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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

36 hedge funds and large institutions have $30.8M invested in SPDR Portfolio High Yield Bond ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
11
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APW
1
Aurora Private Wealth
New Jersey
$2.16M
2
Citadel Advisors
2
Citadel Advisors
Florida
$2.03M
3
Jane Street
3
Jane Street
New York
$2.16M
4
FTUS
4
Flow Traders U.S.
New York
$1.37M
5
JFA
5
Johanson Financial Advisors
California
$971K

Top Sellers

1
JG
1
Jefferies Group
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$952K
3
SFG
3
StrategIQ Financial Group
Indiana
$480K
4
KWA
4
KCS Wealth Advisory
California
$1.02M
5
WI
5
WrapManager Inc
California
$395K
Name Market Value Shares Shares
Change 		Shares
Change %
MAG
1
Mokosak Advisory Group
Iowa
$3.88M 147,013 -519 -0.4%
State Street
2
State Street
Massachusetts
$2.76M 104,800 – –
Morgan Stanley
3
Morgan Stanley
New York
$2.67M 101,237 +4,841 +5%
Jane Street
4
Jane Street
New York
$2.16M 82,074 +55,777 +212%
APW
5
Aurora Private Wealth
New Jersey
$2.16M 82,012 +82,012 New
Citadel Advisors
6
Citadel Advisors
Florida
$2.03M 76,856 +61,598 +404%
CG
7
Colony Group
Massachusetts
$1.76M 66,759 -464 -0.7%
ACM
8
AlphaStar Capital Management
North Carolina
$1.71M 64,844 +7,190 +12%
FTUS
9
Flow Traders U.S.
New York
$1.37M 51,824 +42,523 +457%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.36M 51,695 +1,430 +3%
CP
11
Cumberland Partners
Ontario, Canada
$1.28M 48,500 +21,800 +82%
KWA
12
KCS Wealth Advisory
California
$1.02M 38,510 -13,060 -25%
JFA
13
Johanson Financial Advisors
California
$971K 25,586 +25,586 New
UBS Group
14
UBS Group
Switzerland
$952K 36,108 -28,513 -44%
Bank of America
15
Bank of America
North Carolina
$761K 28,887 +579 +2%
PAG
16
Private Advisor Group
New Jersey
$511K 19,368 +3,284 +20%
SFG
17
StrategIQ Financial Group
Indiana
$480K 18,204 -24,661 -58%
MPW
18
MA Private Wealth
California
$453K 17,184 +17,184 New
SSWM
19
Sheets Smith Wealth Management
North Carolina
$413K 15,666 +594 +4%
WI
20
WrapManager Inc
California
$395K 14,981 -2,090 -12%
WWM
21
WT Wealth Management
Arizona
$355K 13,500 +13,500 New
IFWM
22
Institute for Wealth Management
Colorado
$327K 12,422 +967 +8%
RG
23
Retirement Group
California
$321K 12,196 +12,196 New
LPL Financial
24
LPL Financial
California
$306K 11,627 +11,627 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$119K 4,500 – –
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