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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

31 hedge funds and large institutions have $36.3M invested in SPDR Portfolio High Yield Bond ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
6
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$4.03M
2
MAG
2
Mokosak Advisory Group
Iowa
$3.44M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$1.35M
4
FWM
4
Focused Wealth Management
New York
$7.86M
5
ACM
5
AlphaStar Capital Management
North Carolina
$647K

Top Sellers

1
Jane Street
1
Jane Street
New York
$620K
2
UBS Group
2
UBS Group
Switzerland
$1.1M
3
FA
3
Fagan Associates
New York
$213K
4
CG
4
Colony Group
Massachusetts
$1.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.29M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
1
Focused Wealth Management
New York
$7.86M 318,129 +46,634 +17%
SFG
2
StrategIQ Financial Group
Indiana
$6.58M 266,681 -1,271 -0.5%
State Street
3
State Street
Massachusetts
$4.07M 165,000 – –
FTUS
4
Flow Traders U.S.
New York
$4.03M 163,101 +163,101 New
MAG
5
Mokosak Advisory Group
Iowa
$3.44M 139,165 +139,165 New
Morgan Stanley
6
Morgan Stanley
New York
$2.29M 92,559 -11,498 -11%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$1.35M 54,517 +54,401 +46,897%
CG
8
Colony Group
Massachusetts
$1.3M 52,466 -13,010 -20%
UBS Group
9
UBS Group
Switzerland
$1.1M 44,517 -30,223 -40%
ACM
10
AlphaStar Capital Management
North Carolina
$647K 26,206 +26,206 New
Bank of America
11
Bank of America
North Carolina
$627K 25,381 -3,494 -12%
Jane Street
12
Jane Street
New York
$620K 25,122 -128,072 -84%
ACM
13
Aviance Capital Management
Florida
$492K 19,945 -11,386 -36%
SSWM
14
Sheets Smith Wealth Management
North Carolina
$312K 12,618 -1,342 -10%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$305K 12,360 +2,442 +25%
IFWM
16
Institute for Wealth Management
Colorado
$260K 10,535 +105 +1%
Citadel Advisors
17
Citadel Advisors
Florida
$250K 10,136 -121 -1%
TSS
18
Two Sigma Securities
New York
$235K 9,528 +9,528 New
FA
19
Fagan Associates
New York
$213K 8,620 -13,371 -61%
LFG
20
LifePlan Financial Group
Ohio
$115K 4,652 +631 +16%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$69K 2,794 -1,629 -37%
APC
22
Aspire Private Capital
North Carolina
$23K 920 +920 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$20K 788 -1,128 -59%
US Bancorp
24
US Bancorp
Minnesota
$16K 655 -2,940 -82%
AIC
25
Ameritas Investment Company
Nebraska
$16K 628 +628 New
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