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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
IFWM
326
Institute for Wealth Management
Colorado
$496K +$502K +21,276 New
OFS
327
OneAscent Financial Services
Alabama
$491K +$161K +6,820 +48%
SAM
328
Smartleaf Asset Management
Massachusetts
$491K +$462K +19,573 +1,165%
DZ Bank
329
DZ Bank
Germany
$488K -$45.1K -1,910 -8%
CCC
330
Compass Capital Corp
Massachusetts
$483K -$2.1K -89 -0.4%
FG
331
Fairman Group
Pennsylvania
$482K -$15.5K -655 -3%
PWA
332
Provenance Wealth Advisors
Florida
$479K
JPLA
333
Joseph P. Lucia & Associates
New York
$479K +$87.3K +3,701 +22%
DC
334
Davenport & Co
Virginia
$474K +$22.1K +936 +5%
William Blair & Company
335
William Blair & Company
Illinois
$466K +$4.13K +175 +0.9%
IRAG
336
Investment Research & Advisory Group
Georgia
$461K +$29.2K +1,238 +7%
SAM
337
Synergy Asset Management
Washington
$459K +$47.6K +2,018 +11%
GWM
338
Geneos Wealth Management
Colorado
$455K +$37.9K +1,607 +9%
WF
339
WealthPoint Financial
North Carolina
$451K +$96.5K +4,090 +27%
KWM
340
Kingsview Wealth Management
Oregon
$446K -$1.24M -52,360 -73%
NRI
341
NFP Retirement Inc
California
$444K +$80.3K +3,403 +22%
AWA
342
Acorn Wealth Advisors
Michigan
$429K +$34.9K +1,478 +9%
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$421K +$44.1K +1,869 +12%
SWTS
344
Stonehaven Wealth & Tax Solutions
Wisconsin
$418K +$19.9K +845 +5%
IW
345
Instrumental Wealth
Florida
$412K +$5.9K +250 +1%
Corient Private Wealth
346
Corient Private Wealth
Florida
$409K -$491K -20,805 -39%
SLG
347
Sanchez Levi Garrett
$409K +$414K +17,533 New
National Bank of Canada
348
National Bank of Canada
Quebec, Canada
$408K +$90.6K +3,841 +28%
IAG
349
Investment Advisory Group
Massachusetts
$399K +$48K +2,035 +14%
MAS
350
Madden Advisory Services
Florida
$395K +$23.6K +1,000 +6%

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.