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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
FCT
501
First Community Trust
Iowa
$9.21K +$9.32K +395 New
TC
502
Truvestments Capital
Florida
$7.46K +$7.55K +320 New
CPG
503
Cornerstone Planning Group
New Jersey
$7.17K -$1.53K -65 -17%
RFS
504
Richardson Financial Services
Massachusetts
$6.37K +$142 +6 +2%
PK
505
Pflug Koory
Nebraska
$6.19K +$71 +3 +1%
BTI
506
Blue Trust Inc
Georgia
$5.85K -$5.36K -227 -47%
PSFG
507
Park Square Financial Group
Georgia
$5.83K +$5.9K +250 New
DJSG
508
D.J. St. Germain
Massachusetts
$5.35K +$47 +2 +0.9%
WWM
509
Wolff Wiese Magana
California
$5.34K
CTC
510
Central Trust Company
Missouri
$4.66K
EWM
511
Evolution Wealth Management
Florida
$4.29K
PWAM
512
Private Wealth Asset Management
Iowa
$3.78K
BLC
513
Brown, Lisle/Cummings
Rhode Island
$3.62K +$3.66K +155 New
HC
514
Hurley Capital
New York
$3.52K
KFG
515
Kingdom Financial Group
Arizona
$3.31K -$118 -5 -3%
LAS
516
Lloyd Advisory Services
Georgia
$3.31K +$3.35K +142 New
FGAM
517
Financial Gravity Asset Management
Texas
$3.15K
Q1WB
518
Quest 10 Wealth Builders
Virginia
$2.59K +$1.98K +84 +311%
TBFA
519
Three Bearings Fiduciary Advisors
New Hampshire
$2.45K
EB
520
Eastern Bank
Massachusetts
$2.26K +$2.29K +97 New
DWP
521
Destiny Wealth Partners
Florida
$2.05K +$2.08K +88 New
TLFA
522
True Link Financial Advisors
California
$1.98K +$2.01K +85 New
RFP
523
Root Financial Partners
California
$1.31K +$1.32K +56 New
T
524
Tidemark
California
$630
BH
525
Burk Holdings
Oklahoma
$93 +$94 +4 New

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.