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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$719K +30,969 +165%
CSPAM
152
Cary Street Partners Asset Management
Virginia
$1.1M +$200K +8,612 +22%
DIM
153
Delta Investment Management
California
$1.08M +$32K +1,379 +3%
CFD
154
Creative Financial Designs
Indiana
$1.08M +$1.6K +69 +0.1%
RFN
155
Redwood Financial Network
Ohio
$1.07M -$27.4K -1,178 -2%
SI
156
Stephens Inc
Arkansas
$1.05M +$200K +8,615 +24%
Schroder Investment Management Group
157
Schroder Investment Management Group
United Kingdom
$1.04M +$337K +14,520 +48%
FA
158
Fermata Advisors
California
$1.03M +$27.1K +1,166 +3%
CAG
159
Csenge Advisory Group
Florida
$999K +$137K +5,889 +16%
HighTower Advisors
160
HighTower Advisors
Illinois
$981K -$58.2K -2,504 -6%
BFA
161
Brown Financial Advisory
Alabama
$979K -$28.3K -1,219 -3%
CF
162
Centaurus Financial
California
$976K +$72.8K +3,133 +8%
KWM
163
Kingsview Wealth Management
Oregon
$973K +$97.5K +4,195 +11%
LGW
164
Leslie Global Wealth
Illinois
$940K +$940K +40,472 New
AAS
165
Ameritas Advisory Services
Nebraska
$930K +$200K +8,622 +27%
EB
166
Exchange Bank
California
$873K +$89.1K +3,834 +11%
TC
167
Trilogy Capital
California
$832K -$142K -6,120 -15%
MWM
168
Modern Wealth Management
Kansas
$810K +$370K +15,923 +84%
IC
169
Inscription Capital
Texas
$777K +$45.5K +1,958 +6%
APC
170
Aspire Private Capital
North Carolina
$754K +$88.2K +3,798 +13%
VFPW
171
Vantage Financial Partners (Wisconsin)
Wisconsin
$732K -$192K -8,245 -21%
PAS
172
Park Avenue Securities
New York
$725K +$37.5K +1,615 +5%
BRWA
173
B. Riley Wealth Advisors
Florida
$701K +$243K +10,441 +53%
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$697K – – –
EDRIA
175
Edmonds Duncan Registered Investment Advisors
Kansas
$696K +$16.3K +703 +2%
5 6
7
8 9