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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
276
Abich Financial Wealth Management
Virginia
$89.1K +$6.83K +294 +8%
FFA
277
Founders Financial Alliance
North Carolina
$88.5K – – –
CA
278
CoreCap Advisors
Michigan
$69K -$116 -5 -0.2%
PTC
279
Private Trust Company
Ohio
$68.3K – – –
HR
280
Howe & Rusling
New York
$59.8K +$279 +12 +0.5%
BWL
281
Bogart Wealth LLC
Virginia
$59K +$650 +28 +1%
TSWM
282
Tyler-Stone Wealth Management
Ohio
$55.2K – – –
TF
283
Tompkins Financial
New York
$51.4K – – –
ACA
284
Aptus Capital Advisors
Alabama
$51.2K -$30K -1,290 -37%
AF
285
Advisornet Financial
Minnesota
$47.7K – – –
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$46.5K -$5.25K -203 -10%
HGERS
287
Householder Group Estate & Retirement Specialist
Arizona
$43K +$20.3K +885 +89%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$29K – – –
NP
289
NorthRock Partners
Minnesota
$28.9K +$23 +1 +0.1%
GLR
290
Great Lakes Retirement
Ohio
$28.2K +$28.2K +1,212 New
WT
291
Washington Trust
Rhode Island
$27.5K – – –
CP
292
Castleview Partners
Texas
$27.5K +$10.3K +444 +60%
Franklin Resources
293
Franklin Resources
California
$26.3K +$9.18K +395 +53%
CIA
294
Cape Investment Advisory
Georgia
$25.4K +$348 +15 +1%
HCM
295
Hollencrest Capital Management
California
$24.5K +$24.5K +1,054 New
HCP
296
Hexagon Capital Partners
Arkansas
$22.8K +$3.58K +154 +19%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$20.7K +$9.06K +390 +78%
AIC
298
Archer Investment Corporation
Indiana
$14.1K – – –
RFS
299
Richardson Financial Services
Massachusetts
$12.6K +$558 +24 +5%
NFSG
300
Newbridge Financial Services Group
Florida
$9.96K +$209 +9 +2%
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