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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AAMC
51
Asset Allocation & Management Company
Illinois
$13.2M 562,709 +108,000 +24%
Raymond James Financial
52
Raymond James Financial
Florida
$13.1M 559,454 +559,454 New
IGAM
53
iA Global Asset Management
Quebec, Canada
$12.9M 550,000 +550,000 New
Truist Financial
54
Truist Financial
North Carolina
$12.9M 549,824 +82,744 +18%
BWP
55
BlueStem Wealth Partners
Minnesota
$12.6M 535,618 +535,618 New
IA
56
Inspire Advisors
Idaho
$12.1M 517,636 +195,589 +61%
CIM
57
Confluence Investment Management
Missouri
$11.6M 496,053 +17,118 +4%
FF
58
Financial Futures
New Jersey
$11.5M 490,879 +373,686 +319%
OIA
59
OneDigital Investment Advisors
Kansas
$11.3M 480,965 +469,521 +4,103%
DIP
60
DT Investment Partners
Pennsylvania
$11.2M 475,845 +37,731 +9%
IAA
61
Independent Advisor Alliance
North Carolina
$10.9M 466,400 +466,400 New
GVAG
62
Great Valley Advisor Group
Delaware
$10.7M 457,855 -50,487 -10%
MIA
63
Madison Investment Advisors
Wisconsin
$10.5M 446,102 +446,102 New
MAM
64
Madison Asset Management
Wisconsin
$10.5M 446,102 +446,102 New
NC
65
NewSquare Capital
Pennsylvania
$10.4M 445,232 -4,884 -1%
ISB
66
Iowa State Bank
Iowa
$10.2M 432,819 +63,296 +17%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$10M 421,512 +77,817 +23%
WC
68
Waterloo Capital
Texas
$9.6M 409,043 +14,270 +4%
CAG
69
Csenge Advisory Group
Florida
$9.56M 407,334 +355,349 +684%
PS
70
Principal Securities
Iowa
$9.47M 403,614 +91,784 +29%
5SA
71
5th Street Advisors
Connecticut
$8.76M 373,431 +10,360 +3%
AWS
72
Atria Wealth Solutions
New York
$8.61M 367,058 +165,523 +82%
ACM
73
AlphaStar Capital Management
North Carolina
$8.58M 365,423 +365,423 New
MOS
74
MGO One Seven
Ohio
$8.49M 361,642 +144,873 +67%
OBWG
75
Onyx Bridge Wealth Group
New York
$8.22M 350,326 +98,665 +39%
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