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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$973M
2
VIA
2
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M
5
OPAM
5
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
2
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$350K
Name Market Value Shares Shares
Change 		Shares
Change %
AC
101
Apella Capital
Connecticut
$5.66M 246,276 +225,797 +1,103%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$5.45M 232,699 +11,887 +5%
P
103
&Partners
Tennessee
$5.26M 224,715 +30,645 +16%
IPW
104
Impact Partnership Wealth
Georgia
$4.99M 212,889 +5,578 +3%
DAS
105
Diversify Advisory Services
Utah
$4.95M 211,988 -2,201,227 -91%
PWM
106
Perigon Wealth Management
California
$4.84M 206,833 +13,154 +7%
ZIM
107
Zacks Investment Management
Illinois
$4.83M 206,414 +925 +0.5%
MWM
108
Meridian Wealth Management
Kentucky
$4.79M 204,556 +30,325 +17%
HI
109
Horizon Investments
North Carolina
$4.78M 299,736 +6,744 +2%
FCA
110
FLC Capital Advisors
California
$4.76M 203,231 +5,029 +3%
MFG
111
Marmo Financial Group
Tennessee
$4.76M 203,079 +88,069 +77%
FAG
112
Financial Architects (Georgia)
Georgia
$4.72M 201,385 +4,145 +2%
PWM
113
Prosperity Wealth Management
California
$4.66M 199,138 +179,630 +921%
SMM
114
Stadion Money Management
Georgia
$4.49M 191,765 -13,533 -7%
FLA
115
Financial Life Advisors
Texas
$4.46M 190,634 +190,634 New
RIG
116
RiverFront Investment Group
Virginia
$4.38M 187,104 +187,104 New
AWA
117
Alaska Wealth Advisors
Alaska
$4.18M 178,515 -13,360 -7%
BIG
118
Bush Investment Group
Georgia
$4.01M 171,391 +3,895 +2%
FHA
119
Flagship Harbor Advisors
Massachusetts
$4M 170,708 -18,416 -10%
CPSC
120
Carl P. Sherr & Co
Massachusetts
$3.88M 165,505 +61,787 +60%
HWMG
121
Hurlow Wealth Management Group
Indiana
$3.82M 162,919 +10,548 +7%
HPC
122
Hobart Private Capital
North Carolina
$3.81M 162,547 +130,438 +406%
CLGM
123
Capitolis Liquid Global Markets
New York
$3.73M 159,300 +159,300 New
RA
124
RFG Advisory
Alabama
$3.73M 159,091 +58,522 +58%
VWM
125
Verus Wealth Management
Wisconsin
$3.7M 157,909 +4,717 +3%
3 4
5
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