SPHY icon

SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$616K 27,465 -5,984 -18%
ATPW
102
Ashton Thomas Private Wealth
Arizona
$609K 27,154 +1,084 +4%
JCIA
103
Jackson Creek Investment Advisors
Colorado
$582K 25,970 +79 +0.3%
PAS
104
Park Avenue Securities
New York
$581K 25,893 +3,478 +16%
KAS
105
Kestra Advisory Services
Texas
$540K 24,105 -695 -3%
AWA
106
Alaska Wealth Advisors
Alaska
$537K 23,970 +1,134 +5%
BWP
107
Balboa Wealth Partners
Arizona
$515K 22,977 +13,246 +136%
Truist Financial
108
Truist Financial
North Carolina
$513K 22,863 +10,348 +83%
LEFP
109
Leading Edge Financial Planning
Tennessee
$504K 22,473 +22,473 New
WWM
110
Western Wealth Management
Colorado
$491K 21,921 -2,536 -10%
DLHL
111
Donald L. Hagan LLC
Florida
$471K 21,002 +6,962 +50%
MPW
112
MA Private Wealth
California
$470K 20,957 -1 -0%
TFA
113
Triad Financial Advisors
North Carolina
$465K 20,751 +1,036 +5%
IFA
114
Index Fund Advisors
California
$448K 20,001 +4,584 +30%
Victory Capital Management
115
Victory Capital Management
Texas
$448K 20,000 +20,000 New
BRWA
116
B. Riley Wealth Advisors
Florida
$443K 19,753 +19,753 New
RFN
117
Redwood Financial Network
Ohio
$442K 19,693 +19,693 New
SW
118
SMART Wealth
Nebraska
$441K 19,655 +388 +2%
AAM
119
Advisors Asset Management
Colorado
$426K 18,996 +985 +5%
CSPAM
120
Cary Street Partners Asset Management
Virginia
$410K 18,300 +18,300 New
FTUS
121
Flow Traders U.S.
New York
$403K 17,973 -116,954 -87%
BAM
122
Belpointe Asset Management
Nevada
$401K 17,878 +342 +2%
BAM
123
BTS Asset Management
Massachusetts
$400K 17,827 -2 -0%
BIA
124
Bell Investment Advisors
California
$397K 17,715 +17,715 New
AWM
125
Avior Wealth Management
Nebraska
$391K 17,456 +17,456 New
3 4
5
6 7