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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
226
MGO One Seven
Ohio
$241K +$241K +10,267 New
MAS
227
Madden Advisory Services
Florida
$241K +$211 +9 +0.1%
IA
228
IFP Advisors
Florida
$235K +$133K +5,661 +130%
HF
229
HRT Financial
New York
$231K -$292K -12,465 -56%
DCM
230
Dimension Capital Management
Florida
$231K – – –
Bank of Montreal
231
Bank of Montreal
Ontario, Canada
$227K +$227K +9,655 New
Calamos Advisors
232
Calamos Advisors
Illinois
$226K +$226K +9,644 New
BMMM
233
Boston Mountain Money Management
Arkansas
$226K +$226K +9,628 New
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$224K +$4.11K +175 +2%
KWM
235
KFG Wealth Management
Indiana
$221K +$221K +9,413 New
KFGK
236
Keystone Financial Group (Kentucky)
Kentucky
$215K +$215K +9,175 New
IWC
237
Integrated Wealth Concepts
Massachusetts
$214K +$214K +9,106 New
BGA
238
Battery Global Advisors
Massachusetts
$213K +$213K +9,100 New
NS
239
NBC Securities
Alabama
$212K +$2.36K +96 +1%
CASC
240
Coppell Advisory Solutions Corp
Texas
$204K +$204K +8,687 New
BEI
241
Benjamin Edwards Inc
Missouri
$170K -$9.51K -406 -5%
SS
242
Sunbelt Securities
Texas
$161K +$161K +6,868 New
WTC
243
WhitTier Trust Company
Nevada
$158K – – –
CIAS
244
Capital Investment Advisory Services
North Carolina
$153K +$1.99K +85 +1%
BFPW
245
BOK Financial Private Wealth
Colorado
$149K +$56.1K +2,390 +60%
HI
246
Harbour Investments
Wisconsin
$143K +$43.9K +1,872 +44%
RG
247
Retirement Group
California
$140K – – –
SWM
248
Spire Wealth Management
Virginia
$136K +$93.4K +3,980 +221%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$125K +$8.39K +362 +7%
JPMorgan Chase & Co
250
JPMorgan Chase & Co
New York
$121K +$117K +5,003 +3,088%
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