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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$973M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
OPAM
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
IW
301
Instrumental Wealth
Florida
$368K +$14.5K +622 +4%
ISFAN
302
Investor's Fiduciary Advisor Network
Washington
$367K – – –
WA
303
WBH Advisory
Maryland
$360K +$123K +5,231 +52%
PFA
304
Peak Financial Advisors
Colorado
$358K +$9.53K +407 +3%
WIA
305
World Investment Advisors
California
$355K +$145K +6,174 +69%
BIA
306
Bell Investment Advisors
California
$350K +$37.7K +1,611 +12%
TSS
307
Two Sigma Securities
New York
$350K +$350K +14,942 New
BWP
308
BlueStem Wealth Partners
Minnesota
$350K -$12.2M -520,694 -97%
SCA
309
Scott Capital Advisors
Oregon
$346K +$3.44K +147 +1%
MWM
310
McNaughton Wealth Management
California
$342K -$2.85M -121,578 -89%
TAP
311
Tounjian Advisory Partners
Florida
$341K +$341K +14,576 New
NC
312
Napatree Capital
Rhode Island
$341K – – –
CAS
313
Coppell Advisory Solutions
Texas
$340K -$6.26K -268 -2%
PFM
314
Phillips Financial Management
Indiana
$336K +$4.92K +210 +1%
Corient Private Wealth
315
Corient Private Wealth
Florida
$329K +$329K +14,044 New
AFP
316
Ausdal Financial Partners
Iowa
$323K -$25K -1,068 -7%
LG
317
LaFleur & Godfrey
Michigan
$317K +$2.2K +94 +0.7%
SWTS
318
Stonehaven Wealth & Tax Solutions
Wisconsin
$316K -$96.9K -4,138 -23%
SFS
319
Sowell Financial Services
Arkansas
$314K +$62.5K +2,667 +25%
DZ Bank
320
DZ Bank
Germany
$311K +$28.9K +1,236 +10%
SW
321
SVB Wealth
Massachusetts
$310K +$18.6K +795 +6%
KFI
322
Key Financial Inc
Pennsylvania
$310K – – –
BAM
323
BTS Asset Management
Massachusetts
$309K -$795K -33,929 -72%
CAC
324
Certified Advisory Corp
Florida
$306K +$15K +640 +5%
NL
325
NWAM LLC
Washington
$302K -$1.58M -67,251 -84%
11 12
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