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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$973M
2
VIA
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$137M
5
OPAM
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
QP
126
Quartz Partners
New York
$3.61M +$987K +42,148 +38%
RL
127
Rogco LP
Oklahoma
$3.57M +$125K +5,357 +4%
MFG
128
Merit Financial Group
Georgia
$3.55M +$3.55M +151,501 New
AI
129
Arvest Investments
Arkansas
$3.52M +$366K +15,630 +12%
SCM
130
Sterneck Capital Management
Missouri
$3.51M +$127K +5,418 +4%
CJ
131
Caitlin John
Michigan
$3.42M +$1.25M +53,198 +57%
AFG
132
Atomi Financial Group
New York
$3.42M +$293K +12,494 +9%
Citigroup
133
Citigroup
New York
$3.31M -$266K -11,360 -7%
HAG
134
HF Advisory Group
Maryland
$3.27M +$380K +16,234 +13%
MWP
135
Meriwether Wealth & Planning
Louisiana
$2.98M +$374K +15,986 +14%
AP
136
Appleton Partners
Massachusetts
$2.93M +$109K +4,669 +4%
MA
137
MCF Advisors
Kentucky
$2.8M +$29.7K +1,270 +1%
BCM
138
Brookstone Capital Management
Illinois
$2.77M +$86K +3,672 +3%
TPA
139
Trivium Point Advisory
Connecticut
$2.77M +$530K +22,626 +24%
Commonwealth Equity Services
140
Commonwealth Equity Services
Massachusetts
$2.75M +$402K +17,144 +17%
MFF
141
Michels Family Financial
Texas
$2.73M +$71.8K +3,065 +3%
PAG
142
Private Advisor Group
New Jersey
$2.72M -$1.36M -58,033 -33%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$2.68M -$274K -11,697 -9%
CA
144
CGN Advisors
Kansas
$2.67M +$126K +5,396 +5%
KF
145
K2 Financial
California
$2.63M +$125K +5,482 +5%
MFC
146
Mechanics Financial Corp
Ohio
$2.57M +$81.4K +3,476 +3%
VCM
147
Virtue Capital Management
Tennessee
$2.48M +$2.48M +106,077 New
Allianz Asset Management
148
Allianz Asset Management
Germany
$2.4M – – –
CSP
149
Cary Street Partners
Virginia
$2.36M +$336K +14,360 +17%
BI
150
Binnacle Investments
Iowa
$2.34M +$2.34M +100,009 New
4 5
6
7 8