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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

445 hedge funds and large institutions have $6.06B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 125 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
5.97%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
63
Increased
219
Reduced
125
Closed
60
Calls
$881K
Puts
–
Net Calls
+$881K
Net Calls Change
+$793K

Top Buyers

1
GC
Grimes & Company
Massachusetts
$167M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
3
Principal Financial Group
Principal Financial Group
Iowa
$51.1M
4
TC
Toews Corporation
New Jersey
$23.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$61.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.1M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$672M
3
Ameriprise
Ameriprise
Minnesota
$154M
4
Stifel Financial
Stifel Financial
Missouri
$7.68M
5
Comerica Bank
Comerica Bank
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
251
Advisors Asset Management
Colorado
$817K +$43.5K +1,827 +6%
NA
252
Note Advisors
New York
$815K +$163K +6,857 +25%
BCI
253
Brinker Capital Investments
Pennsylvania
$795K +$348K +14,609 +78%
EPW
254
Endeavor Private Wealth
Kansas
$791K -$1.08M -45,406 -58%
GSWA
255
Good Steward Wealth Advisors
Tennessee
$777K +$777K +32,667 New
Rockefeller Capital Management
256
Rockefeller Capital Management
New York
$771K +$771K +32,400 New
LGW
257
Leslie Global Wealth
Illinois
$770K +$159K +6,662 +26%
NG
258
Novem Group
New York
$732K +$732K +30,760 New
HighTower Advisors
259
HighTower Advisors
Illinois
$723K -$1.34M -56,359 -65%
AFAS
260
Acorn Financial Advisory Services
Virginia
$705K +$69.5K +2,919 +11%
IC
261
Inscription Capital
Texas
$701K -$48.4K -2,032 -6%
CIA
262
Compass Ion Advisors
Pennsylvania
$689K +$500 +21 +0.1%
TC
263
Trilogy Capital
California
$678K +$67.5K +2,835 +11%
MHFA
264
Mission Hills Financial Advisory
California
$649K +$649K +27,278 New
APC
265
Aspire Private Capital
North Carolina
$638K +$3.45K +145 +0.5%
GWCM
266
Godshalk Welsh Capital Management
Pennsylvania
$637K – – –
OC
267
Oppenheimer & Co
New York
$631K -$137K -5,774 -18%
EB
268
Exchange Bank
California
$628K -$16.1K -677 -3%
CIA
269
Concurrent Investment Advisors
Florida
$625K +$382K +16,042 +157%
TA
270
TFG Advisers
Michigan
$594K +$73K +3,066 +14%
PWP
271
Parkwoods Wealth Partners
New York
$586K +$165K +6,943 +39%
RIA
272
Regal Investment Advisors
Michigan
$584K +$584K +24,531 New
HI
273
Harbour Investments
Wisconsin
$561K +$28.8K +1,210 +5%
GFA
274
Gallagher Fiduciary Advisors
Illinois
$559K -$41.7K -1,754 -7%
AI
275
Auour Investments
Massachusetts
$548K +$27.3K +1,145 +5%
9 10
11
12 13