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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 %
GI
301
Gradient Investments
Minnesota
$1.5K +$1.5K +64 New
AF
302
Allworth Financial
California
$1.24K – – –
IGWM
303
ICA Group Wealth Management
Colorado
$1.17K – – –
IRAG
304
Investment Research & Advisory Group
Georgia
$1.06K – – –
GWSA
305
Global Wealth Strategies & Associates
Colorado
$657 +$657 +28 New
T
306
Tidemark
California
$633 -$10.2K -435 -94%
SAM
307
Smartleaf Asset Management
Massachusetts
$446 +$446 +19 New
CAI
308
Capital Advisors Inc
Oklahoma
– -$11.5M -493,056 Closed
Hotchkis & Wiley Capital Management
309
Hotchkis & Wiley Capital Management
California
– -$9.35M -400,000 Closed
VAS
310
Vestmark Advisory Solutions
Massachusetts
– -$9.11M -389,682 Closed
Jane Street
311
Jane Street
New York
– -$1.17M -50,000 Closed
MWM
312
Meridian Wealth Management
Kentucky
– -$848K -36,285 Closed
UWM
313
USAdvisors Wealth Management
Minnesota
– -$671K -29,964 Closed
ATPW
314
Ashton Thomas Private Wealth
Arizona
– -$596K -25,504 Closed
WWG
315
West Wealth Group
California
– -$577K -24,671 Closed
SW
316
SMART Wealth
Nebraska
– -$563K -24,076 Closed
OMC
317
Old Mission Capital
Illinois
– -$355K -15,204 Closed
PIA
318
Perennial Investment Advisors
California
– -$263K -11,252 Closed
AWM
319
Accurate Wealth Management
Florida
– -$234K -10,004 Closed
MAWAG
320
Mid-American Wealth Advisory Group
Missouri
– -$225K -9,605 Closed
KFG
321
Kingdom Financial Group
Arizona
– -$221K -9,468 Closed
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
– -$216K -9,233 Closed
MFIM
323
Mesirow Financial Investment Management
Illinois
– -$206K -8,798 Closed
ICG
324
InterOcean Capital Group
Tennessee
– -$204K -8,730 Closed
CCFM
325
Clear Creek Financial Management
Washington
– -$203K -8,670 Closed
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13
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