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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

129 hedge funds and large institutions have $305M invested in SPDR Portfolio High Yield Bond ETF in 2022 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
129
Holders Change
+14
Holders Change %
+12.17%
% of All Funds
2.23%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
30
Increased
48
Reduced
35
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.2M
2
SA
2
SAM Advisors
California
$14.3M
3
NC
3
NewSquare Capital
Pennsylvania
$10.5M
4
AWM
4
AE Wealth Management
Kansas
$9.91M
5
EFS
5
Econ Financial Services
Pennsylvania
$5.82M

Top Sellers

1
SL
1
Systelligence LLC
Minnesota
$11.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.35M
3
FHA
3
Flagship Harbor Advisors
Massachusetts
$2.07M
4
WT
4
Whittier Trust
California
$145K
5
ARC
5
Advisor Resource Council
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$45.7M 2,094,331 +174,144 +9%
CAI
2
Capital Advisors Inc
Oklahoma
$22.8M 1,046,538 -4,253 -0.4%
Bank of America
3
Bank of America
North Carolina
$18.4M 842,284 +6,167 +0.7%
KW
4
KWB Wealth
California
$15.5M 708,464 +8,297 +1%
Jane Street
5
Jane Street
New York
$15.2M 696,214 +696,214 New
SA
6
SAM Advisors
California
$14.3M 654,639 +654,639 New
KBFS
7
Kohmann Bosshard Financial Services
Ohio
$11.9M 545,887 +54,002 +11%
SL
8
Systelligence LLC
Minnesota
$11.8M 541,904 -546,328 -50%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.3M 515,992 +24,610 +5%
NC
10
NewSquare Capital
Pennsylvania
$10.5M 479,611 +479,611 New
AWM
11
AE Wealth Management
Kansas
$9.91M 453,999 +352,578 +348%
Morgan Stanley
12
Morgan Stanley
New York
$6.35M 290,805 -270,557 -48%
LFPWM
13
Leicht Financial Planning & Wealth Management
New Jersey
$6.3M 288,792 +676 +0.2%
PAG
14
Private Advisor Group
New Jersey
$5.89M 270,059 +16,881 +7%
EFS
15
Econ Financial Services
Pennsylvania
$5.82M 266,724 +266,724 New
PWA
16
Peterson Wealth Advisors
Utah
$5.53M 253,563 -20,276 -7%
AWS
17
Atria Wealth Solutions
New York
$5.45M 249,677 -4,314 -2%
FTUS
18
Flow Traders U.S.
New York
$5.09M 233,436 +144,618 +163%
PMG
19
ProVise Management Group
Florida
$4.91M 224,802 +24,191 +12%
Ameriprise
20
Ameriprise
Minnesota
$4.81M 220,291 +114,017 +107%
AA
21
Aire Advisors
California
$4.79M 219,639 +20,606 +10%
SFP
22
Strategic Financial Planning
Texas
$4.61M 211,292 +3,483 +2%
HIS
23
Horizon Investment Services
Indiana
$4.18M 191,369 -12,128 -6%
EH
24
Equitable Holdings
New York
$3.48M 159,306 +9,025 +6%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.33M 152,375 -3,813 -2%
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