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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$11.5M 478,935 +478,935 New
Truist Financial
52
Truist Financial
North Carolina
$11.2M 467,080 -2,146 -0.5%
AAMC
53
Asset Allocation & Management Company
Illinois
$10.9M 454,709 +138,809 +44%
NC
54
NewSquare Capital
Pennsylvania
$10.8M 450,116 +23,375 +5%
DIP
55
DT Investment Partners
Pennsylvania
$10.5M 438,114 +11,640 +3%
FFA
56
Farther Finance Advisors
California
$10.4M 431,178 +158,959 +58%
WC
57
Waterloo Capital
Texas
$9.49M 394,773 +248,712 +170%
ISB
58
Iowa State Bank
Iowa
$8.89M 369,523 +241,422 +188%
5SA
59
5th Street Advisors
Connecticut
$8.73M 363,071 +78,822 +28%
HFS
60
Horizon Financial Services
North Carolina
$8.27M 344,009 -585 -0.2%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$8.27M 343,695 -25,544 -7%
State Street
62
State Street
Massachusetts
$8.06M 335,300 -646,701 -66%
IA
63
Inspire Advisors
Idaho
$7.75M 322,047 +322,047 New
HIS
64
Horizon Investment Services
Indiana
$7.69M 319,695 +37,574 +13%
Renaissance Technologies
65
Renaissance Technologies
New York
$7.61M 316,500 -223,100 -41%
PS
66
Principal Securities
Iowa
$7.5M 311,830 +282,942 +979%
HPFG
67
Hart & Patterson Financial Group
Massachusetts
$7.36M 306,078 -2,322 -0.8%
UBS AM
68
UBS AM
Illinois
$7.36M 306,000 +306,000 New
RJA
69
Raymond James & Associates
Florida
$7.17M 298,065 +1,448 +0.5%
OFG
70
Omega Financial Group
California
$7.1M 295,140 +295,140 New
UBS Group
71
UBS Group
Switzerland
$6.9M 287,079 +37,547 +15%
KAS
72
Kestra Advisory Services
Texas
$6.9M 286,963 -22,176 -7%
WCM
73
Winthrop Capital Management
Indiana
$6.68M 277,574 -462 -0.2%
SFP
74
Strategic Financial Planning
Texas
$6.58M 273,396 +12,362 +5%
PMG
75
ProVise Management Group
Florida
$6.39M 265,577 +14,186 +6%
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