SPDR Portfolio High Yield Bond ETFSPHY
SPHY
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
196% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 26
124% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 80
17% more funds holding in top 10
Funds holding in top 10: 18 [Q2] → 21 (+3) [Q3]
16% more funds holding
Funds holding: 313 [Q2] → 364 (+51) [Q3]
11% more capital invested
Capital invested by funds: $3.13B [Q2] → $3.49B (+$359M) [Q3]
5.59% less ownership
Funds ownership: 67.65% [Q2] → 62.07% (-5.59%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SPHY.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
SPHY: A Neutral Risk/Reward Today
Interest rates have fallen recently, and despite initial inflation concerns post-election, disappointing economic data has led to softer Treasury rates. SPHY offers a 7.5% yield to maturity with a low expense ratio, but tight credit spreads signal confidence in low-quality issuers meeting obligations. SPHY's performance has been strong, with a bullish technical outlook and historical January gains, but I maintain a hold rating due to compressed yields.
Positive
Seeking Alpha
1 month ago
Undercovered ETFs: Nuclear, Uranium, China, India +
The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and market trends. Global X Uranium ETF is seen as well-placed for a uranium bull market, driven by increasing demand for nuclear energy from major tech companies. iShares MSCI India ETF offers exposure to India's fast-growing economy, presenting perhaps a strong investment opportunity despite recent pullbacks due to shifts towards the Chinese market.
Neutral
The Motley Fool
1 month ago
Why I'm Loading Up on These 3 High-Dividend ETFs for Passive Income
These ETFs provide different types of income.
Positive
Seeking Alpha
2 months ago
How To Invest $100,000 For A High-Yield Monthly Dividend Portfolio
Monthly payers like DIA, JEPI, JEPQ, and SPHY provide consistent income, making them attractive for income-focused investors. DIA offers exposure to the Dow Jones Industrial Average, balancing growth and stability. JEPI and JEPQ generate premium income through options strategies, enhancing yield potential.
Positive
Seeking Alpha
2 months ago
SPHY: Simple, Strong High-Yield Bond ETF, 7.7% Yield
SPHY is a simple high-yield corporate bond ETF. SPHY offers a strong 7.7% yield, low 0.05% expense ratio, and consistent outperformance, making it a compelling high-yield corporate bond ETF. Despite above-average default rates, economic conditions and potential Fed cuts support the stability of non-investment grade bonds.
Positive
The Motley Fool
3 months ago
3 High-Yielding ETFs I Can't Wait to Buy for Passive Income This September
JPMorgan Equity Premium Income ETF offers income and upside potential. iShares 0-3 Month Treasury Bond ETF is a great way to generate incremental passive income from idle cash.
Negative
Seeking Alpha
4 months ago
SPHY: Keep It On A Watch List
Junk bonds offer high yield but come with default risk, which may be mispriced in the current economic cycle. SPDR® Portfolio High Yield Bond ETF provides exposure to diversified high-yield bonds with a low expense ratio. The SPHY fund holds investment-grade corporate bonds with diverse maturities and yields, with a sector composition focused on Consumer Cyclicals, Communications, and Energy.
Positive
ETF Trends
4 months ago
High Yield Bond ETFs Have New Asset Leader
The U.S. high yield bond ETF category has a new asset leader. The iShares Broad USD High Yield Corporate Bond ETF (USHY) is now the largest high yield bond ETF in the market, with assets totaling $15.9 billion as of Aug.15.
Positive
The Motley Fool
4 months ago
3 High-Yield Dividend ETFs to Buy to Generate Passive Income
SPDR Portfolio S&P 500 High Dividend ETF provides passive income from 80 top high-yield dividend stocks. JPMorgan Equity Premium Income ETF supplies monthly income from options premiums.
Positive
CNBC Television
5 months ago
The rotation into small caps is becoming real, State Street's Anna Paglia
Anna Paglia, Executive Vice President and Chief Business Officer for State Street Global Advisors, joins CNBC's Bob Pisani on ‘ETF Edge' on the ‘Halftime Report' to discuss the rotation into small caps, the value trade and more.
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