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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
301
Fidelity Investments
Massachusetts
$621K +$501K +21,222 +393%
GWCM
302
Godshalk Welsh Capital Management
Pennsylvania
$612K
GC
303
Grimes & Company
Massachusetts
$612K -$170M -7,220,360 -100%
MGIA
304
Moneta Group Investment Advisors
Missouri
$606K +$86.9K +3,684 +17%
SWP
305
Stratos Wealth Partners
Ohio
$592K -$12.1K -514 -2%
AI
306
Atria Investments
North Carolina
$583K -$870K -36,874 -60%
LA
307
Lifeworks Advisors
Michigan
$582K -$1.22M -51,823 -68%
WWM
308
Western Wealth Management
Colorado
$581K +$254K +10,781 +76%
TCP
309
TMB Capital Partners
Arkansas
$574K +$21.8K +923 +4%
GWP
310
Gateway Wealth Partners
Wisconsin
$570K +$577K +24,437 New
IFA
311
Index Fund Advisors
California
$568K +$16.5K +700 +3%
HWAM
312
Hennion & Walsh Asset Management
New Jersey
$566K +$130K +5,530 +29%
SWM
313
Sandro Wealth Management
New Jersey
$560K +$203K +8,596 +56%
LGW
314
Leslie Global Wealth
Illinois
$548K -$149K -6,335 -21%
GFA
315
Gallagher Fiduciary Advisors
Illinois
$548K -$12.4K -524 -2%
Millennium Management
316
Millennium Management
New York
$546K +$553K +23,417 New
NLWP
317
Next Level Wealth Planning
Idaho
$540K +$149K +6,309 +37%
MWM
318
Meridian Wealth Management
Kentucky
$537K -$64.8K -2,746 -11%
YIM
319
Yoffe Investment Management
Pennsylvania
$532K +$2.9K +123 +0.5%
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$523K +$61.8K +2,620 +13%
AWM
321
Avior Wealth Management
Nebraska
$519K +$10.2K +434 +2%
CFAM
322
Center For Asset Management
Florida
$516K +$72.1K +3,055 +16%
PFA
323
Portland Financial Advisors
New York
$509K +$36.7K +1,555 +8%
WIM
324
WealthPlan Investment Management
Nebraska
$507K -$24.1K -1,023 -4%
CA
325
Clearstead Advisors
Ohio
$497K -$11M -465,420 -96%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.