State Street SPDR Portfolio High Yield Bond ETF
SPHY
108 hedge funds and large institutions have $249M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 14 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
46% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 26
20% more capital invested
Capital invested by funds: $207M → $249M (+$42.3M)
11% more funds holding
Funds holding: 97 → 108 (+11)
3.5% more ownership
Funds ownership: 36.29% → 39.79% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$21.5M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$12.6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.3M |
| 4 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
+$7.32M |
| 5 |
Morgan Stanley
New York
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$11M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$5.57M |
| 3 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$3.44M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$2.68M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.65M |
SPHY Hedge Fund Activity: Q1 2022 in Review
108 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2022, worth a combined $249M — up 20% from $207M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SPHY positions and 14 closed out — a net gain of 13 holders — while 38 added to existing stakes and 26 trimmed.
The largest buyer was Systelligence LLC, adding an estimated $21.5M. The largest seller was Janney Montgomery Scott, cutting an estimated $11M.
- 108 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2022, up from 97 in Q4 2021.
- Funds reported $249M of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2022, up 20% quarter-over-quarter.
- 27 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2022 and 14 closed out, a net change of +13 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2022 was Systelligence LLC, an estimated $21.5M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2022 was Janney Montgomery Scott, an estimated $11M sold.
Based on aggregated 13F filings for Q1 2022.