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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

108 hedge funds and large institutions have $249M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 14 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
38
Reduced
27
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Systelligence LLC
Minnesota
$32.4M
2
RWA
2
Redhawk Wealth Advisors
Minnesota
$20M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$14.2M
4
LFPWM
4
Leicht Financial Planning & Wealth Management
New Jersey
$7.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$17.7M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$396K
2
Mariner
2
Mariner
Kansas
$1.76M
3
RGF
3
Retirement Guys Formula
Ohio
$0
4
SWP
4
Stratos Wealth Partners
Ohio
$0
5
OMC
5
Old Mission Capital
Illinois
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$40.5M 1,613,928 -12,475 -0.8%
SL
2
Systelligence LLC
Minnesota
$32.4M 1,292,290 +840,883 +186%
RWA
3
Redhawk Wealth Advisors
Minnesota
$20M 797,362 +492,079 +161%
Morgan Stanley
4
Morgan Stanley
New York
$17.7M 706,476 +197,186 +39%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$14.2M 566,301 +403,162 +247%
CAI
6
Capital Advisors Inc
Oklahoma
$12.2M 484,758 +2,556 +0.5%
KBFS
7
Kohmann Bosshard Financial Services
Ohio
$11.7M 465,973 +35,784 +8%
LFPWM
8
Leicht Financial Planning & Wealth Management
New Jersey
$7.19M 286,432 +286,432 New
Stifel Financial
9
Stifel Financial
Missouri
$7M 278,874 +70,730 +34%
HIS
10
Horizon Investment Services
Indiana
$6.09M 242,469 -616 -0.3%
PAG
11
Private Advisor Group
New Jersey
$5.98M 238,355 +103,420 +77%
SFP
12
Strategic Financial Planning
Texas
$5.01M 199,482 +137,237 +220%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.86M 193,446 -15,004 -7%
PMG
14
ProVise Management Group
Florida
$4.6M 183,179 +105,562 +136%
AA
15
Aire Advisors
California
$4.12M 159,001 +159,001 New
IDA
16
Intelligence Driven Advisers
California
$3.9M 157,895 +157,895 New
Bank of America
17
Bank of America
North Carolina
$3.3M 131,381 -20,349 -13%
FHA
18
Flagship Harbor Advisors
Massachusetts
$2.94M 117,231 +117,231 New
AWM
19
AE Wealth Management
Kansas
$2.77M 110,145 +23,908 +28%
MAWAG
20
Mid-American Wealth Advisory Group
Missouri
$2.6M 103,605 +54,973 +113%
State Street
21
State Street
Massachusetts
$2.44M 97,000 – –
APW
22
Aurora Private Wealth
New Jersey
$2.44M 97,015 +12,681 +15%
TDWM
23
Topel & Distasi Wealth Management
California
$2.23M 88,831 – –
ARC
24
Advisor Resource Council
Texas
$1.98M 78,856 -99,330 -56%
OMC
25
Old Mission Capital
Illinois
$1.76M 70,183 -103,559 -60%
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