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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$1.73M -$33.1K -1,404 -2%
IWM
227
IHT Wealth Management
Illinois
$1.72M -$59.6K -2,524 -3%
LWA
228
Lantern Wealth Advisors
New York
$1.67M +$50.4K +2,135 +3%
TWM
229
TRB Wealth Management
Texas
$1.65M +$1.67M +70,751 New
EWA
230
Exencial Wealth Advisors
Oklahoma
$1.62M +$64.1K +2,715 +4%
GC
231
Garde Capital
Washington
$1.56M
KCM
232
Kathmere Capital Management
Pennsylvania
$1.51M -$1.45M -61,531 -49%
JPG
233
Jordan Park Group
California
$1.48M -$249K -10,558 -14%
WIA
234
World Investment Advisors
California
$1.48M +$108K +4,569 +8%
SA
235
Sovran Advisors
California
$1.43M -$81.8K -3,465 -5%
AAS
236
Ameritas Advisory Services
Nebraska
$1.39M +$99.6K +4,220 +8%
SFM
237
Signet Financial Management
New Jersey
$1.39M +$107K +4,520 +8%
SFS
238
Symphony Financial Services
Ohio
$1.35M +$44.2K +1,875 +3%
AWA
239
Arete Wealth Advisors
Illinois
$1.27M +$33.7K +1,428 +3%
CF
240
Centaurus Financial
California
$1.25M +$148K +6,254 +13%
CFD
241
Creative Financial Designs
Indiana
$1.22M +$5.19K +220 +0.4%
HFO
242
Heritage Family Offices
Arizona
$1.2M +$1.22M +51,639 New
HCA
243
Harbor Capital Advisors
Illinois
$1.2M +$997K +42,257 +451%
WS
244
Wedbush Securities
California
$1.2M +$1.18K +50 +0.1%
ATPW
245
Ashton Thomas Private Wealth
Arizona
$1.18M +$144K +6,117 +14%
ZIM
246
Zacks Investment Management
Illinois
$1.17M -$285K -12,098 -19%
GFG
247
Grantvest Financial Group
New Jersey
$1.16M -$69.4K -2,941 -6%
CWM
248
Capital Wealth Management
Rhode Island
$1.15M +$87.9K +3,725 +8%
SA
249
Stewardship Advisors
Pennsylvania
$1.14M +$115K +4,891 +11%
AllianceBernstein
250
AllianceBernstein
Tennessee
$1.12M +$63.3K +2,682 +6%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.