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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

445 hedge funds and large institutions have $6.06B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 125 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
5.97%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.43%
New
63
Increased
219
Reduced
125
Closed
60
Calls
$881K
Puts
–
Net Calls
+$881K
Net Calls Change
+$793K

Top Buyers

1
GC
Grimes & Company
Massachusetts
+$167M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$105M
3
Principal Financial Group
Principal Financial Group
Iowa
+$51.1M
4
TC
Toews Corporation
New Jersey
+$23.5M
5
MML Investors Services
MML Investors Services
Massachusetts
+$21.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66.3M
2
IMPI
Ilmarinen Mutual Pension Insurance
Finland
-$60.7M
3
Ameriprise
Ameriprise
Minnesota
-$41.2M
4
Stifel Financial
Stifel Financial
Missouri
-$38.7M
5
Comerica Bank
Comerica Bank
Texas
-$36.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Modern Wealth Management
Kansas
$3.5M +$1.58M +66,581 +83%
Citigroup
127
Citigroup
New York
$3.46M +$95.4K +4,010 +3%
IA
128
IFP Advisors
Florida
$3.43M +$3M +126,232 +714%
RA
129
RFG Advisory
Alabama
$3.35M -$435K -18,276 -11%
AWA
130
Arkadios Wealth Advisors
Georgia
$3.25M +$1.61M +67,810 +99%
NS
131
NBC Securities
Alabama
$3.17M +$2.91M +122,352 +1,134%
SFPG
132
Stonebridge Financial Planning Group
Florida
$3.16M +$1.02M +42,698 +47%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$3.12M +$330K +13,886 +12%
MWP
134
Meriwether Wealth & Planning
Louisiana
$3.1M +$68K +2,858 +2%
QC
135
Quadrature Capital
United Kingdom
$3.07M +$3.07M +128,972 New
CA
136
CGN Advisors
Kansas
$3.02M +$309K +12,976 +11%
AP
137
Appleton Partners
Massachusetts
$3.02M +$44.2K +1,857 +1%
TPA
138
Trivium Point Advisory
Connecticut
$2.95M +$134K +5,636 +5%
SWM
139
SigFig Wealth Management
California
$2.9M +$776K +32,727 +37%
MFF
140
Michels Family Financial
Texas
$2.85M +$79.4K +3,335 +3%
KF
141
K2 Financial
California
$2.85M +$144K +6,135 +5%
CLGM
142
Capitolis Liquid Global Markets
New York
$2.84M -$952K -40,000 -25%
CIM
143
Cambria Investment Management
California
$2.82M +$2.82M +119,360 New
MA
144
MCF Advisors
Kentucky
$2.81M -$26.3K -1,105 -0.9%
Northwestern Mutual Wealth Management
145
Northwestern Mutual Wealth Management
Wisconsin
$2.76M +$405K +17,036 +17%
Comerica Bank
146
Comerica Bank
Texas
$2.72M -$36.6M -1,538,283 -93%
PAG
147
Private Advisor Group
New Jersey
$2.7M -$58.3K -2,451 -2%
BCM
148
Brookstone Capital Management
Illinois
$2.7M -$118K -4,937 -4%
GRP
149
Global Retirement Partners
California
$2.69M +$2.69M +113,211 New
FIA
150
Foundations Investment Advisors
Arizona
$2.65M +$660K +27,726 +33%
4 5
6
7 8