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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
226
Consolidated Portfolio Review Corp
New York
$300K +$8.08K +348 +3%
GIA
227
Gladstone Institutional Advisory
Florida
$298K +$5.04K +217 +2%
MA
228
MONECO Advisors
Connecticut
$293K -$55.4K -2,386 -16%
IA
229
IFP Advisors
Florida
$284K +$50.8K +2,186 +22%
SIA
230
Strategic Investment Advisors
Michigan
$280K +$8.11K +349 +3%
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$275K +$5.97K +260 +2%
KWM
232
KFG Wealth Management
Indiana
$273K +$54.7K +2,354 +25%
AWM
233
Ariadne Wealth Management
California
$272K +$272K +11,702 New
PFA
234
Petra Financial Advisors
Colorado
$266K -$119K -5,119 -31%
OIA
235
OneDigital Investment Advisors
Kansas
$265K -$3.18K -137 -1%
MAS
236
Madden Advisory Services
Florida
$264K +$25.8K +1,110 +11%
LG
237
LaFleur & Godfrey
Michigan
$255K +$255K +10,988 New
JCIA
238
Jackson Creek Investment Advisors
Colorado
$252K -$265K -11,428 -51%
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$251K +$251K +10,800 New
NC
240
Napatree Capital
Rhode Island
$251K +$1.12K +48 +0.4%
FA
241
FSA Advisors
Michigan
$250K -$3.35K -144 -1%
FG
242
Fairman Group
Pennsylvania
$250K +$200K +8,600 +400%
SW
243
SVB Wealth
Massachusetts
$247K -$262K -11,272 -51%
SCM
244
Saxony Capital Management
Missouri
$244K +$244K +10,483 New
LIA
245
Lynx Investment Advisory
District of Columbia
$241K +$241K +10,362 New
Northern Trust
246
Northern Trust
Illinois
$239K +$239K +10,305 New
D
247
Dentgroup
Louisiana
$236K +$236K +10,159 New
WCFA
248
Walkner Condon Financial Advisors
Wisconsin
$229K +$7.02K +302 +3%
DCM
249
Dimension Capital Management
Florida
$228K – – –
BMMM
250
Boston Mountain Money Management
Arkansas
$227K +$2.9K +125 +1%
8 9
10
11 12