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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
126
Appleton Partners
Massachusetts
$2.82M 120,319 +3,721 +3%
MA
127
MCF Advisors
Kentucky
$2.77M 118,089 +531 +0.5%
MFG
128
Marmo Financial Group
Tennessee
$2.7M 115,010 +2,204 +2%
BCM
129
Brookstone Capital Management
Illinois
$2.69M 114,652 +19,862 +21%
MFF
130
Michels Family Financial
Texas
$2.66M 113,461 +113,461 New
QP
131
Quartz Partners
New York
$2.63M 111,947 +457 +0.4%
MWP
132
Meriwether Wealth & Planning
Louisiana
$2.61M 111,391 +111,391 New
FIA
133
Foundations Investment Advisors
Arizona
$2.56M 109,280 -2,840 -3%
KF
134
K2 Financial
California
$2.56M 109,415 +109,415 New
CA
135
CGN Advisors
Kansas
$2.55M 108,711 +9,978 +10%
MFC
136
Mechanics Financial Corp
Ohio
$2.49M 106,122 -873 -0.8%
CPSC
137
Carl P. Sherr & Co
Massachusetts
$2.43M 103,718 +103,718 New
Allianz Asset Management
138
Allianz Asset Management
Germany
$2.41M 102,500 +102,500 New
RA
139
RFG Advisory
Alabama
$2.36M 100,569 +5,709 +6%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$2.35M 100,237 +41,044 +69%
VC
141
Veery Capital
Delaware
$2.32M 98,973 +15,029 +18%
TPA
142
Trivium Point Advisory
Connecticut
$2.24M 95,624 +7,917 +9%
CJ
143
Caitlin John
Michigan
$2.18M 93,043 -10,349 -10%
CWMS
144
Cannon Wealth Management Services
North Carolina
$2.17M 91,952 +3,149 +4%
IFA
145
Index Fund Advisors
California
$2.14M 91,248 +9,010 +11%
JWCA
146
J.W. Cole Advisors
Florida
$2.06M 87,983 +59,865 +213%
CSP
147
Cary Street Partners
Virginia
$2.03M 86,289 +86,289 New
APW
148
Aurora Private Wealth
New Jersey
$2M 85,366 +85,366 New
FFS
149
Founders Financial Securities
Maryland
$1.98M 84,326 +9,419 +13%
SA
150
Sunesis Advisors
Kansas
$1.97M 84,111 -29,323 -26%
4 5
6
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