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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
MW
151
Maia Wealth
Colorado
$4.32M +$790K +33,493 +22%
SSWM
152
Smith Salley Wealth Management
North Carolina
$4.24M +$4.29M +181,746 New
CIA
153
Concurrent Investment Advisors
Florida
$4.23M -$1.19M -50,597 -22%
CIM
154
Cambria Investment Management
California
$4.21M +$122K +5,189 +3%
SL
155
Systelligence LLC
Minnesota
$4.19M +$4.24M +179,578 New
NS
156
NBC Securities
Alabama
$4.17M +$572K +24,256 +16%
HF
157
HRT Financial
New York
$4.17M +$2.18M +92,384 +107%
IA
158
IFP Advisors
Florida
$4.1M +$253K +10,721 +6%
VWM
159
Verus Wealth Management
Wisconsin
$3.95M -$185K -7,848 -4%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$3.92M +$3.19M +135,044 +410%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$3.85M -$4.12M -174,750 -51%
CA
162
CGN Advisors
Kansas
$3.82M +$611K +25,887 +19%
DE
163
Diversified Enterprises
Delaware
$3.8M +$349K +14,806 +10%
SFG
164
Strategic Financial Group
Michigan
$3.79M +$3.83M +162,330 New
SI
165
Stephens Inc
Arkansas
$3.72M +$137K +5,824 +4%
EF
166
Empowered Funds
Pennsylvania
$3.61M +$417K +17,655 +13%
Calamos Advisors
167
Calamos Advisors
Illinois
$3.59M -$840K -35,585 -19%
MWP
168
Meriwether Wealth & Planning
Louisiana
$3.56M +$288K +12,210 +9%
AP
169
Appleton Partners
Massachusetts
$3.38M +$132K +5,585 +4%
GDP
170
Great Diamond Partners
Maine
$3.36M +$3.4M +144,142 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$3.36M -$159K -6,726 -4%
KF
172
K2 Financial
California
$3.34M +$171K +7,243 +5%
SI
173
Seeds Investor
New York
$3.34M +$1.28M +54,240 +62%
BS
174
Brighton Securities
New York
$3.28M +$437K +18,526 +15%
PWM
175
Perigon Wealth Management
California
$3.22M -$152K -6,438 -4%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.