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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.

New
Increased
Maintained
Reduced
Closed
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 %
ACA
326
Aptus Capital Advisors
Alabama
$53.2K +$216 +9 +0.4%
TF
327
Tompkins Financial
New York
$53.2K – – –
Bank Julius Baer & Co
328
Bank Julius Baer & Co
Switzerland
$48.1K -$3.14K -110 -6%
TWC
329
TD Waterhouse Canada
Ontario, Canada
$42.3K -$86.5K -3,623 -67%
TC
330
Truvestments Capital
Florida
$36.7K +$36.7K +1,528 New
UFAC
331
Urban Financial Advisory Corp
Illinois
$36.1K +$36.1K +1,501 New
RWM
332
Reston Wealth Management
Virginia
$35.9K +$35.9K +1,494 New
HCM
333
Hollencrest Capital Management
California
$32.8K +$7.46K +310 +29%
NP
334
NorthRock Partners
Minnesota
$30.1K +$144 +6 +0.5%
CIA
335
Cape Investment Advisory
Georgia
$29.8K +$3.49K +145 +13%
WT
336
Washington Trust
Rhode Island
$28.5K – – –
CP
337
Castleview Partners
Texas
$28.1K -$409 -17 -1%
Franklin Resources
338
Franklin Resources
California
$27.8K +$786 +33 +3%
BCMLT
339
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.6K +$25.6K +1,063 New
HCP
340
Hexagon Capital Partners
Arkansas
$23.2K -$433 -18 -2%
Fidelity Investments
341
Fidelity Investments
Massachusetts
$21.5K +$17.7K +734 +462%
PFBT
342
Parkside Financial Bank & Trust
Missouri
$20K +$17.7K +736 +767%
TAM
343
Tucker Asset Management
Colorado
$16.9K +$16.9K +701 New
CTC
344
Central Trust Company
Missouri
$16.4K +$16.4K +680 New
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$15.7K +$15.7K +660 New
DFC
346
DB Fitzpatrick & Co
Idaho
$15.3K +$15.3K +638 New
AFWM
347
Abich Financial Wealth Management
Virginia
$14.9K -$77.4K -3,217 -84%
AIC
348
Archer Investment Corporation
Indiana
$14.6K – – –
RFS
349
Richardson Financial Services
Massachusetts
$12.6K – – –
HNB
350
Huntington National Bank
Ohio
$10.9K – – –
12 13
14
15 16