State Street SPDR Portfolio High Yield Bond ETF
SPHY
97 hedge funds and large institutions have $207M invested in State Street SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more funds holding
Funds holding: 81 → 97 (+16)
5% more capital invested
Capital invested by funds: $196M → $207M (+$10.6M)
2.23% less ownership
Funds ownership: 38.52% → 36.29% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
+$11.4M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$7.7M |
| 3 |
Morgan Stanley
New York
|
+$5.42M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.61M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$16.8M |
| 2 |
Barclays
London,
United Kingdom
|
-$12M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.1M |
| 4 |
CI
Conning Inc
Hartford,
Connecticut
|
-$5.04M |
| 5 |
Jane Street
New York
|
-$4.12M |
SPHY Hedge Fund Activity: Q4 2021 in Review
97 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2021, worth a combined $207M — up 5.4% from $196M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SPHY positions and 10 closed out — a net gain of 17 holders — while 37 added to existing stakes and 18 trimmed.
The largest buyer was Kohmann Bosshard Financial Services, opening a new position worth an estimated $11.4M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $16.8M sold.
- 97 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2021, up from 81 in Q3 2021.
- Funds reported $207M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2021, up 5.4% quarter-over-quarter.
- 27 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2021 and 10 closed out, a net change of +17 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2021 was Kohmann Bosshard Financial Services, an estimated $11.4M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2021 was JP Morgan Chase, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2021.