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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
251
Carmichael Hill & Associates
Maryland
$118K +$118K +5,043 New
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$114K +$109K +4,641 +2,054%
GWM
253
Geneos Wealth Management
Colorado
$101K -$123K -5,223 -55%
WT
254
Whittier Trust
California
$91.3K -$13K -555 -12%
FFA
255
Founders Financial Alliance
North Carolina
$89.4K – – –
AFWM
256
Abich Financial Wealth Management
Virginia
$83.1K -$24.7K -1,051 -23%
ACA
257
Aptus Capital Advisors
Alabama
$82K -$9.67K -412 -11%
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$75K -$390K -16,615 -84%
CA
259
CoreCap Advisors
Michigan
$69.8K +$69.8K +2,976 New
PTC
260
Private Trust Company
Ohio
$68.9K – – –
HR
261
Howe & Rusling
New York
$60.1K +$211 +9 +0.4%
BWL
262
Bogart Wealth LLC
Virginia
$58.9K +$22K +936 +59%
TSWM
263
Tyler-Stone Wealth Management
Ohio
$55.8K +$55.8K +2,378 New
TF
264
Tompkins Financial
New York
$51.9K – – –
FG
265
Fairman Group
Pennsylvania
$50.4K +$50.4K +2,150 New
AF
266
Advisornet Financial
Minnesota
$48.1K +$34.4K +1,465 +250%
Bank Julius Baer & Co
267
Bank Julius Baer & Co
Switzerland
$46.9K +$46.9K +2,000 New
CA
268
Clearstead Advisors
Ohio
$36.2K +$3.08K +133 +9%
NP
269
NorthRock Partners
Minnesota
$29.2K +$26.2K +1,117 +873%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$29K +$29K +1,249 New
WT
271
Washington Trust
Rhode Island
$27.8K – – –
CIA
272
Cape Investment Advisory
Georgia
$25.3K -$9.57K -408 -27%
HGERS
273
Householder Group Estate & Retirement Specialist
Arizona
$23.3K -$31.8K -1,353 -58%
HWA
274
HHM Wealth Advisors
Tennessee
$20.6K – – –
HCP
275
Hexagon Capital Partners
Arkansas
$19.4K +$4.27K +182 +28%
9 10
11
12 13