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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
276
Pinnacle Bancorp
Nebraska
$288K +$59.4K +2,470 +26%
PFA
277
Petra Financial Advisors
Colorado
$284K +$7.89K +328 +3%
CAP
278
Columbia Advisory Partners
Washington
$281K +$281K +11,688 New
OIA
279
OneDigital Investment Advisors
Kansas
$275K +$625 +26 +0.2%
AWM
280
Ariadne Wealth Management
California
$273K -$5.85K -246 -2%
CFAM
281
Center For Asset Management
Florida
$268K +$48.5K +2,018 +22%
SFS
282
Symphony Financial Services
Ohio
$265K +$80K +4,750 +43%
MAS
283
Madden Advisory Services
Florida
$260K -$13K -541 -5%
NC
284
Napatree Capital
Rhode Island
$259K – – –
KFGK
285
Keystone Financial Group (Kentucky)
Kentucky
$254K +$254K +10,575 New
CFB
286
Cullen/Frost Bankers
Texas
$254K +$130K +5,393 +105%
HT
287
Headlands Technologies
Illinois
$248K +$248K +10,312 New
AWA
288
Acorn Wealth Advisors
Michigan
$247K +$247K +10,264 New
HKIMG
289
Hutchens & Kramer Investment Management Group
Indiana
$244K -$183K -7,672 -43%
WIA
290
World Investment Advisors
California
$242K +$242K +10,057 New
VT
291
Vise Technologies
New York
$240K -$78.6K -3,267 -25%
DCM
292
Dimension Capital Management
Florida
$236K – – –
MA
293
MONECO Advisors
Connecticut
$235K -$67.6K -2,809 -22%
FA
294
FSA Advisors
Michigan
$235K -$23.9K -994 -9%
BMMM
295
Boston Mountain Money Management
Arkansas
$235K – – –
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$232K – – –
NS
297
NBC Securities
Alabama
$232K +$17.2K +718 +8%
Calamos Advisors
298
Calamos Advisors
Illinois
$232K – – –
WCFA
299
Walkner Condon Financial Advisors
Wisconsin
$231K -$5.77K -240 -2%
CW
300
CreativeOne Wealth
Kansas
$231K +$231K +9,593 New
10 11
12
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