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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
76
Renaissance Technologies
New York
$1.41M 62,900 -22,300 -26%
FM
77
Foster & Motley
Ohio
$1.4M 62,567 +12,022 +24%
CFA
78
Cahill Financial Advisors
Minnesota
$1.38M 61,604 +1,056 +2%
FW
79
FirstPurpose Wealth
Utah
$1.28M 56,980 +35,301 +163%
WWA
80
WCG Wealth Advisors
Nevada
$1.26M 55,194 +457 +0.8%
CF
81
Centaurus Financial
California
$1.22M 54,595 +4,194 +8%
KWS
82
Keystone Wealth Services
California
$1.22M 54,448 +2,388 +5%
GRP
83
Global Retirement Partners
California
$1.21M 54,770 +34,089 +165%
FFA
84
Farther Finance Advisors
California
$1.2M 53,692 +53,692 New
AAG
85
Armstrong Advisory Group
Massachusetts
$1.12M 50,119 +4,924 +11%
ERSOT
86
Employees Retirement System of Texas
Texas
– – – –
NA
87
NewEdge Advisors
Louisiana
$1.12M 49,995 +5,869 +13%
CFD
88
Creative Financial Designs
Indiana
$1.07M 47,600 +61 +0.1%
WS
89
Wedbush Securities
California
$1.06M 47,343 -7 -0%
DIM
90
Delta Investment Management
California
$1.02M 45,379 +45,379 New
TC
91
Trilogy Capital
California
$799K 35,621 +3,863 +12%
CWM
92
Collaborative Wealth Management
Florida
$784K 34,980 +8,047 +30%
TPA
93
Trivium Point Advisory
Connecticut
$770K 35,074 +35,074 New
IC
94
Inscription Capital
Texas
$737K 32,874 +897 +3%
SW
95
SVB Wealth
Massachusetts
$723K 32,249 -11,278 -26%
PFO
96
Pathstone Family Office
New Jersey
$673K 30,000 +30,000 New
UWM
97
USAdvisors Wealth Management
Minnesota
$671K 29,964 -469 -2%
GWSG
98
GPS Wealth Strategies Group
Colorado
$649K 28,953 -1,293 -4%
SS
99
Simplicity Solutions
Minnesota
$641K 28,588 +8,235 +40%
WP
100
WealthPLAN Partners
Nebraska
$636K 28,358 -1,371 -5%
2 3
4
5 6