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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
151
Betterment LLC
New York
$907K 38,653 +38,653 New
KWM
152
Kingsview Wealth Management
Oregon
$884K 37,698 +37,698 New
CAG
153
Csenge Advisory Group
Florida
$871K 37,108 +4,334 +13%
CF
154
Convergence Financial
Missouri
$869K 37,057 +37,057 New
SI
155
Stephens Inc
Arkansas
$854K 36,382 +21,388 +143%
CWM
156
Collaborative Wealth Management
Florida
$795K 33,879 -938 -3%
EB
157
Exchange Bank
California
$792K 33,739 +1,602 +5%
CA
158
Continuum Advisory
Idaho
$748K 32,229 +8,881 +38%
IC
159
Inscription Capital
Texas
$739K 31,485 -2,838 -8%
AAS
160
Ameritas Advisory Services
Nebraska
$735K 31,424 +31,424 New
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$709K 30,210 -79,041 -72%
Pathstone Holdings
162
Pathstone Holdings
New Jersey
$704K 30,000 – –
AWA
163
Alaska Wealth Advisors
Alaska
$698K 29,766 – –
PWA
164
Provenance Wealth Advisors
Florida
$695K 29,642 – –
PAS
165
Park Avenue Securities
New York
$694K 29,600 +2,760 +10%
EDRIA
166
Edmonds Duncan Registered Investment Advisors
Kansas
$686K 29,242 +838 +3%
APC
167
Aspire Private Capital
North Carolina
$673K 28,674 +12,994 +83%
WP
168
WealthPLAN Partners
Nebraska
$623K 26,541 -497 -2%
Comerica Bank
169
Comerica Bank
Texas
$601K 25,636 +989 +4%
AFG
170
Atomi Financial Group
New York
$539K 22,990 +22,990 New
JCIA
171
Jackson Creek Investment Advisors
Colorado
$523K 22,286 -3,782 -15%
SW
172
SVB Wealth
Massachusetts
$514K 21,895 -2,454 -10%
WWM
173
Western Wealth Management
Colorado
$513K 21,860 +1,284 +6%
PS
174
Principal Securities
Iowa
$504K 21,482 +8,951 +71%
SPC
175
Sigma Planning Corp
Michigan
$499K 21,273 +21,273 New
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