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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
151
Lantern Wealth Advisors
New York
$1.52M +$85.4K +3,550 +6%
HA
152
Herold Advisors
New York
$1.51M +$78.2K +3,250 +5%
OL
153
Optas LLC
Texas
$1.49M +$9.79K +407 +0.7%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$1.42M -$1.22M -50,861 -46%
DIM
155
Delta Investment Management
California
$1.42M +$294K +12,233 +26%
FM
156
Foster & Motley
Ohio
$1.4M -$155K -6,429 -10%
GRP
157
Global Retirement Partners
California
$1.35M +$63.6K +2,646 +5%
CSPAM
158
Cary Street Partners Asset Management
Virginia
$1.29M +$152K +6,340 +13%
LGW
159
Leslie Global Wealth
Illinois
$1.28M +$305K +12,684 +31%
Barclays
160
Barclays
United Kingdom
$1.27M -$21.6M -898,007 -94%
KWM
161
Kingsview Wealth Management
Oregon
$1.27M +$263K +10,943 +26%
OMC
162
Old Mission Capital
Illinois
$1.25M +$1.25M +51,869 New
WS
163
Wedbush Securities
California
$1.24M – – –
CAG
164
Csenge Advisory Group
Florida
$1.24M +$214K +8,988 +21%
WWA
165
WCG Wealth Advisors
Nevada
$1.22M +$7.82K +325 +0.6%
EWA
166
Exencial Wealth Advisors
Oklahoma
$1.22M -$40K -1,665 -3%
SFPG
167
Stonebridge Financial Planning Group
Florida
$1.22M -$53.6K -2,230 -4%
AAS
168
Ameritas Advisory Services
Nebraska
$1.2M +$238K +9,894 +25%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$1.19M -$7.58K -315 -0.6%
CFD
170
Creative Financial Designs
Indiana
$1.13M +$5.6K +233 +0.5%
SI
171
Stephens Inc
Arkansas
$1.12M +$40.7K +1,691 +4%
RW
172
Rede Wealth
Virginia
$1.12M +$736K +30,610 +191%
CFA
173
Cahill Financial Advisors
Minnesota
$1.11M -$1.18M -49,068 -52%
RFN
174
Redwood Financial Network
Ohio
$1.1M -$10.1K -422 -0.9%
MWM
175
Modern Wealth Management
Kansas
$1.08M +$237K +9,872 +28%
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7
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