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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$973M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
OPAM
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
226
Fermata Advisors
California
$1.04M +$81.6K +3,485 +9%
Barclays
227
Barclays
United Kingdom
$1.01M – – –
Qube Research & Technologies (QRT)
228
Qube Research & Technologies (QRT)
United Kingdom
$1,000K +$8.85K +378 +0.9%
SA
229
Stewardship Advisors
Pennsylvania
$949K +$128K +5,456 +16%
SOS
230
Silver Oak Securities
Tennessee
$931K +$931K +39,757 New
BFA
231
Brown Financial Advisory
Alabama
$924K +$18.2K +779 +2%
CFA
232
Cahill Financial Advisors
Minnesota
$882K -$133K -5,683 -13%
TI
233
TrueMark Investments
Illinois
$876K +$876K +37,405 New
SPF
234
South Plains Financial
Texas
$868K +$6.88K +294 +0.8%
Creative Planning
235
Creative Planning
Kansas
$864K -$65.6K -2,799 -7%
PIWA
236
Prevail Innovative Wealth Advisors
Kansas
$848K +$294K +12,534 +53%
PAS
237
Park Avenue Securities
New York
$821K -$15.8K -675 -2%
SFM
238
Signet Financial Management
New Jersey
$816K +$816K +34,853 New
OPTFSNA
239
Old Point Trust & Financial Services N A
Virginia
$816K +$759K +32,422 +1,343%
Pathstone Holdings
240
Pathstone Holdings
New Jersey
$762K – – –
AAM
241
Advisors Asset Management
Colorado
$762K +$68K +2,902 +10%
OC
242
Oppenheimer & Co
New York
$756K +$283K +12,093 +60%
IC
243
Inscription Capital
Texas
$739K +$739K +31,485 New
WG
244
Wealth Group
North Carolina
$728K +$126K +5,357 +21%
AWA
245
Arete Wealth Advisors
Illinois
$727K -$247K -10,544 -25%
CCA
246
Catalyst Capital Advisors
New York
$703K -$703K -30,000 -50%
SCA
247
SMH Capital Advisors
Texas
$703K -$703K -30,000 -50%
PWA
248
Provenance Wealth Advisors
Florida
$694K – – –
PFG
249
Pacific Financial Group
Washington
$693K -$326K -13,913 -32%
GSEP
250
Golden State Equity Partners
California
$691K +$289K +12,359 +72%
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