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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WC
51
Waterloo Capital
Texas
$2.97M 132,425 +132,425 New
PAG
52
Private Advisor Group
New Jersey
$2.74M 122,027 +1,452 +1%
OFS
53
OneAscent Financial Services
Alabama
$2.67M 119,238 +119,238 New
Stifel Financial
54
Stifel Financial
Missouri
$2.61M 116,331 +5,538 +5%
SFPG
55
Stonebridge Financial Planning Group
Florida
$2.52M 112,228 -5,705 -5%
MWM
56
McNaughton Wealth Management
California
$2.46M 109,752 +60,805 +124%
HIS
57
Horizon Investment Services
Indiana
$2.37M 105,526 -19,216 -15%
RJA
58
Raymond James & Associates
Florida
$2.34M 104,553 +9,235 +10%
HAG
59
HF Advisory Group
Maryland
$2.29M 101,959 +7,304 +8%
JFG
60
Jefferies Financial Group
New York
$2.24M 99,800 -43,874 -31%
ISB
61
Iowa State Bank
Iowa
$2.19M 97,903 +5,600 +6%
Citigroup
62
Citigroup
New York
$2.1M 93,565 +40,789 +77%
EH
63
Equitable Holdings
New York
$2.04M 91,027 -2,818 -3%
Mariner
64
Mariner
Kansas
$1.92M 85,480 +14,887 +21%
State Street
65
State Street
Massachusetts
$1.91M 85,000 -4,500 -5%
HighTower Advisors
66
HighTower Advisors
Illinois
$1.9M 84,551 +29,140 +53%
Citadel Advisors
67
Citadel Advisors
Florida
$1.82M 81,219 +81,219 New
FHA
68
Flagship Harbor Advisors
Massachusetts
$1.81M 80,804 +4,111 +5%
RWM
69
Revisor Wealth Management
Ohio
$1.8M 80,273 +41,540 +107%
NF
70
Nikulski Financial
Iowa
$1.77M 79,125 +1,910 +2%
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$1.73M 77,222 +34,600 +81%
CA
72
Cetera Advisors
Colorado
$1.73M 77,090 -5,553 -7%
SSWM
73
Sheets Smith Wealth Management
North Carolina
$1.67M 74,318 +1,241 +2%
SAG
74
SageView Advisory Group
California
$1.49M 66,322 +18,297 +38%
RA
75
RFG Advisory
Alabama
$1.48M 65,954 +34,701 +111%
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