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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

445 hedge funds and large institutions have $6.06B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 125 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
5.97%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
63
Increased
219
Reduced
125
Closed
60
Calls
$881K
Puts
–
Net Calls
+$881K
Net Calls Change
+$793K

Top Buyers

1
GC
Grimes & Company
Massachusetts
$167M
2
Neuberger Berman Group
Neuberger Berman Group
New York
$140M
3
Principal Financial Group
Principal Financial Group
Iowa
$51.1M
4
TC
Toews Corporation
New Jersey
$23.5M
5
MML Investors Services
MML Investors Services
Massachusetts
$61.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$73.1M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
$672M
3
Ameriprise
Ameriprise
Minnesota
$154M
4
Stifel Financial
Stifel Financial
Missouri
$7.68M
5
Comerica Bank
Comerica Bank
Texas
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
101
SG Americas Securities
New York
$5.29M +$5.29M +222,321 New
FHA
102
Flagship Harbor Advisors
Massachusetts
$5.19M +$1.13M +47,338 +28%
QP
103
Quartz Partners
New York
$4.91M +$1.24M +52,238 +34%
GWM
104
Geneos Wealth Management
Colorado
$4.9M -$6.3M -264,644 -56%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$4.89M -$13.6M -573,014 -74%
MFG
106
Marmo Financial Group
Tennessee
$4.88M +$51.3K +2,156 +1%
MWM
107
Meridian Wealth Management
Kentucky
$4.84M -$30.6K -1,284 -0.6%
FAG
108
Financial Architects (Georgia)
Georgia
$4.77M -$25.5K -1,070 -0.5%
G
109
GenTrust
Florida
$4.75M +$4.75M +199,646 New
PWM
110
Prosperity Wealth Management
California
$4.63M -$113K -4,754 -2%
AFG
111
Atomi Financial Group
New York
$4.47M +$988K +41,516 +28%
SMM
112
Stadion Money Management
Georgia
$4.28M -$255K -10,800 -6%
HPC
113
Hobart Private Capital
North Carolina
$4.24M +$370K +15,527 +10%
HWMG
114
Hurlow Wealth Management Group
Indiana
$4.22M +$339K +14,244 +9%
AWA
115
Alaska Wealth Advisors
Alaska
$4.17M -$76.3K -3,205 -2%
Bank of New York Mellon
116
Bank of New York Mellon
New York
$4.12M +$1.85M +77,566 +81%
BIG
117
Bush Investment Group
Georgia
$4.09M +$6.93K +291 +0.2%
CPSC
118
Carl P. Sherr & Co
Massachusetts
$4.07M +$134K +5,642 +3%
HAG
119
HF Advisory Group
Maryland
$3.98M +$659K +27,686 +20%
VWM
120
Verus Wealth Management
Wisconsin
$3.98M +$223K +9,350 +6%
PWM
121
Perigon Wealth Management
California
$3.88M -$1.04M -43,779 -21%
MFG
122
Merit Financial Group
Georgia
$3.8M +$198K +8,339 +6%
HF
123
HRT Financial
New York
$3.8M -$3.28M -137,866 -46%
AI
124
Arvest Investments
Arkansas
$3.71M +$128K +5,393 +4%
SCM
125
Sterneck Capital Management
Missouri
$3.6M +$32.1K +1,347 +0.9%
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