5
Bank of America
5
Bank of America
North Carolina
$847K
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
1
StrategIQ Financial Group
Indiana
$6.38M 251,971 +23,889 +10%
State Street
2
State Street
Massachusetts
$4.18M 165,000 +13,000 +9%
Jane Street
3
Jane Street
New York
$2.89M 114,214 +6,775 +6%
KF
4
Krilogy Financial
Missouri
$2.75M 108,625 +4,754 +5%
Morgan Stanley
5
Morgan Stanley
New York
$2.57M 101,601 +11,628 +13%
UBS Group
6
UBS Group
Switzerland
$2.54M 100,393 -46,675 -32%
CG
7
Colony Group
Massachusetts
$1.98M 78,031 -17,405 -18%
Citadel Advisors
8
Citadel Advisors
Florida
$1.21M 47,916 +35,741 +294%
FTUS
9
Flow Traders U.S.
New York
$1.14M 44,937 +44,937 New
ACM
10
Aviance Capital Management
Florida
$895K 35,369 -2,988 -8%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$880K 34,765 +27,708 +393%
Bank of America
12
Bank of America
North Carolina
$847K 33,458 -5,059 -13%
VF
13
Virtu Financial
New York
$791K 31,227 +19,375 +163%
FA
14
Fagan Associates
New York
$571K 22,538 -2,972 -12%
IFWM
15
Institute for Wealth Management
Colorado
$272K 10,778 +61 +0.6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$202K 7,981 +7,981 New
US Bancorp
17
US Bancorp
Minnesota
$91K 3,595 – –
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$62K 2,454 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$44K 1,744 -4,856 -74%
LFG
20
LifePlan Financial Group
Ohio
$28K 1,100 -79 -7%
AIP
21
Ameritas Investment Partners
Nebraska
$15K 622 +52 +9%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$13K 533 – –
FHA
23
Flagship Harbor Advisors
Massachusetts
$8K 340 +340 New
SSWM
24
Sheets Smith Wealth Management
North Carolina
– – -15,231 Closed
FIM
25
Freedom Investment Management
Connecticut
– – -10,064 Closed
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