State Street SPDR Portfolio High Yield Bond ETF
SPHY
27 hedge funds and large institutions have $32.1M invested in State Street SPDR Portfolio High Yield Bond ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
8% more funds holding
Funds holding: 25 → 27 (+2)
6% more capital invested
Capital invested by funds: $30.4M → $32.1M (+$1.72M)
0.38% more ownership
Funds ownership: 46.12% → 46.5% (+0.38%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
Focused Wealth Management
Newburgh,
New York
|
+$6.93M |
| 2 |
Jane Street
New York
|
+$995K |
| 3 |
SFG
StrategIQ Financial Group
Merrillville,
Indiana
|
+$408K |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$356K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$2.54M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$961K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$885K |
| 5 |
VF
Virtu Financial
New York
|
-$791K |
SPHY Hedge Fund Activity: Q3 2018 in Review
27 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q3 2018, worth a combined $32.1M — up 5.7% from $30.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SPHY positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Focused Wealth Management, opening a new position worth an estimated $6.93M. The largest seller was Krilogy Financial, cutting an estimated $2.54M.
- 27 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q3 2018, up from 25 in Q2 2018.
- Funds reported $32.1M of State Street SPDR Portfolio High Yield Bond ETF stock for Q3 2018, up 5.7% quarter-over-quarter.
- 5 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q3 2018 and 3 closed out, a net change of +2 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q3 2018 was Focused Wealth Management, an estimated $6.93M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q3 2018 was Krilogy Financial, an estimated $2.54M sold.
Based on aggregated 13F filings for Q3 2018.