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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
DIP
51
DT Investment Partners
Pennsylvania
$9.91M 426,474 +345,749 +428%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$8.58M 369,239 -55,225 -13%
HFS
53
Horizon Financial Services
North Carolina
$8M 344,594 +4,535 +1%
JFG
54
Jefferies Financial Group
New York
$7.71M 331,899 -864,383 -72%
AAMC
55
Asset Allocation & Management Company
Illinois
$7.34M 315,900 +21,500 +7%
HF
56
HRT Financial
New York
$7.3M 314,108 +304,248 +3,086%
KAS
57
Kestra Advisory Services
Texas
$7.18M 309,139 +290,678 +1,575%
HPFG
58
Hart & Patterson Financial Group
Massachusetts
$7.16M 308,400 +3,550 +1%
RJA
59
Raymond James & Associates
Florida
$6.89M 296,617 +31,724 +12%
5SA
60
5th Street Advisors
Connecticut
$6.6M 284,249 +197,977 +229%
HIS
61
Horizon Investment Services
Indiana
$6.55M 282,121 +117,024 +71%
WCM
62
Winthrop Capital Management
Indiana
$6.46M 278,036 +2,611 +0.9%
FFA
63
Farther Finance Advisors
California
$6.27M 272,219 +80,943 +42%
SFP
64
Strategic Financial Planning
Texas
$6.06M 261,034 +13,786 +6%
G
65
GenTrust
Florida
$6.01M 258,516 +41,498 +19%
EH
66
Equitable Holdings
New York
$5.86M 252,357 -1,554 -0.6%
PMG
67
ProVise Management Group
Florida
$5.84M 251,391 +8,708 +4%
UBS Group
68
UBS Group
Switzerland
$5.8M 249,532 +13,592 +6%
AA
69
Aire Advisors
California
$5.78M 251,070 -507 -0.2%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48M 235,789 +2,457 +1%
CPW
71
Crestmont Private Wealth
Texas
$5.46M 235,214 -12,769 -5%
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$5.34M 230,000 +20,000 +10%
Stifel Financial
73
Stifel Financial
Missouri
$5.11M 219,892 +4,342 +2%
NA
74
NewEdge Advisors
Louisiana
$4.9M 210,857 +56,458 +37%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$4.63M 199,265 +199,265 New
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