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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$4.62M 198,745 +86,852 +78%
RIM
77
Redwood Investment Management
Arizona
$4.51M 194,134 +194,134 New
HI
78
Horizon Investments
North Carolina
$4.48M 192,813 +1,894 +1%
DWM
79
Diversify Wealth Management
Utah
$4.47M 192,669 +192,669 New
SMM
80
Stadion Money Management
Georgia
$4.34M 188,226 -87,973 -32%
FAG
81
Financial Architects (Georgia)
Georgia
$4.34M 186,685 +7,655 +4%
FCA
82
FLC Capital Advisors
California
$4.15M 178,769 +43,928 +33%
AWM
83
AE Wealth Management
Kansas
$3.98M 171,221 +31,306 +22%
RJFSA
84
Raymond James Financial Services Advisors
Florida
$3.77M 162,282 -1,577 -1%
BIG
85
Bush Investment Group
Georgia
$3.7M 159,255 +159,255 New
SA
86
Sanctuary Advisors
Indiana
$3.49M 150,839 +150,839 New
Mariner
87
Mariner
Kansas
$3.41M 146,651 -7,813 -5%
WC
88
Waterloo Capital
Texas
$3.39M 146,061 -102,988 -41%
RL
89
Rogco LP
Oklahoma
$3.33M 143,408 +10,233 +8%
MOS
90
MGO One Seven
Ohio
$3.21M 138,253 +127,986 +1,247%
PWM
91
Perigon Wealth Management
California
$3.19M 137,469 +7,155 +5%
Citigroup
92
Citigroup
New York
$3.19M 137,193 +10,461 +8%
AI
93
Arvest Investments
Arkansas
$3.05M 131,197 +12,665 +11%
MWM
94
McNaughton Wealth Management
California
$3.04M 130,725 +10,271 +9%
AWS
95
Atria Wealth Solutions
New York
$3M 129,030 +61,757 +92%
ISB
96
Iowa State Bank
Iowa
$2.98M 128,101 +4,905 +4%
IPW
97
Impact Partnership Wealth
Georgia
$2.92M 125,821 +49,021 +64%
SCM
98
Sterneck Capital Management
Missouri
$2.89M 124,290 +21,974 +21%
VAG
99
VisionPoint Advisory Group
Texas
$2.88M 123,774 +53,429 +76%
HOWA
100
Heritage Oak Wealth Advisors
Florida
$2.78M 119,620 +119,620 New
2 3
4
5 6