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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$24.2M 1,031,662 +1,013,240 +5,500%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$19.4M 827,645 -675,619 -45%
Osaic Holdings
28
Osaic Holdings
Arizona
$19.3M 824,020 +376,777 +84%
CE
29
Cornerstone Enterprises
Wisconsin
$18.3M 787,945 +98,772 +14%
KBFS
30
Kohmann Bosshard Financial Services
Ohio
$18.1M 770,456 +65,482 +9%
WJA
31
Willis Johnson & Associates
Texas
$18M 768,561 +768,561 New
SPWG
32
Syntegra Private Wealth Group
Missouri
$18M 768,487 +13,806 +2%
DAS
33
Diversify Advisory Services
Utah
$16.7M 718,037 +718,037 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$15.5M 661,459 -63,530 -9%
OCM
35
One Capital Management
California
$15.4M 658,121 +13,812 +2%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$14.7M 627,849 +46,746 +8%
B
37
Bensler
Washington
$14.5M 616,049 +138,776 +29%
VOYA Investment Management
38
VOYA Investment Management
Georgia
$12.8M 547,147 -22,040 -4%
CAN
39
Cetera Advisor Networks
California
$12.6M 538,541 +14,047 +3%
HP
40
Hilltop Partners
Indiana
$12.4M 529,940 -129,199 -20%
AssetMark Inc
41
AssetMark Inc
California
$12.3M 524,979 +524,979 New
Barclays
42
Barclays
United Kingdom
$11.9M 508,819 +508,819 New
MML Investors Services
43
MML Investors Services
Massachusetts
$10.2M 435,111 +21,263 +5%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$9.96M 424,464 -198,572 -32%
NC
45
NewSquare Capital
Pennsylvania
$9.78M 416,799 -4,811 -1%
Truist Financial
46
Truist Financial
North Carolina
$9.68M 412,481 -50,696 -11%
Renaissance Technologies
47
Renaissance Technologies
New York
$8.44M 359,900 +85,800 +31%
HFS
48
Horizon Financial Services
North Carolina
$7.98M 340,059 +310,092 +1,035%
UBS AM
49
UBS AM
Illinois
$7.18M 306,000 – –
HPFG
50
Hart & Patterson Financial Group
Massachusetts
$7.15M 304,850 -74,838 -20%
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