State Street SPDR Portfolio High Yield Bond ETF
SPHY
129 hedge funds and large institutions have $305M invested in State Street 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.
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
37% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 35
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
15% more capital invested
Capital invested by funds: $265M → $305M (+$39.5M)
12% more funds holding
Funds holding: 115 → 129 (+14)
1.88% more ownership
Funds ownership: 38.6% → 40.48% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$16M |
| 2 |
SA
SAM Advisors
Oakhurst,
California
|
+$15.1M |
| 3 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$11M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.11M |
| 5 |
EFS
Econ Financial Services
Harrisburg,
Pennsylvania
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$12.6M |
| 2 |
Morgan Stanley
New York
|
-$6.23M |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$6M |
| 4 |
WT
Whittier Trust
South Pasadena,
California
|
-$5.75M |
| 5 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
-$2.19M |
SPHY Hedge Fund Activity: Q3 2022 in Review
129 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q3 2022, worth a combined $305M — up 15% from $265M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SPHY positions and 15 closed out — a net gain of 15 holders — while 48 added to existing stakes and 35 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $16M. The largest seller was Systelligence LLC, cutting an estimated $12.6M.
- 129 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q3 2022, up from 115 in Q2 2022.
- Funds reported $305M of State Street SPDR Portfolio High Yield Bond ETF stock for Q3 2022, up 15% quarter-over-quarter.
- 30 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q3 2022 and 15 closed out, a net change of +15 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q3 2022 was Jane Street, an estimated $16M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q3 2022 was Systelligence LLC, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2022.