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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$973M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
OPAM
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
251
Savant Capital
Illinois
$679K +$679K +29,006 New
CIA
252
Compass Ion Advisors
Pennsylvania
$678K -$1.59K -68 -0.2%
MW
253
Maia Wealth
Colorado
$664K +$97.2K +4,263 +17%
NA
254
Note Advisors
New York
$642K +$642K +27,402 New
MIA
255
MainStreet Investment Advisors
Illinois
$635K +$26K +1,110 +4%
EB
256
Exchange Bank
California
$633K -$31.2K -1,334 -5%
GWCM
257
Godshalk Welsh Capital Management
Pennsylvania
$626K +$586 +25 +0.1%
VWA
258
Visionary Wealth Advisors
Illinois
$626K -$22.6K -966 -3%
AFAS
259
Acorn Financial Advisory Services
Virginia
$625K +$31K +1,323 +5%
APC
260
Aspire Private Capital
North Carolina
$624K -$238K -10,152 -28%
FTS
261
Fifth Third Securities
Ohio
$621K +$14.2K +606 +2%
EFG
262
Ehrlich Financial Group
California
$612K +$192K +8,216 +46%
LGW
263
Leslie Global Wealth
Illinois
$601K -$23.9K -1,020 -4%
TC
264
Trilogy Capital
California
$601K -$136K -5,813 -18%
WIM
265
WealthPlan Investment Management
Nebraska
$595K -$45.2K -1,931 -7%
MWP
266
Moller Wealth Partners
$593K +$593K +25,326 New
GFA
267
Gallagher Fiduciary Advisors
Illinois
$591K +$9.72K +415 +2%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$588K +$16K +685 +3%
SIS
269
Sound Income Strategies
Florida
$585K +$585K +24,996 New
GM
270
GeoWealth Management
Illinois
$543K +$543K +23,204 New
LSA
271
Lion Street Advisors
Texas
$539K – – –
PA
272
PFG Advisors
Arizona
$525K +$525K +22,397 New
HI
273
Harbour Investments
Wisconsin
$524K +$26.9K +1,148 +5%
YIM
274
Yoffe Investment Management
Pennsylvania
$517K +$2.88K +123 +0.6%
TA
275
TFG Advisers
Michigan
$512K +$139K +5,947 +37%
9 10
11
12 13