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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
101
Meridian Wealth Management
Kentucky
$3.78M 157,063 +49,045 +45%
Citigroup
102
Citigroup
New York
$3.64M 151,157 +13,964 +10%
HWMG
103
Hurlow Wealth Management Group
Indiana
$3.5M 145,547 +145,547 New
RL
104
Rogco LP
Oklahoma
$3.46M 143,703 +295 +0.2%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$3.28M 136,265 +19,849 +17%
MWM
106
McNaughton Wealth Management
California
$3.23M 134,405 +3,680 +3%
HI
107
Horizon Investments
North Carolina
$3.16M 196,061 +3,248 +2%
PWM
108
Perigon Wealth Management
California
$3.15M 130,967 -6,502 -5%
AI
109
Arvest Investments
Arkansas
$3.07M 127,512 -3,685 -3%
VAG
110
VisionPoint Advisory Group
Texas
$3.05M 126,857 +3,083 +2%
SCM
111
Sterneck Capital Management
Missouri
$2.96M 122,907 -1,383 -1%
LEFP
112
Leading Edge Financial Planning
Tennessee
$2.93M 122,024 +2,855 +2%
MA
113
MCF Advisors
Kentucky
$2.83M 117,558 +390 +0.3%
HAG
114
HF Advisory Group
Maryland
$2.82M 117,378 +6,941 +6%
FF
115
Financial Futures
New Jersey
$2.82M 117,193 +117,193 New
AP
116
Appleton Partners
Massachusetts
$2.8M 116,598 +2,397 +2%
SA
117
Sunesis Advisors
Kansas
$2.73M 113,434 – –
MFG
118
Marmo Financial Group
Tennessee
$2.71M 112,806 +13,885 +14%
FIA
119
Foundations Investment Advisors
Arizona
$2.7M 112,120 +95,557 +577%
QP
120
Quartz Partners
New York
$2.68M 111,490 +111,490 New
AFG
121
Atomi Financial Group
New York
$2.63M 109,499 +35,774 +49%
MFC
122
Mechanics Financial Corp
Ohio
$2.57M 106,995 +6,683 +7%
PAG
123
Private Advisor Group
New Jersey
$2.49M 103,802 -3,774 -4%
RWM
124
Revisor Wealth Management
Ohio
$2.47M 102,657 +4,157 +4%
CJ
125
Caitlin John
Michigan
$2.46M 103,392 +26,303 +34%
3 4
5
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