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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DIP
101
DT Investment Partners
Pennsylvania
$1.89M 80,725 +13,809 +21%
State Street
102
State Street
Massachusetts
$1.88M 80,000 – –
IPW
103
Impact Partnership Wealth
Georgia
$1.8M 76,800 -20,885 -21%
MFC
104
Mechanics Financial Corp
Ohio
$1.78M 75,747 +75,747 New
CJ
105
Caitlin John
Michigan
$1.74M 74,211 +74,211 New
SSWM
106
Sheets Smith Wealth Management
North Carolina
$1.73M 73,830 +326 +0.4%
MFG
107
Marmo Financial Group
Tennessee
$1.7M 72,480 +72,480 New
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$1.67M 71,188 -16,242 -19%
CA
109
CGN Advisors
Kansas
$1.67M 71,094 +12,058 +20%
BCM
110
BlueCrest Capital Management
Jersey
$1.66M 70,966 +70,966 New
VAG
111
VisionPoint Advisory Group
Texas
$1.65M 70,345 +70,259 +81,697%
FW
112
FirstPurpose Wealth
Utah
$1.63M 70,484 -103 -0.1%
AWS
113
Atria Wealth Solutions
New York
$1.58M 67,273 -84,588 -56%
SS
114
Sound Stewardship
Kansas
$1.58M 67,272 +67,272 New
SW
115
Simplicity Wealth
New Jersey
$1.57M 67,004 +51,253 +325%
CGF
116
Constant Guidance Financial
Massachusetts
$1.56M 67,526 -32,638 -33%
SYBT
117
Stock Yards Bank & Trust
Kentucky
$1.55M 66,269 -32,951 -33%
FM
118
Foster & Motley
Ohio
$1.54M 65,797 +177 +0.3%
BIA
119
Bell Investment Advisors
California
$1.41M 60,206 -1,258 -2%
OL
120
Optas LLC
Texas
$1.41M 60,082 -163 -0.3%
HWAM
121
Hennion & Walsh Asset Management
New Jersey
$1.41M 60,001 -19,284 -24%
BCM
122
Brookstone Capital Management
Illinois
$1.4M 59,757 +2,387 +4%
HA
123
Herold Advisors
New York
$1.39M 59,047 -110 -0.2%
LWA
124
Lantern Wealth Advisors
New York
$1.39M 59,047 -110 -0.2%
SFPG
125
Stonebridge Financial Planning Group
Florida
$1.37M 58,311 -5,967 -9%
3 4
5
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