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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
126
Phillips Financial Management
Indiana
$388K 17,317 +396 +2%
FPWM
127
FSB Premier Wealth Management
Iowa
$381K 17,013 +554 +3%
AAS
128
Avantax Advisory Services
Texas
$372K 16,598 +16,598 New
NRI
129
NFP Retirement Inc
California
$365K 16,295 +592 +4%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$358K 15,951 +15,951 New
VCM
131
Virtue Capital Management
Tennessee
$348K 15,392 – –
FFS
132
Founders Financial Securities
Maryland
$348K 15,503 +15,503 New
TC
133
TownSquare Capital
Utah
$338K 15,084 -180 -1%
IA
134
IFP Advisors
Florida
$338K 15,069 -19 -0.1%
FAIM
135
Financial Advocates Investment Management
Washington
$327K 14,591 +3,758 +35%
GIA
136
Gladstone Institutional Advisory
Florida
$321K 14,313 – –
CA
137
Continuum Advisory
Idaho
$315K 14,051 – –
VT
138
Vise Technologies
New York
$315K 14,033 -1,198 -8%
IW
139
Instrumental Wealth
Florida
$307K 13,967 +400 +3%
LNC
140
Lincoln National Corp
Pennsylvania
$303K 13,514 +13,514 New
GA
141
Geller Advisors
New York
$299K 13,314 +13,314 New
MA
142
Mutual Advisors
Nebraska
$279K 12,444 +12,444 New
KFI
143
Key Financial Inc
Pennsylvania
$273K 12,184 – –
PFA
144
Peak Financial Advisors
Colorado
$271K 12,083 -6,671 -36%
AWM
145
Accurate Wealth Management
Florida
$266K 12,078 +12,078 New
Wells Fargo
146
Wells Fargo
California
$259K 11,570 +7,404 +178%
BCI
147
Brinker Capital Investments
Pennsylvania
$256K 11,431 -80 -0.7%
OPS
148
Orion Portfolio Solutions
Nebraska
$256K 11,431 -80 -0.7%
TI
149
Trexquant Investment
Connecticut
$251K 11,212 +11,212 New
Comerica Bank
150
Comerica Bank
Texas
$249K 11,097 +11,097 New
4 5
6
7 8