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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Collaborative Wealth Management
Florida
$450K -$22.2K -947 -5%
APW
277
Austin Private Wealth
Texas
$426K +$8.07K +344 +2%
EFG
278
Ehrlich Financial Group
California
$421K +$421K +17,927 New
Jane Street
279
Jane Street
New York
$419K +$119K +5,088 +40%
WA
280
WPG Advisers
Maryland
$417K +$417K +17,781 New
SWTS
281
Stonehaven Wealth & Tax Solutions
Wisconsin
$414K +$414K +17,651 New
GWSG
282
GPS Wealth Strategies Group
Colorado
$403K +$1.46K +62 +0.4%
GSEP
283
Golden State Equity Partners
California
$402K +$402K +17,120 +68,480%
NRI
284
NFP Retirement Inc
California
$397K +$24.9K +1,059 +7%
BAM
285
Belpointe Asset Management
Nevada
$393K +$6K +252 +2%
SL
286
SWMG LLC
Texas
$377K -$9.02K -380 -2%
TA
287
TFG Advisers
Michigan
$374K +$374K +15,933 New
ISFAN
288
Investor's Fiduciary Advisor Network
Washington
$368K +$368K +15,680 New
IW
289
Instrumental Wealth
Florida
$360K +$29.4K +1,239 +9%
PFA
290
Peak Financial Advisors
Colorado
$349K -$5.52K -235 -2%
AFP
291
Ausdal Financial Partners
Iowa
$349K +$9.74K +415 +3%
CAS
292
Coppell Advisory Solutions
Texas
$348K -$83.3K -3,548 -19%
UCFA
293
United Capital Financial Advisors
Texas
$348K +$2.16K +92 +0.6%
SCA
294
Scott Capital Advisors
Oregon
$342K +$7.8K +333 +2%
NC
295
Napatree Capital
Rhode Island
$342K +$88.5K +3,772 +35%
PFM
296
Phillips Financial Management
Indiana
$332K -$30.1K -1,282 -8%
SAW
297
Signal Advisors Wealth
Michigan
$321K +$321K +13,674 New
BRWA
298
B. Riley Wealth Advisors
Florida
$321K -$618K -26,317 -66%
GVCM
299
Global View Capital Management
Wisconsin
$318K +$318K +13,499 New
LG
300
LaFleur & Godfrey
Michigan
$316K +$22.1K +943 +8%
10 11
12
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