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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

68 hedge funds and large institutions have $105M invested in SPDR Portfolio High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$25.4M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$7.61M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.83M
4
CI
4
Conning Inc
Connecticut
$5M
5
FTUS
5
Flow Traders U.S.
New York
$4.39M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$0
2
SL
2
Systelligence LLC
Minnesota
$7.81M
3
KAS
3
Kestra Advisory Services
Texas
$0
4
State Street
4
State Street
Massachusetts
$2.79M
5
SFG
5
StrategIQ Financial Group
Indiana
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$25.4M 956,462 +443,072 +86%
Morgan Stanley
2
Morgan Stanley
New York
$8.83M 332,645 +229,174 +221%
SL
3
Systelligence LLC
Minnesota
$7.81M 293,963 -88,396 -23%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.61M 286,551 +286,551 New
CI
5
Conning Inc
Connecticut
$5M 188,275 +188,275 New
FTUS
6
Flow Traders U.S.
New York
$4.39M 165,412 +156,543 +1,765%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$4.05M 152,561 +16,014 +12%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.88M 146,271 +146,271 New
Mariner
9
Mariner
Kansas
$3.76M 141,612 +141,612 New
MPW
10
MA Private Wealth
California
$3.71M 139,567 +3,834 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.24M 121,907 +98,824 +428%
State Street
12
State Street
Massachusetts
$2.79M 105,000 -7,800 -7%
HIS
13
Horizon Investment Services
Indiana
$2.76M 104,025 +104,025 New
OMC
14
Old Mission Capital
Illinois
$2.27M 85,595 +85,595 New
Bank of America
15
Bank of America
North Carolina
$2.07M 78,049 +29,045 +59%
CRI
16
Colonial River Investments
Virginia
$1.91M 72,101 -5,156 -7%
PAG
17
Private Advisor Group
New Jersey
$1.46M 54,835 +41,096 +299%
KW
18
KWB Wealth
California
$1.21M 45,706 +4,939 +12%
Goldman Sachs
19
Goldman Sachs
New York
$1.02M 38,316 +38,316 New
Stifel Financial
20
Stifel Financial
Missouri
$954K 35,931 +35,931 New
PMG
21
ProVise Management Group
Florida
$694K 26,147 +14,476 +124%
IC
22
Inscription Capital
Texas
$684K 25,771 +13,698 +113%
UWM
23
USAdvisors Wealth Management
Minnesota
$619K 23,303 +23,303 New
RA
24
RFG Advisory
Alabama
$607K 22,850 -1,374 -6%
MMA
25
Miracle Mile Advisors
California
$591K 22,262 -2,703 -11%
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