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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$368K +$203K +8,435 +123%
FTUS
252
Flow Traders U.S.
New York
$365K +$365K +15,178 New
PFA
253
Peak Financial Advisors
Colorado
$363K +$20.9K +867 +6%
MW
254
Maia Wealth
Colorado
$362K +$362K +15,270 New
IA
255
IFP Advisors
Florida
$359K +$65.7K +2,733 +22%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$356K -$8.05K -337 -2%
UCFA
257
United Capital Financial Advisors
Texas
$354K -$9.67K -402 -3%
AFP
258
Ausdal Financial Partners
Iowa
$347K +$14.3K +593 +4%
BCI
259
Brinker Capital Investments
Pennsylvania
$344K -$32K -1,332 -9%
OPS
260
Orion Portfolio Solutions
Nebraska
$344K -$32K -1,332 -9%
SCA
261
Scott Capital Advisors
Oregon
$343K +$3.8K +158 +1%
KWM
262
KFG Wealth Management
Indiana
$337K +$54.1K +2,248 +19%
IW
263
Instrumental Wealth
Florida
$332K +$13.5K +567 +4%
BIA
264
Bell Investment Advisors
California
$327K -$1.5M -62,195 -82%
PA
265
PFG Advisors
Arizona
$327K +$327K +13,584 New
GA
266
Geller Advisors
New York
$320K – – –
KFI
267
Key Financial Inc
Pennsylvania
$311K – – –
Jane Street
268
Jane Street
New York
$307K +$307K +12,780 New
FAIM
269
Financial Advocates Investment Management
Washington
$306K -$8.49K -353 -3%
LG
270
LaFleur & Godfrey
Michigan
$301K +$36.5K +1,518 +14%
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$299K +$10.7K +445 +4%
GIA
272
Gladstone Institutional Advisory
Florida
$299K -$9.62K -400 -3%
LIA
273
Lynx Investment Advisory
District of Columbia
$297K +$47.4K +1,972 +19%
SIA
274
Strategic Investment Advisors
Michigan
$296K +$6.52K +271 +2%
HWAM
275
Hennion & Walsh Asset Management
New Jersey
$288K +$288K +11,995 New
9 10
11
12 13