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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 %
EP
301
Essential Planning
New Hampshire
$314K +$314K +13,240 New
BIA
302
Bell Investment Advisors
California
$313K -$6.34K -270 -2%
GA
303
Geller Advisors
New York
$312K – – –
KFI
304
Key Financial Inc
Pennsylvania
$311K +$7.28K +310 +2%
IA
305
IFP Advisors
Florida
$308K -$42.7K -1,821 -12%
Mercer Global Advisors
306
Mercer Global Advisors
Colorado
$304K -$45.8K -1,952 -13%
CAP
307
Columbia Advisory Partners
Washington
$302K +$27.9K +1,190 +10%
FAIM
308
Financial Advocates Investment Management
Washington
$302K +$3.15K +134 +1%
LIA
309
Lynx Investment Advisory
District of Columbia
$301K +$11.2K +476 +4%
SIA
310
Strategic Investment Advisors
Michigan
$295K +$6.2K +264 +2%
CW
311
CreativeOne Wealth
Kansas
$294K +$68.9K +2,937 +31%
AWM
312
Ariadne Wealth Management
California
$293K +$21.5K +907 +8%
SW
313
SVB Wealth
Massachusetts
$292K +$292K +12,450 New
CAC
314
Certified Advisory Corp
Florida
$292K +$292K +12,424 New
HWAM
315
Hennion & Walsh Asset Management
New Jersey
$291K +$9.74K +415 +3%
PFA
316
Petra Financial Advisors
Colorado
$286K +$9.08K +387 +3%
KWM
317
KFG Wealth Management
Indiana
$284K -$44.9K -1,915 -14%
DZ Bank
318
DZ Bank
Germany
$283K +$278K +11,838 +5,285%
PB
319
Pinnacle Bancorp
Nebraska
$281K – – –
GIA
320
Gladstone Institutional Advisory
Florida
$273K -$18.6K -792 -6%
PFA
321
Portland Financial Advisors
New York
$264K +$264K +11,234 New
RCA
322
Runnymede Capital Advisors
Ohio
$259K +$259K +11,053 New
SFS
323
Symphony Financial Services
Ohio
$258K -$111K -4,750 -30%
MAS
324
Madden Advisory Services
Florida
$255K +$1.24K +53 +0.5%
KPWS
325
Kestra Private Wealth Services
Texas
$255K +$255K +10,872 New
11 12
13
14 15