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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

445 hedge funds and large institutions have $6.06B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 125 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
5.97%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
63
Increased
219
Reduced
125
Closed
60
Calls
$881K
Puts
–
Net Calls
+$881K
Net Calls Change
+$793K

Top Buyers

1
GC
Grimes & Company
Massachusetts
$167M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
3
Principal Financial Group
Principal Financial Group
Iowa
$51.1M
4
TC
Toews Corporation
New Jersey
$23.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$61.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.1M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$672M
3
Ameriprise
Ameriprise
Minnesota
$154M
4
Stifel Financial
Stifel Financial
Missouri
$7.68M
5
Comerica Bank
Comerica Bank
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
76
Waterloo Capital
Texas
$8.37M -$842K -35,373 -9%
GVAG
77
Great Valley Advisor Group
Delaware
$8.16M -$2.25M -94,642 -22%
OBWG
78
Onyx Bridge Wealth Group
New York
$8.14M -$4.88M -205,023 -37%
NA
79
NewEdge Advisors
Louisiana
$8.1M +$420K +17,658 +5%
OFG
80
Omega Financial Group
California
$7.99M +$4.09K +172 +0.1%
HIS
81
Horizon Investment Services
Indiana
$7.93M -$358K -15,053 -4%
Stifel Financial
82
Stifel Financial
Missouri
$7.68M -$38.7M -1,624,244 -83%
EH
83
Equitable Holdings
New York
$7.45M +$503K +21,152 +7%
UBS Group
84
UBS Group
Switzerland
$7.42M +$139K +5,821 +2%
AWM
85
AE Wealth Management
Kansas
$7.38M +$736K +30,938 +11%
UBS AM
86
UBS AM
Illinois
$7.3M – – –
AI
87
Atria Investments
North Carolina
$7.3M +$6.08M +255,261 +498%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$7.14M +$7.14M +300,000 New
PMG
89
ProVise Management Group
Florida
$6.85M -$121K -5,092 -2%
DAS
90
Diversify Advisory Services
Utah
$6.66M +$1.64M +69,443 +33%
WCM
91
Winthrop Capital Management
Indiana
$6.57M -$416K -17,493 -6%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$6.55M +$484K +20,348 +8%
FLA
93
Financial Life Advisors
Texas
$6.37M +$1.83M +76,849 +40%
TNBTD
94
Trustmark National Bank Trust Department
Mississippi
$6.15M – – –
AA
95
Aire Advisors
California
$6.12M -$78.8K -3,312 -1%
LHA
96
Little Harbor Advisors
Massachusetts
$6.01M +$6.01M +252,500 New
P
97
&Partners
Tennessee
$5.94M +$608K +25,595 +11%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$5.64M +$131K +5,538 +2%
IPW
99
Impact Partnership Wealth
Georgia
$5.42M +$352K +14,808 +7%
Mariner
100
Mariner
Kansas
$5.32M -$726K -30,509 -12%
2 3
4
5 6