State Street SPDR Portfolio High Yield Bond ETF
SPHY
157 hedge funds and large institutions have $368M invested in State Street SPDR Portfolio High Yield Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 63 increasing their positions, 31 reducing their positions, and 19 closing their positions.
158% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 19
103% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 31
22% more funds holding
Funds holding: 129 → 157 (+28)
21% more capital invested
Capital invested by funds: $305M → $368M (+$63.6M)
5.74% more ownership
Funds ownership: 40.48% → 46.22% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIP
DT Investment Partners
Chadds Ford,
Pennsylvania
|
+$20.7M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.11M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$5.86M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$15.2M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$5.09M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$4.09M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$4.01M |
| 5 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$1.99M |
SPHY Hedge Fund Activity: Q4 2022 in Review
157 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2022, worth a combined $368M — up 21% from $305M a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SPHY positions and 19 closed out — a net gain of 30 holders — while 63 added to existing stakes and 31 trimmed.
The largest buyer was DT Investment Partners, opening a new position worth an estimated $20.7M. The largest seller was Jane Street, exiting entirely with an estimated $15.2M sold.
- 157 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2022, up from 129 in Q3 2022.
- Funds reported $368M of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2022, up 21% quarter-over-quarter.
- 49 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2022 and 19 closed out, a net change of +30 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2022 was DT Investment Partners, an estimated $20.7M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2022 was Jane Street, an estimated $15.2M sold.
Based on aggregated 13F filings for Q4 2022.