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State Street SPDR Portfolio High Yield Bond ETF
SPHY

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 22 → 30 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372 → 437 (+65)

1.29% less ownership

Funds ownership: 66.22% → 64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
Ilmarinen Mutual Pension Insurance
Finland
+$667M
2
Goldman Sachs
Goldman Sachs
New York
+$69.7M
3
OPAM
Ocean Park Asset Management
California
+$35.2M
4
MML Investors Services
MML Investors Services
Massachusetts
+$21.9M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$21.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$98.5M
2
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
-$98.2M
3
TC
Toews Corporation
New Jersey
-$54.1M
4
APWA
Atlas Private Wealth Advisors
New Jersey
-$17.6M
5
SA
SAM Advisors
California
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
126
HF Advisory Group
Maryland
$2.9M +$142K +5,989 +5%
AP
127
Appleton Partners
Massachusetts
$2.82M +$88.3K +3,721 +3%
MA
128
MCF Advisors
Kentucky
$2.77M +$12.6K +531 +0.5%
MFG
129
Marmo Financial Group
Tennessee
$2.7M +$52.3K +2,204 +2%
BCM
130
Brookstone Capital Management
Illinois
$2.69M +$471K +19,862 +21%
MFF
131
Michels Family Financial
Texas
$2.66M +$2.69M +113,461 New
QP
132
Quartz Partners
New York
$2.63M +$10.8K +457 +0.4%
MWP
133
Meriwether Wealth & Planning
Louisiana
$2.61M +$2.64M +111,391 New
FIA
134
Foundations Investment Advisors
Arizona
$2.56M -$67.4K -2,840 -3%
KF
135
K2 Financial
California
$2.56M +$2.6M +109,415 New
CA
136
CGN Advisors
Kansas
$2.55M +$237K +9,978 +10%
MFC
137
Mechanics Financial Corp
Ohio
$2.49M -$20.7K -873 -0.8%
CPSC
138
Carl P. Sherr & Co
Massachusetts
$2.43M +$2.46M +103,718 New
Allianz Asset Management
139
Allianz Asset Management
Germany
$2.41M +$2.43M +102,500 New
RA
140
RFG Advisory
Alabama
$2.36M +$135K +5,709 +6%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$2.35M +$974K +41,044 +69%
VC
142
Veery Capital
Delaware
$2.32M +$357K +15,029 +18%
TPA
143
Trivium Point Advisory
Connecticut
$2.24M +$188K +7,917 +9%
CJ
144
Caitlin John
Michigan
$2.18M -$246K -10,349 -10%
CWMS
145
Cannon Wealth Management Services
North Carolina
$2.17M +$74.7K +3,149 +4%
IFA
146
Index Fund Advisors
California
$2.14M +$214K +9,010 +11%
JWCA
147
J.W. Cole Advisors
Florida
$2.06M +$1.42M +59,865 +213%
CSP
148
Cary Street Partners
Virginia
$2.03M +$2.05M +86,289 New
APW
149
Aurora Private Wealth
New Jersey
$2M +$2.03M +85,366 New
FFS
150
Founders Financial Securities
Maryland
$1.98M +$223K +9,419 +13%
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