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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
BCA
376
Bay Colony Advisors
Massachusetts
$318K -$73.9K -3,132 -19%
PF
377
PlanWiser Financial
Colorado
$318K +$42.7K +1,808 +15%
KFI
378
Key Financial Inc
Pennsylvania
$316K
HA
379
Hegarty Advisors
New York
$313K +$3.61K +153 +1%
BWP
380
BlueStem Wealth Partners
Minnesota
$307K +$21.9K +929 +8%
LOWM
381
Laurel Oak Wealth Management
New Jersey
$307K +$14.4K +609 +5%
CAM
382
Concorde Asset Management
Michigan
$302K -$464K -19,655 -60%
WAS
383
Westco Advisory Services
New York
$298K +$33K +1,400 +12%
RWM
384
Ritholtz Wealth Management
New York
$295K +$298K +12,635 New
GVCM
385
Global View Capital Management
Wisconsin
$294K -$131K -5,532 -30%
FCA
386
FLC Capital Advisors
California
$293K
DAS
387
Dynamic Advisor Solutions
Arizona
$290K +$51.5K +2,183 +21%
FPWM
388
FSB Premier Wealth Management
Iowa
$288K +$401 +17 +0.1%
HWM
389
Howard Wealth Management
Connecticut
$285K -$14.7K -623 -5%
DSA
390
Droms Strauss Advisors
Missouri
$284K +$20.7K +879 +8%
SWA
391
Sightline Wealth Advisors
Connecticut
$283K +$76.7K +3,252 +37%
LWL
392
Leo Wealth LLC
Texas
$281K +$285K +12,061 New
GAFA
393
Garton & Associates Financial Advisors
Kentucky
$272K -$257K -10,907 -48%
PFM
394
Phillips Financial Management
Indiana
$272K -$2.48K -105 -0.9%
TWP
395
Triad Wealth Partners
Kansas
$265K +$268K +11,353 New
CIAS
396
Capital Investment Advisory Services
North Carolina
$265K +$1.65K +70 +0.6%
Focus Partners Wealth
397
Focus Partners Wealth
Massachusetts
$264K +$62.9K +2,667 +31%
AWM
398
Ariadne Wealth Management
California
$263K -$18.9K -800 -7%
OC
399
Oppenheimer & Co
New York
$261K -$118K -5,016 -31%
DF
400
Dunhill Financial
United Kingdom
$257K +$260K +11,039 New

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.