State Street SPDR Portfolio High Yield Bond ETF
SPHY
40 hedge funds and large institutions have $27M invested in State Street SPDR Portfolio High Yield Bond ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 13 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 10
11% less funds holding
Funds holding: 45 → 40 (-5)
16.95% less ownership
Funds ownership: 43.22% → 26.27% (-17%)
38% less capital invested
Capital invested by funds: $43.5M → $27M (-$16.5M)
38% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPW
MA Private Wealth
San Carlos,
California
|
+$2.57M |
| 2 |
JG
Jefferies Group
New York
|
+$2.34M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$1.38M |
| 4 |
LPL Financial
San Diego,
California
|
+$790K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$11.6M |
| 2 |
Jane Street
New York
|
-$10.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.01M |
| 4 |
Morgan Stanley
New York
|
-$1.61M |
| 5 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$494K |
SPHY Hedge Fund Activity: Q2 2020 in Review
40 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q2 2020, worth a combined $27M — down 38% from $43.5M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SPHY and 8 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 14 added.
The largest buyer was MA Private Wealth, adding an estimated $2.57M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.6M sold.
- 40 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q2 2020, down from 45 in Q1 2020.
- Funds reported $27M of State Street SPDR Portfolio High Yield Bond ETF stock for Q2 2020, down 38% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q2 2020 and 13 closed out, a net change of -5 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q2 2020 was MA Private Wealth, an estimated $2.57M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q2 2020 was Flow Traders U.S., an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2020.