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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
226
Consolidated Portfolio Review Corp
New York
$509K +$198K +8,250 +64%
WAM
227
Worth Asset Management
Texas
$505K +$505K +21,006 New
OC
228
Oppenheimer & Co
New York
$496K +$496K +20,606 New
CWM
229
Collaborative Wealth Management
Florida
$484K -$24.7K -1,029 -5%
Betterment LLC
230
Betterment LLC
New York
$482K +$17.7K +735 +4%
Victory Capital Management
231
Victory Capital Management
Texas
$481K – – –
FPWM
232
FSB Premier Wealth Management
Iowa
$467K -$6.06K -252 -1%
SCM
233
Saxony Capital Management
Missouri
$465K +$213K +8,866 +85%
FG
234
Fairman Group
Pennsylvania
$463K +$204K +8,485 +79%
Qube Research & Technologies (QRT)
235
Qube Research & Technologies (QRT)
United Kingdom
$455K +$455K +18,923 New
CAS
236
Coppell Advisory Solutions
Texas
$442K -$3.44K -143 -0.8%
HI
237
Harbour Investments
Wisconsin
$428K +$237K +9,845 +124%
APW
238
Austin Private Wealth
Texas
$428K -$35.8K -1,487 -8%
AI
239
Auour Investments
Massachusetts
$423K +$423K +17,770 New
GWSG
240
GPS Wealth Strategies Group
Colorado
$411K -$23.4K -971 -5%
MPW
241
MGO Private Wealth
California
$408K -$5.36K -223 -1%
VI
242
VanderPol Investments
Michigan
$398K +$24.8K +1,032 +7%
PIWA
243
Prevail Innovative Wealth Advisors
Kansas
$397K +$397K +16,492 New
BAM
244
Belpointe Asset Management
Nevada
$392K +$392K +16,280 New
SB
245
Strategic Blueprint
Georgia
$391K -$19.3K -803 -5%
SL
246
SWMG LLC
Texas
$387K +$387K +16,275 New
NRI
247
NFP Retirement Inc
California
$381K -$58.9K -2,447 -13%
CCFM
248
Clear Creek Financial Management
Washington
$378K +$378K +15,730 New
AWA
249
Arete Wealth Advisors
Illinois
$377K -$956K -39,761 -72%
PFM
250
Phillips Financial Management
Indiana
$371K +$30.8K +1,282 +9%
8 9
10
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