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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
HIP
401
HUB Investment Partners
Texas
$257K -$11.8K -500 -4%
CFB
402
Cullen/Frost Bankers
Texas
$255K +$8.52K +361 +3%
HIC
403
Holderness Investments Company
North Carolina
$251K +$590 +25 +0.2%
VAG
404
VisionPoint Advisory Group
Texas
$247K -$2.12M -89,724 -89%
OIA
405
OneDigital Investment Advisors
Kansas
$244K -$160K -6,774 -39%
KFGK
406
Keystone Financial Group (Kentucky)
Kentucky
$244K
MFC
407
Mechanics Financial Corp
Ohio
$242K -$19K -804 -7%
FCA
408
Fortis Capital Advisors
Kansas
$241K +$37.8K +1,600 +18%
BWM
409
BCS Wealth Management
Tennessee
$240K -$201K -8,519 -45%
CW
410
CreativeOne Wealth
Kansas
$237K -$8.31K -352 -3%
SSCM
411
Spectrum Strategic Capital Management
Oregon
$236K -$1.34K -57 -0.6%
BHPW
412
Box Hill Private Wealth
Arizona
$235K -$31.7K -1,344 -12%
SHFG
413
S Harris Financial Group
Texas
$234K +$236K +10,017 New
PI
414
PFG Investments
New York
$233K +$28K +1,186 +13%
OWP
415
Obermeyer Wealth Partners
Colorado
$228K
ARC
416
Advisor Resource Council
Texas
$225K +$2.12K +90 +0.9%
Bank of Montreal
417
Bank of Montreal
Ontario, Canada
$225K
KW
418
KWB Wealth
California
$222K -$2.97K -126 -1%
SFS
419
Sowell Financial Services
Arkansas
$220K +$21.8K +923 +11%
SFWA
420
Summit Financial Wealth Advisors
Louisiana
$217K
SCA
421
Scott Capital Advisors
Oregon
$214K -$52.8K -2,239 -20%
CB
422
Centennial Bank
Arkansas
$214K
AC
423
Avory & Company
Florida
$211K +$214K +9,062 New
MW
424
Mueller Wealth
Wisconsin
$211K +$213K +9,033 New
KA
425
KLCM Advisors
Wisconsin
$209K -$19K -805 -8%

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.