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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
126
Caitlin John
Michigan
$5.69M +$1.5M +63,533 +35%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$5.5M +$1.52M +64,453 +38%
WFL
128
Wealth Forward LLC
North Dakota
$5.45M +$53.4K +2,261 +1%
HWMG
129
Hurlow Wealth Management Group
Indiana
$5.36M +$359K +15,227 +7%
HAG
130
HF Advisory Group
Maryland
$5.34M +$466K +19,729 +9%
Mariner
131
Mariner
Kansas
$5.3M -$108K -4,597 -2%
WCM
132
Winthrop Capital Management
Indiana
$5.25M -$1.07M -45,376 -17%
KAS
133
Kestra Advisory Services
Texas
$5.23M +$874K +37,037 +20%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$5.17M -$261K -11,058 -5%
SWM
135
SigFig Wealth Management
California
$5.11M +$821K +34,809 +19%
RWM
136
Rialto Wealth Management
New York
$5.09M +$1.39M +59,010 +37%
PAG
137
Private Advisor Group
New Jersey
$5.09M -$824K -34,939 -14%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$5.07M -$691K -29,290 -12%
TNBTD
139
Trustmark National Bank Trust Department
Mississippi
$4.97M -$1.02M -43,216 -17%
AI
140
Arvest Investments
Arkansas
$4.96M +$556K +23,573 +12%
MFG
141
Marmo Financial Group
Tennessee
$4.91M -$82.2K -3,482 -2%
BlackRock
142
BlackRock
New York
$4.9M +$1.38M +58,451 +39%
RA
143
RFG Advisory
Alabama
$4.9M -$118K -4,984 -2%
VC
144
Vicus Capital
Pennsylvania
$4.48M +$555K +23,520 +14%
CPSC
145
Carl P. Sherr & Co
Massachusetts
$4.45M +$68K +2,882 +2%
BIG
146
Bush Investment Group
Georgia
$4.42M +$250K +10,598 +6%
AWA
147
Alaska Wealth Advisors
Alaska
$4.41M +$127K +5,365 +3%
HPC
148
Hobart Private Capital
North Carolina
$4.35M -$544K -23,052 -11%
CF
149
Convergence Financial
Missouri
$4.35M +$2.27M +96,369 +107%
BAG
150
Bauman Advisory Group
Nevada
$4.33M +$3.86M +163,723 +752%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.