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State Street SPDR Portfolio High Yield Bond ETF
SPHY
SPHY
307 hedge funds and large institutions have $2.81B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
143% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 28
65% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 79
15% more capital invested
Capital invested by funds: $2.45B → $2.81B (+$362M)
14% more funds holding
Funds holding: 270 → 307 (+37)
5.09% less ownership
Funds ownership: 74.26% → 69.17% (-5.1%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.42%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$186M |
| 2 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$73.3M |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$60M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$46M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$40.5M |
Top Sellers
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$91.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$86.7M |
| 3 |
Morgan Stanley
New York
|
-$59M |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$21.5M |
| 5 |
NL
NEPC LLC
Boston,
Massachusetts
|
-$17.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJIA
326
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$146K | -6,259 | Closed |
|
|
AFS
327
Annapolis Financial Services
Annapolis,
Maryland
| – | -$28.6K | -1,223 | Closed |
|
|
ASN
328
Advisory Services Network
Atlanta,
Georgia
| – | -$22.6K | -965 | Closed |
|
|
RIM
329
Rockbridge Investment Management
Syracuse,
New York
| – | -$21.6K | -924 | Closed |
|
|
RCM
330
Raleigh Capital Management
Cary,
North Carolina
| – | -$15.9K | -682 | Closed |
|
|
FWM
331
Focused Wealth Management
Newburgh,
New York
| – | -$7.38K | -316 | Closed |
|
|
TVAMP
332
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$6.65K | -284 | Closed |
|
|
ETC
333
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$5.96K | -255 | Closed |
|
|
ODG
334
O'Dell Group
Cincinnati,
Ohio
| – | -$491 | -21 | Closed |
|
335
Fidelity Investments
Boston,
Massachusetts
| – | -$23 | -1 | Closed |
|
|
ERSOT
336
Employees Retirement System of Texas
Austin,
Texas
| – | -$1.17M | – | – |
|
|
SAG
337
SageView Advisory Group
Newport Beach,
California
| – | -$3.68M | – | – |
|