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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
126
Keystone Wealth Services
California
$1.29M +$21.9K +934 +2%
TPA
127
Trivium Point Advisory
Connecticut
$1.26M +$246K +10,474 +24%
EWA
128
Exencial Wealth Advisors
Oklahoma
$1.25M -$566K -24,141 -31%
IFA
129
Index Fund Advisors
California
$1.24M +$239K +10,188 +24%
AAS
130
Avantax Advisory Services
Texas
$1.23M +$287K +12,240 +30%
AAG
131
Armstrong Advisory Group
Massachusetts
$1.23M – – –
GRP
132
Global Retirement Partners
California
$1.18M +$25.4K +1,083 +2%
Goldman Sachs
133
Goldman Sachs
New York
$1.16M – – –
FA
134
Fiduciary Alliance
South Carolina
$1.15M +$331K +14,255 +40%
WS
135
Wedbush Securities
California
$1.15M +$36K +1,532 +3%
SWP
136
Stratos Wealth Partners
Ohio
$1.13M -$182K -7,762 -14%
AWA
137
Arete Wealth Advisors
Illinois
$1.13M +$1.13M +48,072 New
RFN
138
Redwood Financial Network
Ohio
$1.11M +$245K +10,461 +28%
PFS
139
Prospera Financial Services
Texas
$1.1M +$514K +21,922 +88%
CFD
140
Creative Financial Designs
Indiana
$1.09M +$1.08K +46 +0.1%
DIM
141
Delta Investment Management
California
$1.06M -$16.4K -697 -2%
HighTower Advisors
142
HighTower Advisors
Illinois
$1.05M -$1.1M -47,094 -51%
BFA
143
Brown Financial Advisory
Alabama
$1.02M -$72.8K -3,103 -7%
FA
144
Fermata Advisors
California
$1.01M +$1.01M +43,241 New
FFS
145
Founders Financial Securities
Maryland
$1M +$267K +11,361 +36%
TC
146
Trilogy Capital
California
$983K -$77.7K -3,313 -7%
WWA
147
WCG Wealth Advisors
Nevada
$955K +$516 +22 +0.1%
VFPW
148
Vantage Financial Partners (Wisconsin)
Wisconsin
$933K -$5.82K -248 -0.6%
CF
149
Centaurus Financial
California
$912K -$26.2K -1,117 -3%
CSPAM
150
Cary Street Partners Asset Management
Virginia
$912K +$137K +5,849 +18%
4 5
6
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