SPHY icon

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 %
PWM
301
Prosperity Wealth Management
California
$226K +$226K +9,401 New
GS
302
GTS Securities
New York
$221K +$221K +9,186 New
BGA
303
Battery Global Advisors
Massachusetts
$219K – – –
CIAS
304
Capital Investment Advisory Services
North Carolina
$217K +$29.6K +1,229 +16%
IWS
305
Integrity Wealth Solutions
Colorado
$211K +$211K +8,753 New
NAMNJ
306
NorthStar Asset Management (New Jersey)
New Jersey
$204K +$204K +8,465 New
EWA
307
EP Wealth Advisors
California
$176K +$50.8K +2,112 +40%
SS
308
Sunbelt Securities
Texas
$169K +$1.78K +74 +1%
CHA
309
Carmichael Hill & Associates
Maryland
$165K +$8.71K +362 +6%
WTC
310
WhitTier Trust Company
Nevada
$162K – – –
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$155K +$134K +5,570 +626%
WOSD
312
WFA of San Diego
California
$130K – – –
AWA
313
Authentikos Wealth Advisory
California
$127K +$127K +5,274 New
BFPW
314
BOK Financial Private Wealth
Colorado
$121K -$47.4K -1,971 -28%
QCG
315
Quadrant Capital Group
Ohio
$120K – – –
PTC
316
Private Trust Company
Ohio
$114K +$43.7K +1,817 +62%
AA
317
Ancora Advisors
Ohio
$104K +$104K +4,306 New
WT
318
Whittier Trust
California
$93.6K – – –
FFA
319
Founders Financial Alliance
North Carolina
$91.5K -$96 -4 -0.1%
CA
320
CoreCap Advisors
Michigan
$71.8K +$337 +14 +0.5%
HR
321
Howe & Rusling
New York
$62.2K +$313 +13 +0.5%
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$62K +$17K +710 +38%
BWL
323
Bogart Wealth LLC
Virginia
$61.7K +$697 +29 +1%
AF
324
Advisornet Financial
Minnesota
$58.9K +$9.57K +398 +19%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$55.1K +$25.1K +1,042 +83%
11 12
13
14 15