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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
151
Merit Financial Group
Georgia
$248K 11,077 +457 +4%
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$247K 11,010 +11,010 New
GWCM
153
Godshalk Welsh Capital Management
Pennsylvania
$247K 11,000 +11,000 New
PIA
154
Perennial Investment Advisors
California
$242K 10,793 +116 +1%
NC
155
NovaPoint Capital
Georgia
$239K 10,646 – –
Mercer Global Advisors
156
Mercer Global Advisors
Colorado
$237K 10,566 +10,566 New
MAS
157
Madden Advisory Services
Florida
$228K 10,162 -715 -7%
DCM
158
Dimension Capital Management
Florida
$220K 9,829 +9,829 New
MAWAG
159
Mid-American Wealth Advisory Group
Missouri
$220K 9,887 -100,194 -91%
AA
160
Advisory Alpha
Michigan
$203K 9,032 -23 -0.3%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$176K 7,844 +7,844 New
NS
162
NBC Securities
Alabama
$170K 7,606 +7,606 New
BEI
163
Benjamin Edwards Inc
Missouri
$162K 7,241 +3,824 +112%
UBS Group
164
UBS Group
Switzerland
$162K 7,219 +7,006 +3,289%
WTC
165
WhitTier Trust Company
Nevada
$158K 7,030 -1,360 -16%
GWM
166
Geneos Wealth Management
Colorado
$145K 6,454 +113 +2%
APC
167
Aspire Private Capital
North Carolina
$142K 6,317 +5,659 +860%
RG
168
Retirement Group
California
$133K 5,951 – –
EWA
169
EP Wealth Advisors
California
$124K 5,527 +5,527 New
WOSD
170
WFA of San Diego
California
$121K 5,393 -833 -13%
WT
171
Whittier Trust
California
$117K 5,230 – –
HI
172
Harbour Investments
Wisconsin
$113K 5,062 +496 +11%
ACA
173
Aptus Capital Advisors
Alabama
$88.7K 3,955 +3,860 +4,063%
FFA
174
Founders Financial Alliance
North Carolina
$82.5K 3,679 +859 +30%
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
$78.4K 3,497 +3,297 +1,649%
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