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State Street SPDR Portfolio High Yield Bond ETF

555 hedge funds and large institutions have $7.48B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 306 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 120

126% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 34

35% more call options, than puts

Call options by funds: $413K | Put options by funds: $307K

15% more capital invested

Capital invested by funds: $6.53B → $7.48B (+$949M)

5% more funds holding

Funds holding: 527555 (+28)

2.79% more ownership

Funds ownership: 63.21%66% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

Holders
555
Holders Change
+28
Holders Change %
+5.31%
% of All Funds
6.72%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
77
Increased
306
Reduced
120
Closed
34
Calls
$413K
Puts
$307K
Net Calls
+$106K
Net Calls Change
+$400K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$9.27M +$1.32M +56,344 +17%
MWP
102
Moller Wealth Partners
$9.21M +$2.35M +100,197 +34%
BPA
103
Beacon Pointe Advisors
California
$8.96M +$398K +16,975 +5%
MFG
104
Merit Financial Group
Georgia
$8.93M +$1.11M +47,212 +14%
B
105
Bensler
Washington
$8.88M -$1.04M -44,252 -10%
PWM
106
Pinnacle Wealth Management
California
$8.84M -$112K -4,795 -1%
Envestnet Portfolio Solutions
107
Envestnet Portfolio Solutions
Illinois
$8.71M +$4.83M +206,295 +125%
SIS
108
Sound Income Strategies
Florida
$8.67M +$1.6M +68,339 +23%
CAG
109
Csenge Advisory Group
Florida
$8.56M +$135K +5,743 +2%
P
110
&Partners
Tennessee
$8.35M -$236K -10,075 -3%
OFG
111
Omega Financial Group
California
$8.34M +$199K +8,488 +2%
AWA
112
Arkadios Wealth Advisors
Georgia
$8.33M +$747K +31,863 +10%
SMM
113
Stadion Money Management
Georgia
$8.21M -$67.1K -2,864 -0.8%
FTS
114
Fifth Third Securities
Ohio
$8.21M +$1.51M +64,256 +22%
NC
115
NewSquare Capital
Pennsylvania
$8.1M +$123K +5,235 +2%
PMG
116
ProVise Management Group
Florida
$8.06M +$316K +13,508 +4%
National Bank of Canada
117
National Bank of Canada
Quebec, Canada
$8.06M +$7.64M +326,200 +1,865%
NA
118
NewEdge Advisors
Louisiana
$7.84M +$1.64M +69,852 +26%
HAG
119
HighPoint Advisor Group
Illinois
$7.8M +$339K +14,487 +5%
CIM
120
Cambria Investment Management
California
$7.67M +$3.46M +147,628 +81%
HIS
121
Horizon Investment Services
Indiana
$7.42M -$766K -32,678 -9%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$6.86M +$1.66M +70,771 +32%
WC
123
Waterloo Capital
Texas
$6.79M +$5.62K +240 +0.1%
SYBT
124
Stock Yards Bank & Trust
Kentucky
$6.56M +$126K +5,392 +2%
SW
125
Simplicity Wealth
New Jersey
$6.53M +$5.8M +247,354 +787%

SPHY Hedge Fund Activity: Q2 2026 in Review

555 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q2 2026, worth a combined $7.48B — up 15% from $6.53B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SPHY positions and 34 closed out — a net gain of 43 holders — while 306 added to existing stakes and 120 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $196M. The largest seller was 49 Wealth Management, cutting an estimated $46.3M.

  • 555 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q2 2026, up from 527 in Q1 2026.
  • Funds reported $7.48B of State Street SPDR Portfolio High Yield Bond ETF stock for Q2 2026, up 15% quarter-over-quarter.
  • 77 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q2 2026 and 34 closed out, a net change of +43 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q2 2026 was Elo Mutual Pension Insurance, an estimated $196M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q2 2026 was 49 Wealth Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q2 2026.