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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AA
51
Aire Advisors
California
$5.95M 254,286 -19,255 -7%
AA
52
Advisory Alpha
Michigan
$5.78M 247,225 +238,193 +2,637%
RJA
53
Raymond James & Associates
Florida
$5.68M 243,018 +138,465 +132%
SFP
54
Strategic Financial Planning
Texas
$5.67M 242,573 +17,149 +8%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$5.55M 237,196 -296,917 -56%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.49M 234,949 +234,949 New
EH
57
Equitable Holdings
New York
$5.42M 231,768 +140,741 +155%
AWM
58
Avior Wealth Management
Nebraska
$5.2M 222,415 +204,959 +1,174%
US Bancorp
59
US Bancorp
Minnesota
$5.01M 214,390 -2,255 -1%
TNBTD
60
Trustmark National Bank Trust Department
Mississippi
$4.91M 210,000 +210,000 New
HI
61
Horizon Investments
North Carolina
$4.46M 190,847 +190,847 New
FAG
62
Financial Architects (Georgia)
Georgia
$3.94M 168,530 +168,530 New
SAG
63
SageView Advisory Group
California
– – -66,322 Closed
AWS
64
Atria Wealth Solutions
New York
$3.55M 151,861 +3,664 +2%
DI
65
DFPG Investments
Utah
$3.51M 151,061 +18,004 +14%
PAG
66
Private Advisor Group
New Jersey
$3.49M 149,148 +27,121 +22%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$3.4M 145,401 -6,421 -4%
FFA
68
Farther Finance Advisors
California
$3.36M 143,736 +90,044 +168%
CFA
69
Cahill Financial Advisors
Minnesota
$3.24M 138,667 +77,063 +125%
UBS Group
70
UBS Group
Switzerland
$3.18M 135,823 +128,604 +1,781%
FCA
71
FLC Capital Advisors
California
$3.12M 133,308 +133,308 New
Stifel Financial
72
Stifel Financial
Missouri
$2.94M 125,858 +9,527 +8%
HIS
73
Horizon Investment Services
Indiana
$2.81M 120,283 +14,757 +14%
MA
74
MCF Advisors
Kentucky
$2.75M 117,713 -54,447 -32%
American Century Companies
75
American Century Companies
Missouri
$2.74M 117,245 +117,245 New
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