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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
251
Onyx Bridge Wealth Group
New York
$1.12M -$828K -35,077 -42%
NA
252
Note Advisors
New York
$1.12M +$82.9K +3,513 +8%
IFG
253
Independent Financial Group
California
$1.1M -$2.36M -100,151 -68%
RW
254
Rede Wealth
Virginia
$1.06M -$310K -13,118 -22%
HI
255
Harbour Investments
Wisconsin
$1.06M +$251K +10,630 +31%
WT
256
Whittier Trust
California
$1.03M +$128K +5,426 +14%
RFN
257
Redwood Financial Network
Ohio
$1.03M -$10K -425 -1%
FA
258
Fermata Advisors
California
$1.01M -$3.87K -164 -0.4%
Qube Research & Technologies (QRT)
259
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$1.02M +43,160 New
AFAS
260
Acorn Financial Advisory Services
Virginia
$1M +$152K +6,436 +18%
BFA
261
Brown Financial Advisory
Alabama
$999K -$3.21K -136 -0.3%
NFG
262
Nations Financial Group
Iowa
$994K +$167K +7,084 +20%
SOS
263
Silver Oak Securities
Tennessee
$975K -$276K -11,682 -22%
AIP
264
Ameritas Investment Partners
Nebraska
$974K +$985K +41,755 New
CWRP
265
Cassady Wealth & Retirement Planning
Nevada
$973K -$24.6K -1,041 -2%
CIM
266
Capital Investment Management
Missouri
$964K +$122K +5,185 +14%
PAS
267
Park Avenue Securities
New York
$942K -$35.8K -1,515 -4%
KWA
268
Kingswood Wealth Advisors
California
$924K +$66.2K +2,807 +8%
PAA
269
Peregrine Asset Advisers
Oregon
$922K +$286K +12,108 +44%
AFA
270
Amicus Financial Advisors
Texas
$911K +$224K +9,502 +32%
EB
271
Exchange Bank
California
$889K +$16.5K +700 +2%
RWM
272
Revisor Wealth Management
Ohio
$875K +$133K +5,640 +18%
NG
273
Novem Group
New York
$865K +$88.9K +3,768 +11%
WCM
274
Winebrenner Capital Management
Kentucky
$861K +$39.8K +1,686 +5%
AAM
275
Advisors Asset Management
Colorado
$847K +$35.2K +1,493 +4%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.