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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SMM
101
Stadion Money Management
Georgia
$4.82M 205,298 -3,955 -2%
FCA
102
FLC Capital Advisors
California
$4.65M 198,202 +11,649 +6%
FAG
103
Financial Architects (Georgia)
Georgia
$4.63M 197,240 +6,935 +4%
PWM
104
Perigon Wealth Management
California
$4.59M 193,679 +62,712 +48%
P
105
&Partners
Tennessee
$4.58M 194,070 +117,921 +155%
BW
106
Bison Wealth
Georgia
$4.56M 194,136 +194,136 New
AWA
107
Alaska Wealth Advisors
Alaska
$4.5M 191,875 +168,060 +706%
FHA
108
Flagship Harbor Advisors
Massachusetts
$4.44M 189,124 -5,532 -3%
MWM
109
Meridian Wealth Management
Kentucky
$4.09M 174,231 +17,168 +11%
PAG
110
Private Advisor Group
New Jersey
$4.08M 174,046 +70,244 +68%
SA
111
Sanctuary Advisors
Indiana
$4.04M 169,613 -14,279 -8%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$4M 170,398 +34,133 +25%
BIG
113
Bush Investment Group
Georgia
$3.93M 167,496 +3,883 +2%
Mariner
114
Mariner
Kansas
$3.87M 164,738 -92,575 -36%
VWM
115
Verus Wealth Management
Wisconsin
$3.6M 153,192 +153,192 New
Citigroup
116
Citigroup
New York
$3.58M 152,579 +1,422 +0.9%
HWMG
117
Hurlow Wealth Management Group
Indiana
$3.58M 152,371 +6,824 +5%
RL
118
Rogco LP
Oklahoma
$3.45M 147,041 +3,338 +2%
SCM
119
Sterneck Capital Management
Missouri
$3.39M 144,372 +21,465 +17%
MWM
120
McNaughton Wealth Management
California
$3.2M 136,168 +1,763 +1%
AI
121
Arvest Investments
Arkansas
$3.16M 134,728 +7,216 +6%
AFG
122
Atomi Financial Group
New York
$3.14M 133,665 +24,166 +22%
FC
123
Fjell Capital
North Dakota
$2.99M 127,466 +127,466 New
Envestnet Portfolio Solutions
124
Envestnet Portfolio Solutions
Illinois
$2.96M 126,210 +32,642 +35%
HAG
125
HF Advisory Group
Maryland
$2.9M 123,367 +5,989 +5%
3 4
5
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