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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
276
Castleview Partners
Texas
$17.4K +$16.4K +699 +1,705%
Franklin Resources
277
Franklin Resources
California
$17.3K +$375 +16 +2%
AIC
278
Archer Investment Corporation
Indiana
$14.3K – – –
HT
279
Headlands Technologies
Illinois
$13.1K +$13.1K +557 New
PFBT
280
Parkside Financial Bank & Trust
Missouri
$12.9K +$47 +2 +0.4%
CTA
281
Colonial Trust Advisors
South Carolina
$12.1K +$12.1K +517 New
RFS
282
Richardson Financial Services
Massachusetts
$12.1K +$12.1K +517 New
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$11.7K +$11.7K +500 New
SA
284
SRH Advisors
Kansas
$10.6K +$10.6K +450 New
GWS
285
Glassman Wealth Services
Virginia
$10.4K +$5K +213 +92%
NFSG
286
Newbridge Financial Services Group
Florida
$9.86K +$117 +5 +1%
SMA
287
Sage Mountain Advisors
Georgia
$8.49K +$8.49K +362 New
MCM
288
MidAtlantic Capital Management
Virginia
$6.19K – – –
S
289
SignatureFD
Georgia
$5.16K +$5.16K +220 New
Jones Financial Companies
290
Jones Financial Companies
Missouri
$4.95K +$4.95K +211 New
ME
291
McIlrath & Eck
Washington
$4.56K +$47 +2 +1%
MAM
292
MMA Asset Management
Pennsylvania
$4.28K +$4.28K +182 New
AWM
293
Angeles Wealth Management
California
$4.08K – – –
BNP Paribas Financial Markets
294
BNP Paribas Financial Markets
France
$3.78K +$3.78K +161 New
SPIA
295
Steward Partners Investment Advisory
New York
$3.24K +$3.24K +138 New
PFA
296
Pathway Financial Advisers
Indiana
$2.84K +$2.84K +121 New
FCAS
297
First Command Advisory Services
Texas
$2.58K +$2.58K +110 New
FGAM
298
Financial Gravity Asset Management
Texas
$2.44K -$20.5K -868 -89%
AAP
299
Arax Advisory Partners
Colorado
$2.07K – – –
TRCT
300
Tower Research Capital (TRC)
New York
$1.62K – – –
10 11
12
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