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
WA
451
Waverly Advisors
Alabama
$99K +$100K +4,246 New
AG
452
AmeriFlex Group
Nevada
$98.8K -$143K -6,045 -59%
CI
453
CX Institutional
Indiana
$98K +$1.16K +49 +1%
AF
454
Allworth Financial
California
$97.5K +$45.2K +1,914 +84%
GBT
455
Grove Bank & Trust
Florida
$96.4K
GWS
456
Greykasell Wealth Strategies
California
$81.9K +$71 +3 +0.1%
PF
457
PlanVest Financial
Maryland
$78K +$78.9K +3,344 New
AWM
458
Activest Wealth Management
Florida
$74.6K +$75.5K +3,200 New
MCM
459
MAI Capital Management
Ohio
$66.3K -$2.52K -107 -4%
CFG
460
Chapman Financial Group
Hawaii
$53.7K +$94 +4 +0.2%
BFPW
461
BOK Financial Private Wealth
Colorado
$52K -$307 -13 -0.6%
IA
462
IFG Advisory
Georgia
$51.9K +$52.5K +2,224 New
Simplex Trading
463
Simplex Trading
Illinois
$51.1K +$51.8K +2,193 New
ECA
464
Elevated Capital Advisors
Utah
$51.1K -$14.8K -629 -22%
HR
465
Howe & Rusling
New York
$50.8K -$2.62K -111 -5%
GSWM
466
Golden State Wealth Management
California
$44K +$6.09K +258 +16%
CAM
467
Clarity Asset Management
Iowa
$44K +$44.5K +1,887 New
SWM
468
Spire Wealth Management
Virginia
$42K
TWC
469
TD Waterhouse Canada
Ontario, Canada
$42K +$236 +10 +0.6%
SEP
470
Signature Equity Partners
Ohio
$41.3K
PWA
471
Physician Wealth Advisors
Utah
$41.1K +$14.7K +623 +55%
OSAM
472
O'Shaughnessy Asset Management
Connecticut
$38.9K -$4.53K -192 -10%
MFP
473
Meramec Financial Planners
Missouri
$36.6K
PTC
474
Private Trust Company
Ohio
$36K +$24.6K +1,044 +209%
HCM
475
Hollencrest Capital Management
California
$31.8K

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.