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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
JP Morgan Chase
26
JP Morgan Chase
New York
$48.7M +$14.3M +608,047 +41%
ETC
27
Exchange Traded Concepts
Oklahoma
$42M +$2.24M +94,961 +6%
BF
28
BOK Financial
Oklahoma
$40.8M +$5.09M +215,618 +14%
MIM
29
MetLife Investment Management
New Jersey
$39.1M +$39.5M +1,674,673 New
CE
30
Cornerstone Enterprises
Wisconsin
$38.6M -$411K -17,422 -1%
AC
31
Apella Capital
Connecticut
$36.8M +$8.85M +375,037 +32%
State of New Jersey Common Pension Fund D
32
State of New Jersey Common Pension Fund D
New Jersey
$36.5M -$47.2M -2,000,000 -56%
BEI
33
Benjamin Edwards Inc
Missouri
$35.2M +$7.44M +315,416 +26%
Goldman Sachs
34
Goldman Sachs
New York
$34.6M +$989K +41,909 +3%
ISB
35
Iowa State Bank
Iowa
$32.5M +$18.8M +796,051 +133%
AssetMark Inc
36
AssetMark Inc
California
$31.9M +$3.82M +161,858 +13%
UBS Group
37
UBS Group
Switzerland
$31.9M +$10M +423,638 +45%
SAG
38
SageView Advisory Group
California
$30.8M -$2.9M -122,857 -9%
CFG
39
CNO Financial Group
Indiana
$29.8M
Osaic Holdings
40
Osaic Holdings
Arizona
$29.8M +$5.1M +216,167 +20%
DWM
41
Diversify Wealth Management
Utah
$27.7M +$12.6M +534,024 +83%
Allspring Global Investments
42
Allspring Global Investments
North Carolina
$27.2M
Franklin Resources
43
Franklin Resources
California
$26.8M +$1.32M +56,124 +5%
HI
44
Horizon Investments
North Carolina
$26.8M +$1.01M +42,728 +3%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$26.1M +$2.81M +119,275 +12%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$25M +$700K +29,651 +3%
MAM
47
Madison Asset Management
Wisconsin
$25M -$1.38M -58,500 -5%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$24.7M +$700K +29,676 +3%
State Street
49
State Street
Massachusetts
$23.9M -$6.29M -266,602 -21%
CI
50
Conning Inc
Connecticut
$23.9M +$10.9M +463,548 +83%

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.