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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
101
Horizon Investment Services
Indiana
$8.14M -$53K -2,248 -0.6%
OFG
102
Omega Financial Group
California
$8.09M +$41.3K +1,752 +0.5%
NC
103
NewSquare Capital
Pennsylvania
$7.94M -$154K -6,514 -2%
HighTower Advisors
104
HighTower Advisors
Illinois
$7.9M +$1.53M +64,725 +24%
MFG
105
Merit Financial Group
Georgia
$7.78M +$3.76M +159,260 +91%
AWM
106
AE Wealth Management
Kansas
$7.77M +$565K +23,930 +8%
IPW
107
Impact Partnership Wealth
Georgia
$7.7M +$3.71M +157,099 +91%
PMG
108
ProVise Management Group
Florida
$7.7M +$343K +14,545 +5%
NL
109
NEPC LLC
Massachusetts
$7.7M +$3.93M +166,683 +102%
AWA
110
Arkadios Wealth Advisors
Georgia
$7.54M -$303K -12,851 -4%
HAG
111
HighPoint Advisor Group
Illinois
$7.42M +$126K +5,320 +2%
SIS
112
Sound Income Strategies
Florida
$7.01M +$1.36M +57,606 +24%
MWP
113
Moller Wealth Partners
$6.82M +$2.56M +108,543 +59%
WC
114
Waterloo Capital
Texas
$6.75M -$2.9M -122,769 -30%
FTS
115
Fifth Third Securities
Ohio
$6.66M +$629K +26,664 +10%
GVAG
116
Great Valley Advisor Group
Delaware
$6.66M -$855K -36,246 -11%
IGAM
117
iA Global Asset Management
Quebec, Canada
$6.49M +$6.57M +278,400 New
SYBT
118
Stock Yards Bank & Trust
Kentucky
$6.4M +$2.33M +98,678 +56%
OL
119
Optas LLC
Texas
$6.24M +$88.8K +3,765 +1%
AWAU
120
Alliance Wealth Advisors (Utah)
Utah
$6.21M +$2.75M +116,408 +78%
NA
121
NewEdge Advisors
Louisiana
$6.17M +$65K +2,754 +1%
OCM
122
One Capital Management
California
$6.07M +$6.15M +260,443 New
AA
123
Aire Advisors
California
$6.07M +$115K +4,872 +2%
SIM
124
SSI Investment Management
California
$6.04M -$1.79M -75,747 -23%
SFPG
125
Stonebridge Financial Planning Group
Florida
$5.83M +$392K +16,620 +7%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.