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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 %
SHF
426
Safe Harbor Fiduciary
Florida
$3.52K -$211 -9 -6%
GWANC
427
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.38K +$3.38K +144 New
AAP
428
Arax Advisory Partners
Colorado
$2.68K +$611 +26 +30%
NMG
429
New Millennium Group
Utah
$1.74K +$1.74K +74 New
SL
430
Salomon & Ludwin
Virginia
$1.57K +$1.57K +67 New
RFA
431
Reyes Financial Architecture
California
$1.39K +$1.39K +59 New
VWM
432
Vermillion Wealth Management
Minnesota
$1.31K +$1.31K +56 New
APCM
433
Alaska Permanent Capital Management
Alaska
$282 – – –
NS
434
NBC Securities
Alabama
$228 -$245K -9,661 -100%
CPG
435
Cornerstone Planning Group
New Jersey
$2 -$2 – –
TC
436
Toews Corporation
New Jersey
– -$54.1M -2,250,100 Closed
SA
437
SAM Advisors
California
– -$14M -583,671 Closed
G
438
GenTrust
Florida
– -$5.75M -239,042 Closed
VAG
439
VisionPoint Advisory Group
Texas
– -$3.05M -126,857 Closed
LEFP
440
Leading Edge Financial Planning
Tennessee
– -$2.93M -122,024 Closed
RIM
441
Redwood Investment Management
Arizona
– -$2.43M -100,985 Closed
OMC
442
Old Mission Capital
Illinois
– -$1.25M -51,869 Closed
Schroder Investment Management Group
443
Schroder Investment Management Group
United Kingdom
– -$750K -31,168 Closed
CSPIA
444
Cary Street Partners Investment Advisory
Virginia
– -$680K -28,290 Closed
CGF
445
Constant Guidance Financial
Massachusetts
– -$629K -26,150 Closed
BWP
446
Balboa Wealth Partners
Arizona
– -$592K -24,608 Closed
SPC
447
Sigma Planning Corp
Michigan
– -$518K -21,559 Closed
WAM
448
Worth Asset Management
Texas
– -$505K -21,006 Closed
SCM
449
Saxony Capital Management
Missouri
– -$465K -19,349 Closed
MPW
450
MGO Private Wealth
California
– -$408K -16,956 Closed
15 16 17
18
19