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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LEFP
101
Leading Edge Financial Planning
Tennessee
$2.77M 119,169 +5,690 +5%
MA
102
MCF Advisors
Kentucky
$2.72M 117,168 +1,124 +1%
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$2.7M 116,416 +111,549 +2,292%
AP
104
Appleton Partners
Massachusetts
$2.65M 114,201 +5,156 +5%
SA
105
Sunesis Advisors
Kansas
$2.64M 113,434 – –
HAG
106
HF Advisory Group
Maryland
$2.57M 110,437 +2,805 +3%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$2.56M 110,054 -10,781 -9%
MWM
108
Meridian Wealth Management
Kentucky
$2.51M 108,018 +108,018 New
PAG
109
Private Advisor Group
New Jersey
$2.5M 107,576 +8,727 +9%
MFC
110
Mechanics Financial Corp
Ohio
$2.33M 100,312 +24,565 +32%
MFG
111
Marmo Financial Group
Tennessee
$2.3M 98,921 +26,441 +36%
RWM
112
Revisor Wealth Management
Ohio
$2.29M 98,500 -36,534 -27%
RA
113
RFG Advisory
Alabama
$2.25M 96,982 -17,107 -15%
CFA
114
Cahill Financial Advisors
Minnesota
$2.21M 95,163 -11,990 -11%
AWM
115
Avior Wealth Management
Nebraska
$2.19M 94,087 -3,854 -4%
BCM
116
Brookstone Capital Management
Illinois
$2.03M 86,395 +26,638 +45%
TPA
117
Trivium Point Advisory
Connecticut
$1.95M 83,752 +30,246 +57%
IFA
118
Index Fund Advisors
California
$1.94M 83,521 +30,532 +58%
ZIM
119
Zacks Investment Management
Illinois
$1.94M 83,488 -3,183 -4%
CA
120
CGN Advisors
Kansas
$1.91M 82,098 +11,004 +15%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$1.84M 79,362 +8,174 +11%
NF
122
Nikulski Financial
Iowa
$1.84M 79,186 -4,120 -5%
SW
123
Simplicity Wealth
New Jersey
$1.8M 77,275 +10,271 +15%
CJ
124
Caitlin John
Michigan
$1.79M 77,089 +2,878 +4%
BIA
125
Bell Investment Advisors
California
$1.76M 75,803 +15,597 +26%
3 4
5
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