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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$973M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
OPAM
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
451
Independent Advisor Alliance
North Carolina
– -$10.9M -466,400 Closed
CPW
452
Crestmont Private Wealth
Texas
– -$6.18M -263,214 Closed
FC
453
Fjell Capital
North Dakota
– -$2.99M -127,466 Closed
JWCA
454
J.W. Cole Advisors
Florida
– -$2.06M -87,983 Closed
DIM
455
Delta Investment Management
California
– -$1.44M -61,542 Closed
CFGS
456
Concourse Financial Group Securities
Alabama
– -$823K -34,649 Closed
HOWA
457
Heritage Oak Wealth Advisors
Florida
– -$812K -34,595 Closed
MWA
458
Midland Wealth Advisors
Illinois
– -$736K -31,376 Closed
Jane Street
459
Jane Street
New York
– -$419K -17,868 Closed
BAM
460
Belpointe Asset Management
Nevada
– -$393K -16,532 Closed
SL
461
SWMG LLC
Texas
– -$377K -15,895 Closed
GVCM
462
Global View Capital Management
Wisconsin
– -$318K -13,499 Closed
EP
463
Essential Planning
New Hampshire
– -$314K -13,240 Closed
Mercer Global Advisors
464
Mercer Global Advisors
Colorado
– -$304K -12,951 Closed
CAP
465
Columbia Advisory Partners
Washington
– -$302K -12,878 Closed
KPWS
466
Kestra Private Wealth Services
Texas
– -$255K -10,872 Closed
MA
467
MONECO Advisors
Connecticut
– -$237K -10,102 Closed
NG
468
Novem Group
New York
– -$229K -9,746 Closed
FFN
469
Focus Financial Network
Minnesota
– -$206K -8,757 Closed
WCFA
470
Walkner Condon Financial Advisors
Wisconsin
– -$202K -8,590 Closed
PFT
471
Providence First Trust
Arizona
– -$46.9K -2,000 Closed
ANBT
472
American National Bank & Trust
Texas
– -$46.9K -2,000 Closed
Bank Julius Baer & Co
473
Bank Julius Baer & Co
Switzerland
– -$46.9K -1,812 Closed
KIM
474
Kestra Investment Management
Texas
– -$31K -1,322 Closed
MSS
475
Mitchell Sinkler & Starr
Pennsylvania
– -$18.8K -800 Closed
16 17 18
19
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