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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$225K – – –
Calamos Advisors
252
Calamos Advisors
Illinois
$224K – – –
PB
253
Pinnacle Bancorp
Nebraska
$221K +$221K +9,520 New
CFAM
254
Center For Asset Management
Florida
$212K +$212K +9,123 New
BGA
255
Battery Global Advisors
Massachusetts
$211K – – –
NS
256
NBC Securities
Alabama
$207K +$7.35K +318 +4%
UWM
257
USAdvisors Wealth Management
Minnesota
$202K +$202K +8,736 New
P
258
&Partners
Tennessee
$200K +$200K +8,619 New
HI
259
Harbour Investments
Wisconsin
$185K +$43K +1,849 +30%
BEI
260
Benjamin Edwards Inc
Missouri
$182K +$13.7K +591 +8%
CIAS
261
Capital Investment Advisory Services
North Carolina
$181K +$29.2K +1,256 +19%
BFPW
262
BOK Financial Private Wealth
Colorado
$163K +$15.5K +667 +11%
SS
263
Sunbelt Securities
Texas
$161K +$1.67K +72 +1%
SWM
264
Spire Wealth Management
Virginia
$159K +$25K +1,075 +19%
WTC
265
WhitTier Trust Company
Nevada
$156K – – –
CHA
266
Carmichael Hill & Associates
Maryland
$151K +$33.5K +1,443 +29%
Jones Financial Companies
267
Jones Financial Companies
Missouri
$144K +$139K +5,983 +2,836%
WOSD
268
WFA of San Diego
California
$125K +$125K +5,393 New
TWC
269
TD Waterhouse Canada
Ontario, Canada
$124K – – –
EWA
270
EP Wealth Advisors
California
$121K +$121K +5,220 New
CFB
271
Cullen/Frost Bankers
Texas
$120K +$120K +5,157 New
QCG
272
Quadrant Capital Group
Ohio
$116K +$116K +5,000 New
ATPW
273
Ashton Thomas Private Wealth
Arizona
$111K +$111K +4,768 New
GWM
274
Geneos Wealth Management
Colorado
$92K -$8.11K -349 -8%
WT
275
Whittier Trust
California
$90.4K – – –
9 10
11
12 13