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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
TAP
76
TSG Advice Partners
Ohio
$11.8M +$11.9M +503,965 New
HFS
77
Horizon Financial Services
North Carolina
$11.5M +$2.4M +101,606 +26%
DIP
78
DT Investment Partners
Pennsylvania
$11.4M +$440K +18,656 +4%
QP
79
Quartz Partners
New York
$10.7M -$352K -14,897 -3%
CFP
80
Curran Financial Partners
South Carolina
$10.6M +$7.05M +298,801 +193%
Deutsche Bank
81
Deutsche Bank
Germany
$10.5M +$535K +22,670 +5%
FAP
82
Financial Advisory Partners
Florida
$10.4M -$59.8K -2,536 -0.6%
CL
83
Choreo LLC
Illinois
$10.1M +$10.2M +432,182 New
NFG
84
Northeast Financial Group
Pennsylvania
$10M +$2.58M +109,480 +34%
SAFS
85
S&A Financial Services
Kansas
$9.97M +$10.1M +427,383 New
B
86
Bensler
Washington
$9.86M -$3.49M -147,903 -26%
APWA
87
Atlas Private Wealth Advisors
New Jersey
$9.83M -$72.4K -3,067 -0.7%
WWA
88
WCG Wealth Advisors
Nevada
$9.79M +$521K +22,098 +6%
CWA
89
Carolina Wealth Advisors
South Carolina
$9.69M -$51.1K -2,167 -0.5%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$9.29M +$329K +13,958 +4%
Stifel Financial
91
Stifel Financial
Missouri
$9.21M +$904K +38,324 +11%
KTM
92
Keeler Thomas Management
Utah
$9M +$9.11M +386,142 New
PWM
93
Pinnacle Wealth Management
California
$8.9M +$509K +21,551 +6%
5SA
94
5th Street Advisors
Connecticut
$8.86M +$393K +16,673 +5%
FIA
95
Foundations Investment Advisors
Arizona
$8.79M +$2.77M +117,441 +45%
P
96
&Partners
Tennessee
$8.55M +$1.9M +80,390 +28%
BPA
97
Beacon Pointe Advisors
California
$8.52M +$377K +15,957 +5%
FLA
98
Financial Life Advisors
Texas
$8.43M -$2.21M -93,811 -21%
CAG
99
Csenge Advisory Group
Florida
$8.38M -$66.1K -2,803 -0.8%
SMM
100
Stadion Money Management
Georgia
$8.29M +$164K +6,936 +2%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.