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State Street SPDR Portfolio High Yield Bond ETF
SPHY

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 22 → 30 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372 → 437 (+65)

1.29% less ownership

Funds ownership: 66.22% → 64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$667M
2
Goldman Sachs
Goldman Sachs
New York
+$69.7M
3
OPAM
Ocean Park Asset Management
California
+$35.2M
4
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$21.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$98.5M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$98.2M
3
TC
Toews Corporation
New Jersey
-$54.1M
4
APWA
Atlas Private Wealth Advisors
New Jersey
-$17.6M
5
SA
SAM Advisors
California
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
426
Dogwood Wealth Management
Kansas
$5.05K +$5.1K +215 New
DJSG
427
D.J. St. Germain
Massachusetts
$4.94K +$5.01K +211 New
AWM
428
Angeles Wealth Management
California
$4.08K – – –
RCM
429
Raleigh Capital Management
North Carolina
$4.01K – – –
SHF
430
Safe Harbor Fiduciary
Florida
$3.52K -$214 -9 -6%
GWANC
431
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.38K +$3.42K +144 New
AAP
432
Arax Advisory Partners
Colorado
$2.68K +$617 +26 +30%
NMG
433
New Millennium Group
Utah
$1.74K +$1.76K +74 New
SL
434
Salomon & Ludwin
Virginia
$1.57K +$1.59K +67 New
RFA
435
Reyes Financial Architecture
California
$1.39K +$1.4K +59 New
VWM
436
Vermillion Wealth Management
Minnesota
$1.31K +$1.33K +56 New
APCM
437
Alaska Permanent Capital Management
Alaska
$282 – – –
NS
438
NBC Securities
Alabama
$228 -$229K -9,661 -100%
CPG
439
Cornerstone Planning Group
New Jersey
$2 – – –
TC
440
Toews Corporation
New Jersey
– -$54.1M -2,250,100 Closed
SA
441
SAM Advisors
California
– -$14M -583,671 Closed
G
442
GenTrust
Florida
– -$5.75M -239,042 Closed
VAG
443
VisionPoint Advisory Group
Texas
– -$3.05M -126,857 Closed
LEFP
444
Leading Edge Financial Planning
Tennessee
– -$2.93M -122,024 Closed
RIM
445
Redwood Investment Management
Arizona
– -$2.43M -100,985 Closed
OMC
446
Old Mission Capital
Illinois
– -$1.25M -51,869 Closed
Schroder Investment Management Group
447
Schroder Investment Management Group
United Kingdom
– -$750K -31,168 Closed
CSPIA
448
Cary Street Partners Investment Advisory
Virginia
– -$680K -28,290 Closed
CGF
449
Constant Guidance Financial
Massachusetts
– -$629K -26,150 Closed
BWP
450
Balboa Wealth Partners
Arizona
– -$592K -24,608 Closed
15 16 17
18
19

SPHY Hedge Fund Activity: Q4 2024 in Review

437 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q4 2024, worth a combined $4.36B — up 24% from $3.52B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new SPHY positions and 35 closed out — a net gain of 75 holders — while 215 added to existing stakes and 87 trimmed.

The largest buyer was Ilmarinen Mutual Pension Insurance, opening a new position worth an estimated $667M. The largest seller was Neuberger Berman Group, cutting an estimated $98.5M.

  • 437 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q4 2024, up from 372 in Q3 2024.
  • Funds reported $4.36B of State Street SPDR Portfolio High Yield Bond ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 110 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q4 2024 and 35 closed out, a net change of +75 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q4 2024 was Ilmarinen Mutual Pension Insurance, an estimated $667M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q4 2024 was Neuberger Berman Group, an estimated $98.5M sold.

Based on aggregated 13F filings for Q4 2024.