We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

555 hedge funds and large institutions have $7.48B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 306 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 120

126% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 34

35% more call options, than puts

Call options by funds: $413K | Put options by funds: $307K

15% more capital invested

Capital invested by funds: $6.53B → $7.48B (+$949M)

5% more funds holding

Funds holding: 527555 (+28)

2.79% more ownership

Funds ownership: 63.21%66% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

Holders
555
Holders Change
+28
Holders Change %
+5.31%
% of All Funds
6.72%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
77
Increased
306
Reduced
120
Closed
34
Calls
$413K
Puts
$307K
Net Calls
+$106K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$149K +$110K +4,686 +281%
SA
477
Strategic Advocates
Utah
$146K +$7.01K +299 +5%
RIA
478
Realta Investment Advisors
Delaware
$136K -$4.64K -198 -3%
FCAS
479
First Command Advisory Services
Texas
$134K +$133K +5,697 New
AF
480
Allworth Financial
California
$131K +$33.4K +1,427 +34%
RG
481
RHL Group
Michigan
$117K +$119K +5,095 New
SFS
482
Sunrise Financial Services
Washington
$116K -$6.3K -269 -5%
TFM
483
TFC Financial Management
Massachusetts
$113K +$113K +4,836 New
SGFG
484
Silver Grove Financial Group
New York
$110K +$4.5K +192 +4%
SIM
485
Synergy Investment Management
Florida
$108K +$109K +4,663 New
BGA
486
Battery Global Advisors
Massachusetts
$108K
SG Americas Securities
487
SG Americas Securities
New York
$102K +$102K +4,371 New
KFP
488
Kerr Financial Planning
California
$90.6K +$90.5K +3,864 New
PF
489
PlanVest Financial
Maryland
$86.4K +$7.97K +340 +10%
CI
490
CX Institutional
Indiana
$76K -$22.4K -957 -23%
AWM
491
Activest Wealth Management
Florida
$75K
TCOV
492
Trust Company of Vermont
Vermont
$73.3K +$73.3K +3,127 New
IA
493
IFG Advisory
Georgia
$56.9K +$4.76K +203 +9%
CFG
494
Chapman Financial Group
Hawaii
$54.1K +$187 +8 +0.3%
BFPW
495
BOK Financial Private Wealth
Colorado
$51.8K -$445 -19 -0.9%
HR
496
Howe & Rusling
New York
$51.1K
PCA
497
Providence Capital Advisors
North Carolina
$50.4K +$50.4K +2,150 New
RDFA
498
Ritter Daniher Financial Advisory
Ohio
$49.5K +$55.1K +2,350 New
IAS
499
IMA Advisory Services
Colorado
$49.2K +$49.2K +2,100 New
AG
500
AmeriFlex Group
Nevada
$47.3K -$52K -2,221 -52%

SPHY Hedge Fund Activity: Q2 2026 in Review

555 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q2 2026, worth a combined $7.48B — up 15% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPHY positions and 34 closed out — a net gain of 43 holders — while 306 added to existing stakes and 120 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $196M. The largest seller was 49 Wealth Management, cutting an estimated $46.3M.

  • 555 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q2 2026, up from 527 in Q1 2026.
  • Funds reported $7.48B of State Street SPDR Portfolio High Yield Bond ETF stock for Q2 2026, up 15% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q2 2026 and 34 closed out, a net change of +43 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q2 2026 was Elo Mutual Pension Insurance, an estimated $196M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q2 2026 was 49 Wealth Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q2 2026.