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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
Russell Investments Group
526
Russell Investments Group
United Kingdom
$90 +$94 +4 New
BNP Paribas Financial Markets
527
BNP Paribas Financial Markets
France
$47 -$7.03M -297,840 -100%
NIM
528
NEOS Investment Management
Connecticut
-$60.9M -2,574,955 Closed
TC
529
Toews Corporation
New Jersey
-$39.2M -1,655,700 Closed
Principal Financial Group
530
Principal Financial Group
Iowa
-$25.8M -1,088,550 Closed
DF
531
Donoghue Forlines
Massachusetts
-$25.7M -1,084,667 Closed
RA
532
Rational Advisors
New York
-$23.7M -1,002,765 Closed
Jane Street
533
Jane Street
New York
-$8.46M -357,461 Closed
G
534
GenTrust
Florida
-$6.74M -284,810 Closed
TRCT
535
Tower Research Capital (TRC)
New York
-$6.37M -269,231 Closed
OMC
536
Old Mission Capital
Illinois
-$5.6M -236,660 Closed
LHA
537
Little Harbor Advisors
Massachusetts
-$5.26M -222,386 Closed
FA
538
FSA Advisors
Michigan
-$202K -188,795 Closed
HOWA
539
Heritage Oak Wealth Advisors
Florida
-$2.49M -105,098 Closed
SCA
540
SMH Capital Advisors
Texas
-$2.38M -100,675 Closed
CCA
541
Catalyst Capital Advisors
New York
-$2.37M -100,000 Closed
TSS
542
Two Sigma Securities
New York
-$1.88M -79,486 Closed
Schroder Investment Management Group
543
Schroder Investment Management Group
United Kingdom
-$1.44M -60,606 Closed
TWP
544
Tempus Wealth Planning
California
-$1.43M -60,468 Closed
SFP
545
Strategic Financial Planning
Texas
-$1.31M -54,972 Closed
GC
546
GatePass Capital
Ohio
-$1.23M -51,800 Closed
FMI
547
F/M Investments
District of Columbia
-$1.02M -43,302 Closed
Susquehanna International Group
548
Susquehanna International Group
Pennsylvania
-$899K -38,093 Closed
TC
549
Trilogy Capital
California
-$890K -37,600 Closed
GPI
550
General Partner Inc
Pennsylvania
-$615K -26,000 Closed

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.