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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CE
26
Cornerstone Enterprises
Wisconsin
$25.1M 1,081,151 +293,206 +37%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$23M 990,302 -355,612 -26%
State Street
28
State Street
Massachusetts
$22.8M 982,001 +902,001 +1,128%
SAG
29
SageView Advisory Group
California
– – – –
Barclays
30
Barclays
United Kingdom
$22.1M 951,010 +442,191 +87%
American Century Companies
31
American Century Companies
Missouri
$21.6M 928,578 +811,333 +692%
RH
32
RFG Holdings
Texas
$20M 860,975 +860,975 New
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$18.9M 814,334 +43,878 +6%
WJA
34
Willis Johnson & Associates
Texas
$18.4M 792,764 +24,203 +3%
SPWG
35
Syntegra Private Wealth Group
Missouri
$18.2M 784,989 +16,502 +2%
B
36
Bensler
Washington
$17.3M 744,900 +128,851 +21%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$16M 690,144 +28,685 +4%
DAS
38
Diversify Advisory Services
Utah
$15.9M 682,103 -35,934 -5%
OCM
39
One Capital Management
California
$15.5M 668,117 +9,996 +2%
HP
40
Hilltop Partners
Indiana
$15.3M 659,735 +129,795 +24%
AssetMark Inc
41
AssetMark Inc
California
$14.7M 632,676 +107,697 +21%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$14.7M 631,339 +3,490 +0.6%
CA
43
Clearstead Advisors
Ohio
$14.5M 622,138 +620,577 +39,755%
Osaic Holdings
44
Osaic Holdings
Arizona
$13.9M 598,301 -225,719 -27%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$13.6M 587,153 +40,006 +7%
Renaissance Technologies
46
Renaissance Technologies
New York
$12.5M 539,600 +179,700 +50%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$11.7M 503,065 -584,976 -54%
Truist Financial
48
Truist Financial
North Carolina
$10.9M 469,226 +56,745 +14%
MML Investors Services
49
MML Investors Services
Massachusetts
$10.5M 454,114 +19,003 +4%
NC
50
NewSquare Capital
Pennsylvania
$9.91M 426,741 +9,942 +2%
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