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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
251
Maia Wealth
Colorado
$592K +$228K +9,577 +63%
LSIA
252
LaSalle St. Investment Advisors
Illinois
$587K – – –
GFA
253
Gallagher Fiduciary Advisors
Illinois
$583K +$583K +24,819 New
MPWT
254
MassMutual Private Wealth & Trust
Connecticut
$573K +$421K +17,945 +278%
CCC
255
Compass Capital Corp
Massachusetts
$567K +$567K +24,167 New
PIWA
256
Prevail Innovative Wealth Advisors
Kansas
$555K +$168K +7,176 +44%
LSA
257
Lion Street Advisors
Texas
$540K +$540K +23,000 New
VFPW
258
Vantage Financial Partners (Wisconsin)
Wisconsin
$530K -$106K -4,515 -17%
Betterment LLC
259
Betterment LLC
New York
$524K +$54.3K +2,314 +12%
YIM
260
Yoffe Investment Management
Pennsylvania
$515K +$515K +21,941 New
FG
261
Fairman Group
Pennsylvania
$501K +$49.3K +2,100 +11%
HI
262
Harbour Investments
Wisconsin
$498K +$80.1K +3,415 +19%
CPRC
263
Consolidated Portfolio Review Corp
New York
$497K – – –
AI
264
Auour Investments
Massachusetts
$492K +$69.1K +2,905 +16%
WWM
265
Western Wealth Management
Colorado
$486K -$23.6K -1,005 -5%
AC
266
Apella Capital
Connecticut
$481K +$481K +20,479 New
Millennium Management
267
Millennium Management
New York
$480K -$244K -10,409 -34%
OC
268
Oppenheimer & Co
New York
$474K -$9.95K -424 -2%
OPS
269
Orion Portfolio Solutions
Nebraska
$464K +$127K +5,426 +38%
BCI
270
Brinker Capital Investments
Pennsylvania
$464K +$127K +5,426 +38%
SWM
271
Spire Wealth Management
Virginia
$460K +$101K +4,315 +28%
SFO
272
Stokes Family Office
Louisiana
$459K +$459K +19,572 New
PWM
273
Prosperity Wealth Management
California
$458K +$237K +10,107 +108%
Calamos Advisors
274
Calamos Advisors
Illinois
$453K +$226K +9,644 +100%
FPWM
275
FSB Premier Wealth Management
Iowa
$452K -$4.2K -179 -0.9%
9 10
11
12 13