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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AAMC
51
Asset Allocation & Management Company
Illinois
$6.91M 294,400 – –
WCM
52
Winthrop Capital Management
Indiana
$6.46M 275,425 +6,103 +2%
SMM
53
Stadion Money Management
Georgia
$6.44M 276,199 -1,430 -0.5%
RJA
54
Raymond James & Associates
Florida
$6.21M 264,893 +21,875 +9%
EH
55
Equitable Holdings
New York
$5.96M 253,911 +22,143 +10%
AA
56
Aire Advisors
California
$5.9M 251,577 -2,709 -1%
WC
57
Waterloo Capital
Texas
$5.84M 249,049 +168,582 +210%
CPW
58
Crestmont Private Wealth
Texas
$5.82M 247,983 -7,629 -3%
SFP
59
Strategic Financial Planning
Texas
$5.8M 247,248 +4,675 +2%
FHA
60
Flagship Harbor Advisors
Massachusetts
$5.79M 246,916 +166,279 +206%
PMG
61
ProVise Management Group
Florida
$5.69M 242,683 -64,530 -21%
UBS Group
62
UBS Group
Switzerland
$5.54M 235,940 +100,117 +74%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.47M 233,332 -1,617 -0.7%
G
64
GenTrust
Florida
$5.09M 217,018 +217,018 New
Stifel Financial
65
Stifel Financial
Missouri
$5.06M 215,550 +89,692 +71%
TNBTD
66
Trustmark National Bank Trust Department
Mississippi
$4.93M 210,000 – –
HI
67
Horizon Investments
North Carolina
$4.48M 190,919 +72 +0%
FFA
68
Farther Finance Advisors
California
$4.44M 191,276 +47,540 +33%
FAG
69
Financial Architects (Georgia)
Georgia
$4.2M 179,030 +10,500 +6%
HIS
70
Horizon Investment Services
Indiana
$3.87M 165,097 +44,814 +37%
RJFSA
71
Raymond James Financial Services Advisors
Florida
$3.84M 163,859 -93,347 -36%
Mariner
72
Mariner
Kansas
$3.62M 154,464 +55,158 +56%
NA
73
NewEdge Advisors
Louisiana
$3.62M 154,399 +45,851 +42%
AWM
74
AE Wealth Management
Kansas
$3.28M 139,915 -173,944 -55%
FCA
75
FLC Capital Advisors
California
$3.16M 134,841 +1,533 +1%
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