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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFS
76
Horizon Financial Services
North Carolina
$8.13M 346,207 +2,198 +0.6%
DWM
77
Diversify Wealth Management
Utah
$7.75M 330,826 +105,464 +47%
HIS
78
Horizon Investment Services
Indiana
$7.59M 323,359 +3,664 +1%
UBS AM
79
UBS AM
Illinois
$7.59M 323,307 +17,307 +6%
OFG
80
Omega Financial Group
California
$7.48M 318,827 +23,687 +8%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$7.37M 313,992 +89,681 +40%
HPFG
82
Hart & Patterson Financial Group
Massachusetts
$7.36M 313,655 +7,577 +2%
NA
83
NewEdge Advisors
Louisiana
$6.86M 292,175 +34,905 +14%
UBS Group
84
UBS Group
Switzerland
$6.82M 290,669 +3,590 +1%
EH
85
Equitable Holdings
New York
$6.65M 283,183 +31,932 +13%
WCM
86
Winthrop Capital Management
Indiana
$6.64M 282,694 +5,120 +2%
SFP
87
Strategic Financial Planning
Texas
$6.63M 282,308 +8,912 +3%
AWM
88
AE Wealth Management
Kansas
$6.27M 267,108 +74,408 +39%
CPW
89
Crestmont Private Wealth
Texas
$6.18M 263,214 +10,766 +4%
PMG
90
ProVise Management Group
Florida
$6.11M 260,410 -5,167 -2%
TNBTD
91
Trustmark National Bank Trust Department
Mississippi
$6.07M 258,500 – –
AA
92
Aire Advisors
California
$6.07M 258,478 +24,802 +11%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$5.87M 250,244 +23,460 +10%
Neuberger Berman Group
94
Neuberger Berman Group
New York
$5.39M 229,615 -4,152,973 -95%
HI
95
Horizon Investments
North Carolina
$5.28M 292,992 +96,931 +49%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$5.22M 222,519 +210,074 +1,688%
Wealth Enhancement Advisory Services
97
Wealth Enhancement Advisory Services
Minnesota
$5.18M 220,812 +132,166 +149%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$5.13M 218,372 +218,372 New
IPW
99
Impact Partnership Wealth
Georgia
$4.87M 207,311 +10,447 +5%
ZIM
100
Zacks Investment Management
Illinois
$4.82M 205,489 +1,752 +0.9%
2 3
4
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