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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

178 hedge funds and large institutions have $562M invested in SPDR Portfolio High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
33
Increased
70
Reduced
49
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPWG
1
Syntegra Private Wealth Group
Missouri
$16.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16.3M
3
SMM
3
Stadion Money Management
Georgia
$10M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.87M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$22.2M
2
Jane Street
2
Jane Street
New York
$4.17M
3
KW
3
KWB Wealth
California
$0
4
Bank of America
4
Bank of America
North Carolina
$5.91M
5
HP
5
Hilltop Partners
Indiana
$982K
Name Market Value Shares Shares
Change 		Shares
Change %
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$153M 6,696,428 – –
LPL Financial
2
LPL Financial
California
$56.3M 2,466,460 -275,723 -10%
DIP
3
DT Investment Partners
Pennsylvania
$24.3M 1,069,632 +37,177 +4%
CAI
4
Capital Advisors Inc
Oklahoma
$24.1M 1,054,346 -2,463 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$22.2M 972,853 -2,269,769 -70%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$16.3M 713,243 +415,221 +139%
SPWG
7
Syntegra Private Wealth Group
Missouri
$16.1M 706,583 +706,583 New
KBFS
8
Kohmann Bosshard Financial Services
Ohio
$14.6M 638,454 +76,603 +14%
SA
9
SAM Advisors
California
$12.3M 539,473 -106,868 -17%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$12.1M 527,633 +12,591 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.1M 487,554 +90,329 +23%
Morgan Stanley
12
Morgan Stanley
New York
$10.3M 449,743 +218,065 +94%
SMM
13
Stadion Money Management
Georgia
$10M 439,414 +332,341 +310%
NC
14
NewSquare Capital
Pennsylvania
$9.76M 427,535 -7,860 -2%
AA
15
Aire Advisors
California
$6.1M 267,083 +4,403 +2%
Bank of America
16
Bank of America
North Carolina
$5.91M 258,612 -686,801 -73%
PMG
17
ProVise Management Group
Florida
$5.25M 229,883 +3,797 +2%
AWM
18
AE Wealth Management
Kansas
$5.21M 228,021 -49,156 -18%
SFP
19
Strategic Financial Planning
Texas
$4.88M 213,865 +1,279 +0.6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.87M 213,145 +213,145 New
Jane Street
21
Jane Street
New York
$4.17M 182,684 -792,001 -81%
B
22
Bensler
Washington
$3.81M 166,746 +60,373 +57%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.61M 158,150 +78,207 +98%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.56M 155,755 +23,246 +18%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$3.41M 149,309 +8,791 +6%
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