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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 %
FWM
401
FLP Wealth Management
Arkansas
$13.1K +$13.1K +556 New
Fidelity Investments
402
Fidelity Investments
Massachusetts
$12.6K -$8.41K -358 -40%
FDW
403
Fourth Dimension Wealth
Ohio
$12K +$12K +510 New
PWA
404
Physician Wealth Advisors
Utah
$11.7K +$11.7K +500 New
GK
405
Graney & King
New York
$11.6K +$11.6K +495 New
GSWM
406
Golden State Wealth Management
California
$11.3K +$11.3K +483 New
RFS
407
Richardson Financial Services
Massachusetts
$11K -$1.67K -71 -13%
HNB
408
Huntington National Bank
Ohio
$10.7K -$10.9K – –
T
409
Transce3nd
Texas
$10.6K +$10.6K +450 New
NFSG
410
Newbridge Financial Services Group
Florida
$10.5K +$258 +11 +3%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$10.1K -$9.46K -403 -48%
CAWM
412
Capital A Wealth Management
Pennsylvania
$9.62K +$9.62K +410 New
CTC
413
Central Trust Company
Missouri
$8.66K -$7.3K -311 -46%
FHA
414
First Horizon Advisors
Tennessee
$8.03K +$8.03K +342 New
PFA
415
Pathway Financial Advisers
Indiana
$7.87K +$23 +1 +0.3%
SAM
416
Smartleaf Asset Management
Massachusetts
$7.79K +$4.32K +184 +124%
VWM
417
Venturi Wealth Management
Texas
$7.51K – – –
MCM
418
MidAtlantic Capital Management
Virginia
$6.27K +$70 +3 +1%
HPIA
419
Hamilton Point Investment Advisors
North Carolina
$6.2K +$6.2K +264 New
BlackRock
420
BlackRock
New York
$5.59K +$5.59K +238 New
SWM
421
Sanctuary Wealth Management
Idaho
$5.54K +$2.54K +108 +84%
DWM
422
Dogwood Wealth Management
Kansas
$5.05K +$5.05K +215 New
DJSG
423
D.J. St. Germain
Massachusetts
$4.94K +$4.94K +211 New
AWM
424
Angeles Wealth Management
California
$4.08K – – –
RCM
425
Raleigh Capital Management
North Carolina
$4.01K – – –
15 16
17
18 19