State Street SPDR Portfolio High Yield Bond ETF
SPHY
81 hedge funds and large institutions have $196M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
80% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 20
31% more capital invested
Capital invested by funds: $149M → $196M (+$46.5M)
5% more funds holding
Funds holding: 77 → 81 (+4)
1.73% more ownership
Funds ownership: 36.79% → 38.52% (+1.7%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$21.7M |
| 2 |
JP Morgan Chase
New York
|
+$16.8M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$12.2M |
| 4 |
Barclays
London,
United Kingdom
|
+$9.18M |
| 5 |
Morgan Stanley
New York
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$20.6M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$12.5M |
| 3 |
MPW
MA Private Wealth
San Carlos,
California
|
-$2.31M |
| 4 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$1.93M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$1.48M |
SPHY Hedge Fund Activity: Q3 2021 in Review
81 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q3 2021, worth a combined $196M — up 31% from $149M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPHY positions and 6 closed out — a net gain of 5 holders — while 36 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $21.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $20.6M sold.
- 81 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q3 2021, up from 77 in Q2 2021.
- Funds reported $196M of State Street SPDR Portfolio High Yield Bond ETF stock for Q3 2021, up 31% quarter-over-quarter.
- 11 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q3 2021 and 6 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $21.7M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q3 2021 was Flow Traders U.S., an estimated $20.6M sold.
Based on aggregated 13F filings for Q3 2021.