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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

51 hedge funds and large institutions have $56.7M invested in SPDR Portfolio High Yield Bond ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 9 closing their positions.

Holders
51
Holders Change
+7
Holders Change %
+15.91%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
19
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$13.6M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$8.21M
3
SL
3
Systelligence LLC
Minnesota
$10.1M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.62M
5
KW
5
KWB Wealth
California
$1.08M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$235K
2
Jane Street
2
Jane Street
New York
$0
3
JG
3
Jefferies Group
New York
$0
4
MPW
4
MA Private Wealth
California
$3.6M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$13.6M 513,390 +392,021 +323%
SL
2
Systelligence LLC
Minnesota
$10.1M 382,359 +233,021 +156%
RWA
3
Redhawk Wealth Advisors
Minnesota
$8.21M 310,004 +310,004 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.62M 136,547 +46,554 +52%
MPW
5
MA Private Wealth
California
$3.6M 135,733 -10,422 -7%
State Street
6
State Street
Massachusetts
$2.99M 112,800 – –
Morgan Stanley
7
Morgan Stanley
New York
$2.74M 103,471 +9,423 +10%
Bank of America
8
Bank of America
North Carolina
$1.3M 49,004 +15,423 +46%
KW
9
KWB Wealth
California
$1.08M 40,767 +40,767 New
FPWM
10
FSB Premier Wealth Management
Iowa
$677K 25,585 +25,585 New
MMA
11
Miracle Mile Advisors
California
$661K 24,965 -1,328 -5%
RA
12
RFG Advisory
Alabama
$643K 24,224 -1,412 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$611K 23,083 +3,744 +19%
ACM
14
AlphaStar Capital Management
North Carolina
$576K 21,748 +3,015 +16%
MFGM
15
Marshall Financial Group (Maryland)
Maryland
$518K 19,574 +19,574 New
CG
16
Colony Group
Massachusetts
$467K 17,629 – –
MML Investors Services
17
MML Investors Services
Massachusetts
$451K 17,027 +1,486 +10%
MIAN
18
Mariner Independent Advisor Network
Kansas
$445K 16,817 +16,817 New
PAG
19
Private Advisor Group
New Jersey
$364K 13,739 +4,931 +56%
KAS
20
Kestra Advisory Services
Texas
$340K 12,844 +12,844 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$339K 12,800 +4,300 +51%
IC
22
Inscription Capital
Texas
$320K 12,073 +12,073 New
MAS
23
Madden Advisory Services
Florida
$312K 11,778 -731 -6%
PMG
24
ProVise Management Group
Florida
$309K 11,671 +3,464 +42%
RG
25
Retirement Group
California
$302K 11,411 – –
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