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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

115 hedge funds and large institutions have $265M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 19 closing their positions.

Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
1.94%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
27
Increased
41
Reduced
31
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.8M
2
KW
2
KWB Wealth
California
$15.7M
3
CAI
3
Capital Advisors Inc
Oklahoma
$23.6M
4
LPL Financial
4
LPL Financial
California
$43.1M
5
PWA
5
Peterson Wealth Advisors
Utah
$6.15M

Top Sellers

1
RWA
1
Redhawk Wealth Advisors
Minnesota
$398K
2
Stifel Financial
2
Stifel Financial
Missouri
$1.5M
3
SL
3
Systelligence LLC
Minnesota
$24.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$43.1M 1,920,187 +306,259 +19%
SL
2
Systelligence LLC
Minnesota
$24.4M 1,088,232 -204,058 -16%
CAI
3
Capital Advisors Inc
Oklahoma
$23.6M 1,050,791 +566,033 +117%
Bank of America
4
Bank of America
North Carolina
$18.8M 836,117 +704,736 +536%
KW
5
KWB Wealth
California
$15.7M 700,167 +645,140 +1,172%
Morgan Stanley
6
Morgan Stanley
New York
$12.6M 561,362 -145,114 -21%
KBFS
7
Kohmann Bosshard Financial Services
Ohio
$11M 491,885 +25,912 +6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$11M 491,382 -74,919 -13%
FHA
9
Flagship Harbor Advisors
Massachusetts
$7.99M 355,695 +238,464 +203%
LFPWM
10
Leicht Financial Planning & Wealth Management
New Jersey
$6.47M 288,116 +1,684 +0.6%
PWA
11
Peterson Wealth Advisors
Utah
$6.15M 273,839 +273,839 New
WT
12
Whittier Trust
California
$5.76M 256,721 +256,721 New
AWS
13
Atria Wealth Solutions
New York
$5.7M 253,991 +253,991 New
PAG
14
Private Advisor Group
New Jersey
$5.68M 253,178 +14,823 +6%
SFP
15
Strategic Financial Planning
Texas
$4.67M 207,809 +8,327 +4%
HIS
16
Horizon Investment Services
Indiana
$4.57M 203,497 -38,972 -16%
PMG
17
ProVise Management Group
Florida
$4.5M 200,611 +17,432 +10%
AA
18
Aire Advisors
California
$4.47M 199,033 +40,032 +25%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.51M 156,188 -37,258 -19%
EH
20
Equitable Holdings
New York
$3.37M 150,281 +135,812 +939%
IDA
21
Intelligence Driven Advisers
California
$2.47M 109,882 -48,013 -30%
Ameriprise
22
Ameriprise
Minnesota
$2.39M 106,274 +106,274 New
WTC
23
WhitTier Trust Company
Nevada
$2.38M 106,145 +106,145 New
AWM
24
AE Wealth Management
Kansas
$2.28M 101,421 -8,724 -8%
ARC
25
Advisor Resource Council
Texas
$2.15M 95,826 +16,970 +22%
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