SPHY icon

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.

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 %
TWP
301
Triad Wealth Partners
Kansas
$9.25K +$9.25K +398 New
CPG
302
Cornerstone Planning Group
New Jersey
$8.6K +$8.6K +372 New
PFA
303
Pathway Financial Advisers
Indiana
$7.69K +$4.88K +210 +174%
GI
304
Gradient Investments
Minnesota
$7.43K +$5.95K +256 +400%
William Blair & Company
305
William Blair & Company
Illinois
$6.25K +$6.25K +269 New
MCM
306
MidAtlantic Capital Management
Virginia
$6.13K – – –
ME
307
McIlrath & Eck
Washington
$4.61K +$93 +4 +2%
AWM
308
Angeles Wealth Management
California
$4.04K – – –
Fidelity Investments
309
Fidelity Investments
Massachusetts
$3.68K +$3.68K +159 New
SWM
310
Sanctuary Wealth Management
Idaho
$2.97K +$2.97K +128 New
FCAS
311
First Command Advisory Services
Texas
$2.56K +$1.36K +126 +115%
PFBT
312
Parkside Financial Bank & Trust
Missouri
$2.23K -$10.5K -453 -83%
AAP
313
Arax Advisory Partners
Colorado
$2.05K – – –
TRCT
314
Tower Research Capital (TRC)
New York
$1.6K – – –
AF
315
Allworth Financial
California
$1.24K – – –
IRAG
316
Investment Research & Advisory Group
Georgia
$1.05K – – –
T
317
Tidemark
California
$627 – – –
SAM
318
Smartleaf Asset Management
Massachusetts
$581 +$139 +6 +32%
APCM
319
Alaska Permanent Capital Management
Alaska
$279 +$279 +12 New
SC
320
SouthState Corp
Florida
$232 +$232 +10 New
UBS AM
321
UBS AM
Illinois
– -$7.18M -306,000 Closed
CG
322
Cynosure Group
Utah
– -$2.81M -119,736 Closed
BCM
323
BlueCrest Capital Management
Jersey
– -$1.66M -70,966 Closed
CGF
324
Constant Guidance Financial
Massachusetts
– -$1.56M -67,526 Closed
HWAM
325
Hennion & Walsh Asset Management
New Jersey
– -$1.41M -60,001 Closed
10 11 12
13
14