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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 %
Janney Montgomery Scott
351
Janney Montgomery Scott
Pennsylvania
$200K +$200K +8,526 New
SPIA
352
Steward Partners Investment Advisory
New York
$179K -$452K -19,278 -72%
EWA
353
EverSource Wealth Advisors
Alabama
$168K +$168K +7,148 New
SS
354
Sunbelt Securities
Texas
$167K +$2.28K +97 +1%
MCM
355
MAI Capital Management
Ohio
$166K +$166K +7,066 New
WTC
356
WhitTier Trust Company
Nevada
$158K – – –
EWA
357
EP Wealth Advisors
California
$136K -$35.7K -1,522 -21%
PTC
358
Private Trust Company
Ohio
$135K +$23.5K +1,000 +21%
CA
359
CoreCap Advisors
Michigan
$125K +$55K +2,345 +79%
BGA
360
Battery Global Advisors
Massachusetts
$123K -$90.3K -3,846 -42%
QCG
361
Quadrant Capital Group
Ohio
$117K – – –
IRAG
362
Investment Research & Advisory Group
Georgia
$106K +$105K +4,484 +9,964%
AG
363
AmeriFlex Group
Nevada
$97K +$97K +4,077 New
FFA
364
Founders Financial Alliance
North Carolina
$89.3K – – –
CFG
365
Chapman Financial Group
Hawaii
$88.4K +$88.4K +3,768 New
BOJHT
366
Bank of Jackson Hole Trust
Wyoming
$86.2K +$86.2K +3,672 New
BFPW
367
BOK Financial Private Wealth
Colorado
$82.7K -$35.6K -1,515 -30%
AF
368
Advisornet Financial
Minnesota
$68K +$10.5K +447 +18%
HR
369
Howe & Rusling
New York
$66.1K +$5.33K +227 +9%
BWL
370
Bogart Wealth LLC
Virginia
$61.2K +$986 +42 +2%
RIA
371
Realta Investment Advisors
Delaware
$59.2K +$59.2K +2,509 New
OPTFSNA
372
Old Point Trust & Financial Services N A
Virginia
$56.7K +$56.7K +2,414 New
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$54K – – –
TF
374
Tompkins Financial
New York
$51.9K – – –
WT
375
Washington Trust
Rhode Island
$49.4K +$21.6K +919 +78%
13 14
15
16 17