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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$1.73M +$1.39M +59,693 +401%
SS
127
Sound Stewardship
Kansas
$1.72M +$155K +6,651 +10%
AFG
128
Atomi Financial Group
New York
$1.71M +$1.18M +50,735 +221%
Goldman Sachs
129
Goldman Sachs
New York
$1.71M +$555K +23,904 +48%
SSWM
130
Sheets Smith Wealth Management
North Carolina
$1.7M -$14.4K -620 -0.8%
CF
131
Convergence Financial
Missouri
$1.65M +$793K +34,137 +92%
SYBT
132
Stock Yards Bank & Trust
Kentucky
$1.59M +$51.8K +2,230 +3%
AAG
133
Armstrong Advisory Group
Massachusetts
$1.53M +$312K +13,413 +26%
FM
134
Foster & Motley
Ohio
$1.5M -$29.2K -1,258 -2%
FA
135
Fiduciary Alliance
South Carolina
$1.49M +$346K +14,964 +30%
OL
136
Optas LLC
Texas
$1.43M +$36.1K +1,555 +3%
AI
137
Atria Investments
North Carolina
$1.41M +$1.41M +60,781 New
HA
138
Herold Advisors
New York
$1.38M +$13.3K +571 +1%
LWA
139
Lantern Wealth Advisors
New York
$1.38M +$13.3K +571 +1%
FFS
140
Founders Financial Securities
Maryland
$1.35M +$356K +15,330 +36%
MA
141
Mutual Advisors
Nebraska
$1.3M +$1.3M +55,339 New
AWA
142
Arete Wealth Advisors
Illinois
$1.29M +$171K +7,370 +15%
SWP
143
Stratos Wealth Partners
Ohio
$1.26M +$146K +6,279 +13%
GRP
144
Global Retirement Partners
California
$1.25M +$75K +3,230 +6%
SFPG
145
Stonebridge Financial Planning Group
Florida
$1.23M -$127K -5,467 -9%
EWA
146
Exencial Wealth Advisors
Oklahoma
$1.22M -$20.5K -883 -2%
AAS
147
Avantax Advisory Services
Texas
$1.2M -$21.1K -908 -2%
WS
148
Wedbush Securities
California
$1.2M +$59.6K +2,565 +5%
KWS
149
Keystone Wealth Services
California
$1.18M -$95.3K -4,104 -7%
WWA
150
WCG Wealth Advisors
Nevada
$1.17M +$227K +9,760 +24%
4 5
6
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