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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

27 hedge funds and large institutions have $32.1M invested in 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.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FWM
1
Focused Wealth Management
New York
$6.94M
2
Jane Street
2
Jane Street
New York
$3.92M
3
SFG
3
StrategIQ Financial Group
Indiana
$6.85M
4
SSWM
4
Sheets Smith Wealth Management
North Carolina
$357K
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$113K

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$230K
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$262K
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3K
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
1
Focused Wealth Management
New York
$6.94M 271,495 +271,495 New
SFG
2
StrategIQ Financial Group
Indiana
$6.85M 267,952 +15,981 +6%
State Street
3
State Street
Massachusetts
$4.22M 165,000 – –
Jane Street
4
Jane Street
New York
$3.92M 153,194 +38,980 +34%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M 104,057 +2,456 +2%
UBS Group
6
UBS Group
Switzerland
$1.91M 74,740 -25,653 -26%
CG
7
Colony Group
Massachusetts
$1.67M 65,476 -12,555 -16%
ACM
8
Aviance Capital Management
Florida
$801K 31,331 -4,038 -11%
Bank of America
9
Bank of America
North Carolina
$738K 28,875 -4,583 -14%
FA
10
Fagan Associates
New York
$562K 21,991 -547 -2%
SSWM
11
Sheets Smith Wealth Management
North Carolina
$357K 13,960 +13,960 New
Citadel Advisors
12
Citadel Advisors
Florida
$262K 10,257 -37,659 -79%
IFWM
13
Institute for Wealth Management
Colorado
$262K 10,430 -348 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$253K 9,918 +1,937 +24%
KF
15
Krilogy Financial
Missouri
$230K 8,991 -99,634 -92%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$113K 4,423 +4,423 New
LFG
17
LifePlan Financial Group
Ohio
$103K 4,021 +2,921 +266%
US Bancorp
18
US Bancorp
Minnesota
$92K 3,595 – –
SWP
19
Stratos Wealth Partners
Ohio
$55K 2,154 +2,154 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$49K 1,916 +172 +10%
AIP
21
Ameritas Investment Partners
Nebraska
$15K 624 +2 +0.3%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$14K 556 +23 +4%
FHA
23
Flagship Harbor Advisors
Massachusetts
$9K 340 – –
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3K 116 -34,649 -100%
AG
25
Advisor Group
Arizona
$1K 44 +44 New
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