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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWA
276
Redhawk Wealth Advisors
Minnesota
– – -181,444 Closed
SA
277
Shilanski & Associates
Alaska
– – -162,487 Closed
AI
278
Atria Investments
North Carolina
– – -141,362 Closed
OFS
279
OneAscent Financial Services
Alabama
– – -119,238 Closed
JFG
280
Jefferies Financial Group
New York
– – -99,800 Closed
Citadel Advisors
281
Citadel Advisors
Florida
– – -81,219 Closed
BWP
282
Balboa Wealth Partners
Arizona
– – -22,977 Closed
MPW
283
MA Private Wealth
California
– – -20,957 Closed
FTUS
284
Flow Traders U.S.
New York
– – -17,973 Closed
BAM
285
Belpointe Asset Management
Nevada
– – -17,878 Closed
BAM
286
BTS Asset Management
Massachusetts
– – -17,827 Closed
VCM
287
Virtue Capital Management
Tennessee
– – -15,392 Closed
LNC
288
Lincoln National Corp
Pennsylvania
– – -13,514 Closed
MA
289
Mutual Advisors
Nebraska
– – -12,444 Closed
TI
290
Trexquant Investment
Connecticut
– – -11,212 Closed
MFG
291
Merit Financial Group
Georgia
– – -11,077 Closed
NC
292
NovaPoint Capital
Georgia
– – -10,646 Closed
EWA
293
EP Wealth Advisors
California
– – -5,527 Closed
RIA
294
Realta Investment Advisors
Delaware
– – -1,004 Closed
HCM
295
Hollencrest Capital Management
California
– – -111 Closed
William Blair & Company
296
William Blair & Company
Illinois
– – -19 Closed
CFGS
297
Concourse Financial Group Securities
Alabama
– – – –
HFS
298
Hantz Financial Services
Michigan
– – – –
8 9 10 11
12