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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
126
Redwood Investment Management
Arizona
$2.43M -$2.24M -93,149 -48%
CA
127
CGN Advisors
Kansas
$2.37M +$400K +16,635 +20%
RA
128
RFG Advisory
Alabama
$2.28M -$51K -2,122 -2%
BCM
129
Brookstone Capital Management
Illinois
$2.28M +$202K +8,395 +10%
Envestnet Portfolio Solutions
130
Envestnet Portfolio Solutions
Illinois
$2.25M +$456K +18,977 +25%
CWMS
131
Cannon Wealth Management Services
North Carolina
$2.14M +$2.14M +88,803 New
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$223K +9,284 +12%
TPA
133
Trivium Point Advisory
Connecticut
$2.08M +$93.9K +3,955 +5%
VC
134
Veery Capital
Delaware
$2.02M +$2.02M +83,944 New
SW
135
Simplicity Wealth
New Jersey
$2.01M +$153K +6,342 +8%
IFA
136
Index Fund Advisors
California
$1.98M -$30.9K -1,283 -2%
AI
137
Atria Investments
North Carolina
$1.95M +$490K +20,370 +34%
NF
138
Nikulski Financial
Iowa
$1.93M +$24.4K +1,016 +1%
CF
139
Convergence Financial
Missouri
$1.89M +$181K +7,510 +11%
SS
140
Sound Stewardship
Kansas
$1.87M +$93.7K +3,895 +5%
NL
141
NWAM LLC
Washington
$1.87M +$1.87M +77,779 New
AWM
142
Avior Wealth Management
Nebraska
$1.87M -$394K -16,388 -17%
P
143
&Partners
Tennessee
$1.83M +$1.63M +67,530 +784%
FFS
144
Founders Financial Securities
Maryland
$1.8M +$408K +16,945 +29%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$1.78M +$1.78M +74,130 New
SSWM
146
Sheets Smith Wealth Management
North Carolina
$1.77M +$5.2K +216 +0.3%
FA
147
Fiduciary Alliance
South Carolina
$1.76M +$211K +8,794 +14%
AAG
148
Armstrong Advisory Group
Massachusetts
$1.72M +$132K +5,503 +8%
SYBT
149
Stock Yards Bank & Trust
Kentucky
$1.67M +$19K +790 +1%
GWM
150
Geneos Wealth Management
Colorado
$1.67M +$1.57M +65,273 +1,649%
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