Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / PORTFLI HIGH YLD
-
Number of holders
-
95
-
Total 13F shares, excl. options
-
7,765,191
-
Shares change
-
+116,237
-
Total reported value, excl. options
-
$206,535,461
-
Value change
-
+$3,012,378
-
Number of buys
-
56
-
Number of sells
-
-28
-
Price
-
$26.57
Significant Holders of SPDR SERIES TRUST - PORTFLI HIGH YLD (SPHY) as of Q4 2021
106 filings reported holding SPHY - SPDR SERIES TRUST - PORTFLI HIGH YLD as of Q4 2021.
SPDR SERIES TRUST - PORTFLI HIGH YLD (SPHY) has 95 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,765,191 shares
.
Largest 10 shareholders include LPL Financial LLC (1,626,403 shares), MORGAN STANLEY (509,290 shares), CAPITAL ADVISORS INC/OK (482,202 shares), Systelligence, LLC (451,407 shares), Janney Montgomery Scott LLC (444,338 shares), Kohmann Bosshard Financial Services, LLC (430,189 shares), Redhawk Wealth Advisors, Inc. (305,283 shares), Mariner, LLC (287,781 shares), Horizon Investment Services, LLC (243,085 shares), and ENVESTNET ASSET MANAGEMENT INC (208,450 shares).
This table shows the top 95 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.