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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
RWM
76
Revisor Wealth Management
Ohio
$3.16M 135,034 +49,349 +58%
RL
77
Rogco LP
Oklahoma
$3.12M 133,175 +133,175 New
PWM
78
Perigon Wealth Management
California
$3.06M 130,314 +59,072 +83%
Citigroup
79
Citigroup
New York
$2.97M 126,732 +33,797 +36%
ISB
80
Iowa State Bank
Iowa
$2.89M 123,196 +19,593 +19%
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$2.84M 120,835 -116,361 -49%
MWM
82
McNaughton Wealth Management
California
$2.83M 120,454 +5,075 +4%
CA
83
Cetera Advisors
Colorado
$2.81M 119,659 +6,638 +6%
CG
84
Cynosure Group
Utah
$2.81M 119,736 +8,153 +7%
AI
85
Arvest Investments
Arkansas
$2.78M 118,532 +9,983 +9%
American Century Companies
86
American Century Companies
Missouri
$2.75M 117,245 – –
MA
87
MCF Advisors
Kentucky
$2.72M 116,044 -1,669 -1%
RA
88
RFG Advisory
Alabama
$2.68M 114,089 +1,985 +2%
LEFP
89
Leading Edge Financial Planning
Tennessee
$2.66M 113,479 +30,385 +37%
SA
90
Sunesis Advisors
Kansas
$2.66M 113,434 +32,395 +40%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$2.63M 111,893 -33,508 -23%
AP
92
Appleton Partners
Massachusetts
$2.56M 109,045 +3,623 +3%
HAG
93
HF Advisory Group
Maryland
$2.53M 107,632 +4,163 +4%
CFA
94
Cahill Financial Advisors
Minnesota
$2.51M 107,153 -31,514 -23%
SCM
95
Sterneck Capital Management
Missouri
$2.4M 102,316 +8,380 +9%
PAG
96
Private Advisor Group
New Jersey
$2.32M 98,849 -50,299 -34%
AWM
97
Avior Wealth Management
Nebraska
$2.3M 97,941 -124,474 -56%
ZIM
98
Zacks Investment Management
Illinois
$2.03M 86,671 +86,671 New
5SA
99
5th Street Advisors
Connecticut
$2.02M 86,272 +86,272 New
NF
100
Nikulski Financial
Iowa
$1.95M 83,306 +1,831 +2%
2 3
4
5 6