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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HP
26
Hilltop Partners
Indiana
$15.4M 659,139 +148,528 +29%
OCM
27
One Capital Management
California
$15.1M 644,309 -48,861 -7%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$14.6M 623,036 -41,888 -6%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$13.6M 581,103 +34,695 +6%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$13.3M 569,187 +569,187 New
CAN
31
Cetera Advisor Networks
California
$12.3M 524,494 -36,250 -6%
CAI
32
Capital Advisors Inc
Oklahoma
$11.5M 493,056 -20,256 -4%
B
33
Bensler
Washington
$11.2M 477,273 +109,924 +30%
Truist Financial
34
Truist Financial
North Carolina
$10.8M 463,177 +440,314 +1,926%
Osaic Holdings
35
Osaic Holdings
Arizona
$10.5M 447,243 +1,703 +0.4%
BF
36
BOK Financial
Oklahoma
$10.4M 446,619 +446,619 New
NC
37
NewSquare Capital
Pennsylvania
$9.86M 421,610 -2,444 -0.6%
MML Investors Services
38
MML Investors Services
Massachusetts
$9.68M 413,848 -42,125 -9%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$9.35M 400,000 +400,000 New
VAS
40
Vestmark Advisory Solutions
Massachusetts
$9.11M 389,682 +389,682 New
HPFG
41
Hart & Patterson Financial Group
Massachusetts
$8.88M 379,688 +379,688 New
AWM
42
AE Wealth Management
Kansas
$7.36M 313,859 +160,833 +105%
PMG
43
ProVise Management Group
Florida
$7.18M 307,213 -3,734 -1%
UBS AM
44
UBS AM
Illinois
$7.15M 306,000 +306,000 New
AAMC
45
Asset Allocation & Management Company
Illinois
$6.88M 294,400 +294,400 New
SMM
46
Stadion Money Management
Georgia
$6.49M 277,629 +13,590 +5%
Renaissance Technologies
47
Renaissance Technologies
New York
$6.41M 274,100 +211,200 +336%
WCM
48
Winthrop Capital Management
Indiana
$6.3M 269,322 +269,322 New
RJFSA
49
Raymond James Financial Services Advisors
Florida
$6.01M 257,206 -13,871 -5%
CPW
50
Crestmont Private Wealth
Texas
$5.98M 255,612 +255,612 New
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