State Street SPDR Portfolio High Yield Bond ETF
SPHY
115 hedge funds and large institutions have $265M invested in State Street 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.
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
32% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 31
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more capital invested
Capital invested by funds: $249M → $265M (+$16.5M)
6% more funds holding
Funds holding: 108 → 115 (+7)
1.19% less ownership
Funds ownership: 39.79% → 38.6% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.8M |
| 2 |
KW
KWB Wealth
Redlands,
California
|
+$15.3M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$13.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.28M |
| 5 |
PWA
Peterson Wealth Advisors
Orem,
Utah
|
+$6.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$18.5M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$5.04M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$4.85M |
| 4 |
Morgan Stanley
New York
|
-$3.45M |
| 5 |
APW
Aurora Private Wealth
Rockaway,
New Jersey
|
-$2.44M |
SPHY Hedge Fund Activity: Q2 2022 in Review
115 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q2 2022, worth a combined $265M — up 6.6% from $249M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SPHY positions and 19 closed out — a net gain of 8 holders — while 41 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $16.8M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $18.5M.
- 115 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q2 2022, up from 108 in Q1 2022.
- Funds reported $265M of State Street SPDR Portfolio High Yield Bond ETF stock for Q2 2022, up 6.6% quarter-over-quarter.
- 27 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q2 2022 and 19 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q2 2022 was Bank of America, an estimated $16.8M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q2 2022 was Redhawk Wealth Advisors, an estimated $18.5M sold.
Based on aggregated 13F filings for Q2 2022.