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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
TGAM
351
TBH Global Asset Management
Tennessee
$394K +$398K +16,885 New
LG
352
LaFleur & Godfrey
Michigan
$394K +$13.6K +575 +4%
ASN
353
Advisory Services Network
Georgia
$392K +$16.8K +714 +4%
NAMNJ
354
NorthStar Asset Management (New Jersey)
New Jersey
$387K -$34.5K -1,464 -8%
BRPW
355
Ballast Rock Private Wealth
South Carolina
$385K +$5.31K +225 +1%
UCFA
356
United Capital Financial Advisors
Texas
$384K +$4.96K +210 +1%
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$384K +$33.1K +1,404 +9%
LIA
358
Lynx Investment Advisory
District of Columbia
$373K +$14.8K +626 +4%
Betterment LLC
359
Betterment LLC
New York
$367K +$68.6K +2,906 +23%
AIP
360
Almanack Investment Partners
Pennsylvania
$362K +$367K +15,539 New
SIA
361
Strategic Investment Advisors
Michigan
$359K +$63.1K +2,675 +21%
OCA
362
OpenArc Corporate Advisory
Georgia
$350K -$250K -10,587 -41%
PWG
363
Private Wealth Group
Florida
$348K +$16.5K +701 +5%
AFP
364
Ausdal Financial Partners
Iowa
$348K -$37.7K -1,596 -10%
BFWM
365
Bright Futures Wealth Management
New York
$348K +$2.17K +92 +0.6%
MP
366
McDonald Partners
Ohio
$348K +$352K +14,903 New
WCM
367
WealthTrak Capital Management
Virginia
$345K +$115K +4,856 +49%
WA
368
WPG Advisers
Maryland
$343K -$8.9K -377 -2%
HNB
369
Huntington National Bank
Ohio
$339K +$343K +14,535 New
PFA
370
Peak Financial Advisors
Colorado
$338K -$61.5K -2,606 -15%
PB
371
Pinnacle Bancorp
Nebraska
$335K
VT
372
Vise Technologies
New York
$326K
AWM
373
Axxcess Wealth Management
California
$325K +$2.88K +122 +0.9%
Mercer Global Advisors
374
Mercer Global Advisors
Colorado
$323K -$3.68K -156 -1%
PWP
375
Parkwoods Wealth Partners
New York
$322K -$8.8K -373 -3%

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.