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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$10.4M 462,783 +437,120 +1,703%
MML Investors Services
27
MML Investors Services
Massachusetts
$10.2M 455,973 +325,003 +248%
Osaic Holdings
28
Osaic Holdings
Arizona
$9.99M 445,540 +298,949 +204%
NC
29
NewSquare Capital
Pennsylvania
$9.51M 424,054 -3,481 -0.8%
B
30
Bensler
Washington
$8.24M 367,349 +200,603 +120%
Bank of America
31
Bank of America
North Carolina
$7.34M 327,553 +68,941 +27%
PMG
32
ProVise Management Group
Florida
$6.97M 310,947 +81,064 +35%
AA
33
Aire Advisors
California
$6.13M 273,541 +6,458 +2%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$6.08M 271,077 +149,318 +123%
SMM
35
Stadion Money Management
Georgia
$5.92M 264,039 -175,375 -40%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$5.4M 237,200 +237,200 New
SFP
37
Strategic Financial Planning
Texas
$5.05M 225,424 +11,559 +5%
US Bancorp
38
US Bancorp
Minnesota
$4.86M 216,645 +211,561 +4,161%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$4.69M 209,302 +59,993 +40%
RWA
40
Redhawk Wealth Advisors
Minnesota
$4.07M 181,444 +181,444 New
MA
41
MCF Advisors
Kentucky
$3.86M 172,160 +40,680 +31%
OL
42
Optas LLC
Texas
$3.66M 163,125 +129,753 +389%
SA
43
Shilanski & Associates
Alaska
$3.64M 162,487 +162,487 New
CG
44
Cynosure Group
Utah
$3.57M 159,033 +41,490 +35%
ME
45
McIlrath & Eck
Washington
$3.46M 154,252 +153,945 +50,145%
AWM
46
AE Wealth Management
Kansas
$3.43M 153,026 -74,995 -33%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.4M 151,822 -3,933 -3%
AWS
48
Atria Wealth Solutions
New York
$3.32M 148,197 +34,025 +30%
AI
49
Atria Investments
North Carolina
$3.17M 141,362 +141,362 New
DI
50
DFPG Investments
Utah
$2.97M 133,057 +79,412 +148%
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