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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
Trilogy Capital
California
$1.06M +$225K +9,612 +27%
TPA
127
Trivium Point Advisory
Connecticut
$1.01M +$186K +7,958 +23%
IFA
128
Index Fund Advisors
California
$1M +$533K +22,800 +114%
WWA
129
WCG Wealth Advisors
Nevada
$951K -$340K -14,524 -26%
AAS
130
Avantax Advisory Services
Texas
$944K +$556K +23,789 +143%
VFPW
131
Vantage Financial Partners (Wisconsin)
Wisconsin
$936K +$936K +40,019 New
CF
132
Centaurus Financial
California
$935K -$341K -14,591 -27%
RFN
133
Redwood Financial Network
Ohio
$865K +$404K +17,297 +88%
MWM
134
Meridian Wealth Management
Kentucky
$848K +$848K +36,285 New
FA
135
Fiduciary Alliance
South Carolina
$824K +$824K +35,246 New
CWM
136
Collaborative Wealth Management
Florida
$814K -$3.81K -163 -0.5%
IC
137
Inscription Capital
Texas
$802K +$33.9K +1,449 +4%
BRWA
138
B. Riley Wealth Advisors
Florida
$787K +$325K +13,888 +70%
CSPAM
139
Cary Street Partners Asset Management
Virginia
$772K +$344K +14,711 +80%
CAG
140
Csenge Advisory Group
Florida
$766K +$766K +32,774 New
SS
141
Simplicity Solutions
Minnesota
$756K +$88.1K +3,768 +13%
EB
142
Exchange Bank
California
$751K +$751K +32,137 New
FFS
143
Founders Financial Securities
Maryland
$731K +$369K +15,768 +102%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$701K +$701K +30,000 New
HFS
145
Horizon Financial Services
North Carolina
$701K +$701K +29,967 New
AWA
146
Alaska Wealth Advisors
Alaska
$696K +$136K +5,796 +24%
PWA
147
Provenance Wealth Advisors
Florida
$693K +$693K +29,642 New
TFA
148
Teamwork Financial Advisors
Texas
$675K +$675K +28,879 New
UWM
149
USAdvisors Wealth Management
Minnesota
$671K – – –
EDRIA
150
Edmonds Duncan Registered Investment Advisors
Kansas
$664K +$22K +939 +3%
4 5
6
7 8