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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 %
CFAM
326
Center For Asset Management
Florida
$255K -$6.34K -270 -2%
CFB
327
Cullen/Frost Bankers
Texas
$254K +$6.78K +289 +3%
SFS
328
Sowell Financial Services
Arkansas
$252K -$739K -31,507 -75%
KFGK
329
Keystone Financial Group (Kentucky)
Kentucky
$248K – – –
AWA
330
Acorn Wealth Advisors
Michigan
$247K +$6.38K +272 +3%
EPW
331
Endeavor Private Wealth
Kansas
$247K +$247K +10,536 New
IWC
332
Integrated Wealth Concepts
Massachusetts
$243K +$243K +10,370 New
CIAS
333
Capital Investment Advisory Services
North Carolina
$239K +$27.5K +1,173 +13%
WA
334
WBH Advisory
Maryland
$238K +$238K +10,145 New
MA
335
MONECO Advisors
Connecticut
$237K +$7.42K +316 +3%
CAM
336
Cresset Asset Management
Illinois
$234K +$234K +9,969 New
DCM
337
Dimension Capital Management
Florida
$231K – – –
NG
338
Novem Group
New York
$229K +$229K +9,746 New
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$227K – – –
VT
340
Vise Technologies
New York
$226K -$7.51K -320 -3%
VCP
341
Verus Capital Partners
Arizona
$221K +$221K +9,425 New
ASN
342
Advisory Services Network
Georgia
$218K +$218K +9,295 New
GLA
343
Good Life Advisors
Pennsylvania
$214K +$214K +9,131 New
NAMNJ
344
NorthStar Asset Management (New Jersey)
New Jersey
$214K +$14.9K +636 +8%
FA
345
FSA Advisors
Michigan
$211K -$18.2K -777 -8%
WIA
346
World Investment Advisors
California
$211K -$24.9K -1,061 -11%
FFN
347
Focus Financial Network
Minnesota
$206K +$206K +8,757 New
CIA
348
Concurrent Investment Advisors
Florida
$205K +$205K +8,738 New
WCFA
349
Walkner Condon Financial Advisors
Wisconsin
$202K -$23.9K -1,017 -11%
NCM
350
Northwest Capital Management
Oregon
$201K +$201K +8,555 New
12 13
14
15 16