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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 Market Value Shares Shares
Change 		Shares
Change %
HOWA
376
Heritage Oak Wealth Advisors
Florida
– – -119,620 Closed
MA
377
Mutual Advisors
Nebraska
– – -55,339 Closed
PFS
378
Prospera Financial Services
Texas
– – -26,944 Closed
WP
379
WealthPLAN Partners
Nebraska
– – -26,814 Closed
FAM
380
Formidable Asset Management
Ohio
– – -23,614 Closed
JCIA
381
Jackson Creek Investment Advisors
Colorado
– – -10,858 Closed
Kovitz Investment Group Partners
382
Kovitz Investment Group Partners
Illinois
– – -10,800 Closed
SW
383
SVB Wealth
Massachusetts
– – -10,623 Closed
Northern Trust
384
Northern Trust
Illinois
– – -10,305 Closed
D
385
Dentgroup
Louisiana
– – -10,159 Closed
UWM
386
USAdvisors Wealth Management
Minnesota
– – -8,736 Closed
ATPW
387
Ashton Thomas Private Wealth
Arizona
– – -4,768 Closed
TSWM
388
Tyler-Stone Wealth Management
Ohio
– – -2,378 Closed
GLR
389
Great Lakes Retirement
Ohio
– – -1,212 Closed
TWP
390
Triad Wealth Partners
Kansas
– – -398 Closed
GI
391
Gradient Investments
Minnesota
– – -320 Closed
FCAS
392
First Command Advisory Services
Texas
– – -236 Closed
ME
393
McIlrath & Eck
Washington
– – -198 Closed
TRCT
394
Tower Research Capital (TRC)
New York
– – -69 Closed
AF
395
Allworth Financial
California
– – -53 Closed
SC
396
SouthState Corp
Florida
– – -10 Closed
HFS
397
Hantz Financial Services
Michigan
– – – –
CFGS
398
Concourse Financial Group Securities
Alabama
– – – –
12 13 14 15
16