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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

98 hedge funds and large institutions have $206M invested in SPDR Portfolio High Yield Bond ETF in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
98
Holders Change
+17
Holders Change %
+20.99%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
37
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KBFS
1
Kohmann Bosshard Financial Services
Ohio
$11.7M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$8.11M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.5M
4
OMC
4
Old Mission Capital
Illinois
$4.62M
5
RGF
5
Retirement Guys Formula
Ohio
$3.44M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
Barclays
2
Barclays
United Kingdom
$0
3
LPL Financial
3
LPL Financial
California
$43.2M
4
CI
4
Conning Inc
Connecticut
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$43.2M 1,626,403 -192,175 -11%
Morgan Stanley
2
Morgan Stanley
New York
$13.5M 509,290 +204,521 +67%
CAI
3
Capital Advisors Inc
Oklahoma
$12.8M 482,202 +28,387 +6%
SL
4
Systelligence LLC
Minnesota
$12M 451,407 +556 +0.1%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$11.8M 444,338 +57,150 +15%
KBFS
6
Kohmann Bosshard Financial Services
Ohio
$11.7M 430,189 +430,189 New
RWA
7
Redhawk Wealth Advisors
Minnesota
$8.11M 305,283 +290,455 +1,959%
Mariner
8
Mariner
Kansas
$7.65M 287,781 +4,789 +2%
HIS
9
Horizon Investment Services
Indiana
$6.46M 243,085 +2,062 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.54M 208,450 +60,584 +41%
Stifel Financial
11
Stifel Financial
Missouri
$5.53M 208,144 -15,757 -7%
ARC
12
Advisor Resource Council
Texas
$4.73M 178,186 +126,312 +243%
OMC
13
Old Mission Capital
Illinois
$4.62M 173,742 +173,742 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.34M 163,139 +11,602 +8%
Bank of America
15
Bank of America
North Carolina
$4.03M 151,730 +51,814 +52%
PAG
16
Private Advisor Group
New Jersey
$3.59M 134,935 +739 +0.6%
RGF
17
Retirement Guys Formula
Ohio
$3.44M 129,453 +129,453 New
SWP
18
Stratos Wealth Partners
Ohio
$2.68M 101,019 +101,019 New
State Street
19
State Street
Massachusetts
$2.58M 97,000 -4,000 -4%
TDWM
20
Topel & Distasi Wealth Management
California
$2.36M 88,831 +88,831 New
AWM
21
AE Wealth Management
Kansas
$2.29M 86,237 +14,864 +21%
APW
22
Aurora Private Wealth
New Jersey
$2.24M 84,334 +3,241 +4%
PMG
23
ProVise Management Group
Florida
$2.06M 77,617 +15,918 +26%
CRI
24
Colonial River Investments
Virginia
$1.87M 70,204 +70,204 New
SFP
25
Strategic Financial Planning
Texas
$1.65M 62,245 +62,245 New
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