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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TNBTD
76
Trustmark National Bank Trust Department
Mississippi
$6.22M 258,500 +28,500 +12%
Mariner
77
Mariner
Kansas
$6.19M 257,313 +110,662 +75%
NA
78
NewEdge Advisors
Louisiana
$6.19M 257,270 +46,413 +22%
HF
79
HRT Financial
New York
$6.07M 252,558 -61,550 -20%
CPW
80
Crestmont Private Wealth
Texas
$6.07M 252,448 +17,234 +7%
OBWG
81
Onyx Bridge Wealth Group
New York
$6.05M 251,661 +251,661 New
EH
82
Equitable Holdings
New York
$6.04M 251,251 -1,106 -0.4%
G
83
GenTrust
Florida
$5.75M 239,042 -19,474 -8%
AA
84
Aire Advisors
California
$5.62M 233,676 -17,394 -7%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$5.46M 226,784 +28,039 +14%
JPMorgan Chase & Co
86
JPMorgan Chase & Co
New York
$5.39M 224,311 +198,457 +768%
SF
87
SWP Financial
California
$5.34M 222,178 +222,178 New
DWM
88
Diversify Wealth Management
Utah
$5.34M 225,362 +32,693 +17%
MOS
89
MGO One Seven
Ohio
$5.21M 216,769 +78,516 +57%
SMM
90
Stadion Money Management
Georgia
$5M 209,253 +21,027 +11%
ZIM
91
Zacks Investment Management
Illinois
$4.9M 203,737 +120,249 +144%
AWS
92
Atria Wealth Solutions
New York
$4.85M 201,535 +72,505 +56%
IPW
93
Impact Partnership Wealth
Georgia
$4.73M 196,864 +71,043 +56%
FHA
94
Flagship Harbor Advisors
Massachusetts
$4.68M 194,656 +194,656 New
AWM
95
AE Wealth Management
Kansas
$4.63M 192,700 +21,479 +13%
FAG
96
Financial Architects (Georgia)
Georgia
$4.58M 190,305 +3,620 +2%
FCA
97
FLC Capital Advisors
California
$4.49M 186,553 +7,784 +4%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$4.39M 182,459 +20,177 +12%
SA
99
Sanctuary Advisors
Indiana
$4.37M 183,892 +33,053 +22%
BIG
100
Bush Investment Group
Georgia
$3.93M 163,613 +4,358 +3%
2 3
4
5 6