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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 %
Bank Julius Baer & Co
376
Bank Julius Baer & Co
Switzerland
$46.9K +$3.24K +125 +7%
William Blair & Company
377
William Blair & Company
Illinois
$46.9K +$40.6K +1,731 +643%
PFT
378
Providence First Trust
Arizona
$46.9K +$46.9K +2,000 New
ANBT
379
American National Bank & Trust
Texas
$46.9K +$46.9K +2,000 New
HGERS
380
Householder Group Estate & Retirement Specialist
Arizona
$44K -$15.7K -680 -26%
ACA
381
Aptus Capital Advisors
Alabama
$43.5K -$8.45K -360 -16%
TWC
382
TD Waterhouse Canada
Ontario, Canada
$39.6K -$1.97K -84 -5%
WA
383
Whipplewood Advisors
Colorado
$37.7K +$37.7K +1,607 New
UFAC
384
Urban Financial Advisory Corp
Illinois
$36.1K +$892 +38 +3%
WT
385
Whittier Trust
California
$32.7K -$58.6K -2,500 -64%
HCM
386
Hollencrest Capital Management
California
$32K – – –
KIM
387
Kestra Investment Management
Texas
$31K +$31K +1,322 New
NP
388
NorthRock Partners
Minnesota
$29.9K +$493 +21 +2%
CIA
389
Cape Investment Advisory
Georgia
$29.9K +$821 +35 +3%
Q1WB
390
Quest 10 Wealth Builders
Virginia
$28.8K +$28.8K +1,226 New
TC
391
Truvestments Capital
Florida
$27.5K -$8.33K -355 -23%
HCP
392
Hexagon Capital Partners
Arkansas
$23K +$422 +18 +2%
MSS
393
Mitchell Sinkler & Starr
Pennsylvania
$18.8K +$18.8K +800 New
SWA
394
SOA Wealth Advisors
New York
$18K +$18K +767 New
Franklin Resources
395
Franklin Resources
California
$16.8K -$10.6K -453 -39%
TAM
396
Tucker Asset Management
Colorado
$16.5K – – –
OSAM
397
O'Shaughnessy Asset Management
Connecticut
$15.5K – – –
DFC
398
DB Fitzpatrick & Co
Idaho
$15K – – –
AIC
399
Archer Investment Corporation
Indiana
$14.3K – – –
LFG
400
Larson Financial Group
Missouri
$14.1K +$14.1K +600 New
14 15
16
17 18