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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 %
FPWM
326
FSB Premier Wealth Management
Iowa
$297K -$154K -6,557 -34%
SIA
327
Strategic Investment Advisors
Michigan
$297K +$2.65K +113 +0.9%
AWA
328
Acorn Wealth Advisors
Michigan
$292K +$45.2K +1,928 +18%
HWAM
329
Hennion & Walsh Asset Management
New Jersey
$289K -$1.78K -76 -0.6%
C
330
Certuity
Florida
$288K +$288K +12,308 New
PB
331
Pinnacle Bancorp
Nebraska
$281K – – –
NLWP
332
Next Level Wealth Planning
Idaho
$274K +$274K +11,687 New
CIAS
333
Capital Investment Advisory Services
North Carolina
$271K +$32.7K +1,396 +14%
AWM
334
Ariadne Wealth Management
California
$271K -$16K -691 -6%
RF
335
Rossby Financial
Florida
$270K +$270K +11,591 New
PFA
336
Petra Financial Advisors
Colorado
$270K -$15.3K -653 -5%
LIA
337
Lynx Investment Advisory
District of Columbia
$266K -$33.6K -1,434 -11%
CW
338
CreativeOne Wealth
Kansas
$265K -$28K -1,196 -10%
SAW
339
Signal Advisors Wealth
Michigan
$265K -$55.4K -2,364 -17%
DC
340
Davenport & Co
Virginia
$265K +$265K +11,300 New
IWC
341
Integrated Wealth Concepts
Massachusetts
$260K +$17.4K +745 +7%
RCA
342
Runnymede Capital Advisors
Ohio
$259K – – –
MAS
343
Madden Advisory Services
Florida
$255K +$351 +15 +0.1%
GIA
344
Gladstone Institutional Advisory
Florida
$253K -$19.1K -814 -7%
CFB
345
Cullen/Frost Bankers
Texas
$252K -$1.8K -77 -0.7%
NS
346
NBC Securities
Alabama
$252K +$252K +10,784 +119,822%
IAIM
347
International Assets Investment Management
Florida
$249K +$249K +10,614 New
NRI
348
NFP Retirement Inc
California
$248K -$148K -6,303 -37%
KFGK
349
Keystone Financial Group (Kentucky)
Kentucky
$248K – – –
FAIM
350
Financial Advocates Investment Management
Washington
$248K -$53.4K -2,282 -18%
12 13
14
15 16