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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$973M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
OPAM
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
376
Morton Brown Family Wealth
Pennsylvania
$119K +$119K +5,102 New
WF
377
Wayfinding Financial
Washington
$117K +$117K +5,008 New
RWA
378
Redmont Wealth Advisors
Illinois
$106K +$106K +4,529 New
WCM
379
Westend Capital Management
California
$105K +$105K +4,501 New
WT
380
Washington Trust
Rhode Island
$100K +$50.9K +2,174 +103%
BOJHT
381
Bank of Jackson Hole Trust
Wyoming
$97.8K +$10.3K +430 +12%
FFA
382
Founders Financial Alliance
North Carolina
$97.4K +$8.31K +355 +9%
HR
383
Howe & Rusling
New York
$97.2K +$31.3K +1,336 +47%
AG
384
AmeriFlex Group
Nevada
$95.8K +$304 +13 +0.3%
WWM
385
Woodside Wealth Management
Massachusetts
$93.4K +$93.4K +3,990 New
AF
386
Advisornet Financial
Minnesota
$82.8K +$14.9K +638 +22%
BFPW
387
BOK Financial Private Wealth
Colorado
$79.1K -$3.42K -146 -4%
WCM
388
WealthTrak Capital Management
Virginia
$66.4K -$849K -36,242 -93%
RIA
389
Realta Investment Advisors
Delaware
$60.9K +$2.18K +93 +4%
BWL
390
Bogart Wealth LLC
Virginia
$53.4K -$7.75K -331 -13%
TF
391
Tompkins Financial
New York
$51.8K – – –
TWC
392
TD Waterhouse Canada
Ontario, Canada
$39.2K -$93 -4 -0.2%
CFFP
393
Center for Financial Planning
Michigan
$38.3K +$38.3K +1,635 New
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$37.9K +$22.5K +960 +145%
WA
395
Whipplewood Advisors
Colorado
$37.7K -$2.13M -1,579 -98%
CIBC Private Wealth Group
396
CIBC Private Wealth Group
Georgia
$37.3K -$14.1K -628 -27%
UFAC
397
Urban Financial Advisory Corp
Illinois
$36.5K +$468 +20 +1%
WTC
398
WhitTier Trust Company
Nevada
$35.7K -$122K -5,200 -77%
William Blair & Company
399
William Blair & Company
Illinois
$35.3K -$11.5K -491 -25%
ACA
400
Aptus Capital Advisors
Alabama
$35.3K -$8.05K -344 -19%
14 15
16
17 18