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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
Stewardship Advisors
Pennsylvania
$823K +$191K +8,147 +30%
CFGS
227
Concourse Financial Group Securities
Alabama
$823K +$823K +34,649 New
HOWA
228
Heritage Oak Wealth Advisors
Florida
$812K +$812K +34,595 New
BCA
229
Bay Colony Advisors
Massachusetts
$808K +$31.5K +1,343 +4%
CA
230
Continuum Advisory
Idaho
$808K +$115K +4,884 +17%
AWA
231
Arkadios Wealth Advisors
Georgia
$803K +$122K +5,206 +18%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$763K +$59.4K +2,530 +8%
HPC
233
Hobart Private Capital
North Carolina
$754K +$754K +32,109 New
TC
234
Trilogy Capital
California
$739K -$103K -4,400 -12%
MWA
235
Midland Wealth Advisors
Illinois
$736K +$107K +4,546 +17%
PWA
236
Provenance Wealth Advisors
Florida
$696K – – –
AAM
237
Advisors Asset Management
Colorado
$695K +$98.2K +4,184 +16%
CIA
238
Compass Ion Advisors
Pennsylvania
$681K -$2.16K -92 -0.3%
HighTower Advisors
239
HighTower Advisors
Illinois
$671K -$46.9K -2,000 -7%
EB
240
Exchange Bank
California
$666K +$104K +4,420 +18%
APWM
241
Anchor Pointe Wealth Management
Missouri
$655K +$655K +27,897 New
VWA
242
Visionary Wealth Advisors
Illinois
$650K +$28.3K +1,205 +5%
WIM
243
WealthPlan Investment Management
Nebraska
$642K +$32.4K +1,382 +5%
LA
244
Lifeworks Advisors
Michigan
$629K -$154K -6,564 -20%
GWCM
245
Godshalk Welsh Capital Management
Pennsylvania
$627K +$92.1K +3,925 +17%
LGW
246
Leslie Global Wealth
Illinois
$627K -$621K -26,454 -50%
MIA
247
MainStreet Investment Advisors
Illinois
$610K +$610K +26,010 New
FTS
248
Fifth Third Securities
Ohio
$608K +$608K +25,917 New
WG
249
Wealth Group
North Carolina
$604K +$101K +4,319 +20%
AFAS
250
Acorn Financial Advisory Services
Virginia
$596K +$49K +2,089 +9%
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10
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