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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.

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 %
NFSG
351
Newbridge Financial Services Group
Florida
$10.5K +$192 +8 +2%
PFA
352
Pathway Financial Advisers
Indiana
$8.07K +$96 +4 +1%
VWM
353
Venturi Wealth Management
Texas
$7.7K +$7.7K +320 New
William Blair & Company
354
William Blair & Company
Illinois
$6.47K – – –
MCM
355
MidAtlantic Capital Management
Virginia
$6.35K – – –
BBHC
356
Brown Brothers Harriman & Co
New York
$6.01K +$6.01K +250 New
CPA
357
Capital Performance Advisors
California
$5.82K +$5.82K +242 New
DZ Bank
358
DZ Bank
Germany
$5.39K +$5.39K +224 New
PCA
359
Providence Capital Advisors
North Carolina
$5.12K +$5.12K +213 New
LFA
360
LGT Financial Advisors
Texas
$4.3K +$4.3K +179 New
AWM
361
Angeles Wealth Management
California
$4.19K – – –
RCM
362
Raleigh Capital Management
North Carolina
$4.11K +$4.11K +171 New
SHF
363
Safe Harbor Fiduciary
Florida
$3.82K +$3.82K +159 New
SAM
364
Smartleaf Asset Management
Massachusetts
$3.56K +$2.96K +123 +492%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.18K +$3.18K +132 New
SWM
366
Sanctuary Wealth Management
Idaho
$3.08K – – –
AAP
367
Arax Advisory Partners
Colorado
$2.12K – – –
SSB
368
Sandy Spring Bank
Maryland
$1.42K +$1.42K +59 New
IRAG
369
Investment Research & Advisory Group
Georgia
$1.08K – – –
T
370
Tidemark
California
$649 – – –
GSEP
371
Golden State Equity Partners
California
$601 +$601 +25 New
APCM
372
Alaska Permanent Capital Management
Alaska
$288 – – –
CPG
373
Cornerstone Planning Group
New Jersey
$2 -$8.6K -372 Closed
JFG
374
Jefferies Financial Group
New York
– -$7.71M -331,899 Closed
Susquehanna International Group
375
Susquehanna International Group
Pennsylvania
– -$4.63M -199,265 Closed
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