SPHY icon

SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
101
Hennion & Walsh Asset Management
New Jersey
$1.85M 79,285 +79,285 New
EWA
102
Exencial Wealth Advisors
Oklahoma
$1.81M 77,399 +77,399 New
SSWM
103
Sheets Smith Wealth Management
North Carolina
$1.72M 73,504 -814 -1%
PWM
104
Perigon Wealth Management
California
$1.67M 71,242 +71,242 New
FW
105
FirstPurpose Wealth
Utah
$1.65M 70,587 +13,607 +24%
DIP
106
DT Investment Partners
Pennsylvania
$1.57M 66,916 -1,025,150 -94%
FM
107
Foster & Motley
Ohio
$1.53M 65,620 +3,053 +5%
SFPG
108
Stonebridge Financial Planning Group
Florida
$1.5M 64,278 -47,950 -43%
BIA
109
Bell Investment Advisors
California
$1.44M 61,464 +43,749 +247%
OL
110
Optas LLC
Texas
$1.41M 60,245 -102,880 -63%
HA
111
Herold Advisors
New York
$1.38M 59,157 +59,157 New
LWA
112
Lantern Wealth Advisors
New York
$1.38M 59,157 +59,157 New
CA
113
CGN Advisors
Kansas
$1.38M 59,036 +59,036 New
BCM
114
Brookstone Capital Management
Illinois
$1.34M 57,370 +57,370 New
SWP
115
Stratos Wealth Partners
Ohio
$1.31M 55,905 +55,905 New
KWS
116
Keystone Wealth Services
California
$1.27M 54,167 -281 -0.5%
AAG
117
Armstrong Advisory Group
Massachusetts
$1.23M 52,421 +2,302 +5%
Jane Street
118
Jane Street
New York
$1.17M 50,000 -7,116,495 -99%
ERSOT
119
Employees Retirement System of Texas
Texas
– – – –
Goldman Sachs
120
Goldman Sachs
New York
$1.16M 49,618 +49,618 New
GRP
121
Global Retirement Partners
California
$1.15M 49,352 -5,418 -10%
WS
122
Wedbush Securities
California
$1.11M 47,343 – –
BFA
123
Brown Financial Advisory
Alabama
$1.09M 46,487 +46,487 New
CFD
124
Creative Financial Designs
Indiana
$1.09M 46,453 -1,147 -2%
DIM
125
Delta Investment Management
California
$1.07M 45,950 +571 +1%
3 4
5
6 7