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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
76
McNaughton Wealth Management
California
$2.7M 115,379 +5,627 +5%
CA
77
Cetera Advisors
Colorado
$2.64M 113,021 +35,931 +47%
RA
78
RFG Advisory
Alabama
$2.62M 112,104 +46,150 +70%
CG
79
Cynosure Group
Utah
$2.61M 111,583 -47,450 -30%
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$2.55M 109,251 +93,300 +585%
AI
81
Arvest Investments
Arkansas
$2.54M 108,549 +108,549 New
NA
82
NewEdge Advisors
Louisiana
$2.54M 108,548 +58,553 +117%
AP
83
Appleton Partners
Massachusetts
$2.47M 105,422 +105,422 New
ISB
84
Iowa State Bank
Iowa
$2.42M 103,603 +5,700 +6%
HAG
85
HF Advisory Group
Maryland
$2.42M 103,469 +1,510 +1%
CGF
86
Constant Guidance Financial
Massachusetts
$2.34M 100,164 +100,164 New
Mariner
87
Mariner
Kansas
$2.32M 99,306 +13,826 +16%
SYBT
88
Stock Yards Bank & Trust
Kentucky
$2.32M 99,220 +99,220 New
IPW
89
Impact Partnership Wealth
Georgia
$2.28M 97,685 +97,292 +24,756%
SCM
90
Sterneck Capital Management
Missouri
$2.2M 93,936 +93,936 New
Citigroup
91
Citigroup
New York
$2.17M 92,935 -630 -0.7%
HighTower Advisors
92
HighTower Advisors
Illinois
$2.14M 91,787 +7,236 +9%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$2.04M 87,430 +87,430 New
RWM
94
Revisor Wealth Management
Ohio
$2M 85,685 +5,412 +7%
LEFP
95
Leading Edge Financial Planning
Tennessee
$1.94M 83,094 +60,621 +270%
NF
96
Nikulski Financial
Iowa
$1.9M 81,475 +2,350 +3%
SA
97
Sunesis Advisors
Kansas
$1.89M 81,039 +81,039 New
FHA
98
Flagship Harbor Advisors
Massachusetts
$1.89M 80,637 -167 -0.2%
WC
99
Waterloo Capital
Texas
$1.88M 80,467 -51,958 -39%
State Street
100
State Street
Massachusetts
$1.87M 80,000 -5,000 -6%
2 3
4
5 6