We are live on ! Find out more
SPHY icon

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
MBFW
426
Morton Brown Family Wealth
Pennsylvania
$205K +$2.41K +102 +1%
ANTB
427
AMG National Trust Bank
Colorado
$204K
PFO
428
PMG Family Office
Texas
$203K +$206K +8,717 New
PIA
429
Perennial Investment Advisors
California
$203K -$11K -465 -5%
FFS
430
Founders Financial Securities
Maryland
$202K +$1.51K +64 +0.8%
MA
431
MONECO Advisors
Connecticut
$200K -$13.4K -567 -6%
ANBT
432
American National Bank & Trust
Texas
$187K
AAP
433
Arax Advisory Partners
Colorado
$177K +$125K +5,291 +235%
SS
434
Sunbelt Securities
Texas
$174K +$1.16K +49 +0.7%
CYG
435
Clean Yield Group
Vermont
$172K +$174K +7,364 New
TCM
436
Triumph Capital Management
Colorado
$170K +$81.9K +3,470 +90%
WTC
437
WhitTier Trust Company
Nevada
$170K
IAAG
438
Innovative Asset Advisors Group
Connecticut
$169K +$172K +7,268 New
CA
439
CoreCap Advisors
Michigan
$166K +$57.3K +2,429 +52%
DSC
440
Duncker Streett & Co
Missouri
$160K +$53.4K +2,263 +49%
IAIM
441
International Assets Investment Management
Florida
$156K -$16.1K -683 -9%
RIA
442
Realta Investment Advisors
Delaware
$140K -$14.3K -605 -9%
SA
443
Strategic Advocates
Utah
$138K +$140K +5,924 New
FFA
444
Founders Financial Alliance
North Carolina
$123K -$4.29K -182 -3%
SFS
445
Sunrise Financial Services
Washington
$121K -$96.8K -4,104 -44%
WOSD
446
WFA of San Diego
California
$108K
AF
447
Advisornet Financial
Minnesota
$108K
BGA
448
Battery Global Advisors
Massachusetts
$107K
BAM
449
Byrne Asset Management
New Jersey
$106K +$149K +6,298 New
SGFG
450
Silver Grove Financial Group
New York
$105K +$4.81K +204 +5%

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.