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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$973M
2
VIA
2
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M
5
OPAM
5
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
2
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
151
Veery Capital
Delaware
$2.33M +$16.8K +719 +0.7%
Northwestern Mutual Wealth Management
152
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$740K +31,617 +47%
Bank of New York Mellon
153
Bank of New York Mellon
New York
$2.24M +$1.23M +52,690 +123%
APW
154
Aurora Private Wealth
New Jersey
$2.22M +$216K +9,223 +11%
CWMS
155
Cannon Wealth Management Services
North Carolina
$2.17M +$40.9K +1,767 +2%
CWM
156
CIBC World Markets
New York
$2.16M +$2.16M +92,141 New
SFPG
157
Stonebridge Financial Planning Group
Florida
$2.11M +$709K +30,256 +50%
SWM
158
SigFig Wealth Management
California
$2.1M +$507K +21,667 +32%
FFS
159
Founders Financial Securities
Maryland
$2.08M +$119K +5,112 +6%
FA
160
Fiduciary Alliance
South Carolina
$2.07M +$125K +5,325 +6%
HighTower Advisors
161
HighTower Advisors
Illinois
$2.03M +$1.36M +58,155 +204%
CF
162
Convergence Financial
Missouri
$2M +$54.2K +2,316 +3%
DE
163
Diversified Enterprises
Delaware
$2M +$675K +28,829 +51%
RWM
164
Revisor Wealth Management
Ohio
$2M +$854K +36,472 +75%
NFG
165
Nations Financial Group
Iowa
$1.99M +$1.99M +84,857 New
SA
166
Sunesis Advisors
Kansas
$1.97M – – –
FIA
167
Foundations Investment Advisors
Arizona
$1.96M -$603K -25,733 -24%
SS
168
Sound Stewardship
Kansas
$1.94M +$1.57K +67 +0.1%
LA
169
Lifeworks Advisors
Michigan
$1.9M +$1.27M +54,289 +203%
MWM
170
Modern Wealth Management
Kansas
$1.88M +$505K +21,584 +37%
SI
171
Stephens Inc
Arkansas
$1.88M +$491K +20,955 +35%
EPW
172
Endeavor Private Wealth
Kansas
$1.84M +$1.59M +68,098 +646%
NF
173
Nikulski Financial
Iowa
$1.78M -$24.7K -1,055 -1%
AAG
174
Armstrong Advisory Group
Massachusetts
$1.77M – – –
WAP
175
Wealthcare Advisory Partners
Pennsylvania
$1.77M +$13.2K +563 +0.8%
5 6
7
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