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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PTC
176
Private Trust Company
Ohio
$69.3K 3,090 – –
BFPW
177
BOK Financial Private Wealth
Colorado
$62.6K 2,793 +606 +28%
HR
178
Howe & Rusling
New York
$56.9K 2,538 +187 +8%
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$52.1K 2,323 +2,323 New
TF
180
Tompkins Financial
New York
$49.6K 2,212 – –
SWM
181
Spire Wealth Management
Virginia
$40.4K 1,801 – –
BWL
182
Bogart Wealth LLC
Virginia
$39K 1,737 +35 +2%
TWC
183
TD Waterhouse Canada
Ontario, Canada
$29.1K 1,315 +428 +48%
WT
184
Washington Trust
Rhode Island
$26.5K 1,184 – –
HWA
185
HHM Wealth Advisors
Tennessee
$25.2K 1,125 – –
RIA
186
Realta Investment Advisors
Delaware
$22.9K 1,004 – –
FGAM
187
Financial Gravity Asset Management
Texas
$20.5K 934 +911 +3,961%
CIAS
188
Capital Investment Advisory Services
North Carolina
$18.6K 830 – –
CAS
189
Coppell Advisory Solutions
Texas
$17.6K 788 +358 +83%
AIC
190
Archer Investment Corporation
Indiana
$13.7K 609 +128 +27%
AF
191
Advisornet Financial
Minnesota
$13.2K 587 +157 +37%
Franklin Resources
192
Franklin Resources
California
$12.2K 543 -6 -1%
PFBT
193
Parkside Financial Bank & Trust
Missouri
$11.5K 513 +513 New
NFSG
194
Newbridge Financial Services Group
Florida
$9.05K 404 +8 +2%
IPW
195
Impact Partnership Wealth
Georgia
$8.81K 393 +393 New
RCM
196
Raleigh Capital Management
North Carolina
$8.72K 389 – –
FWM
197
Focused Wealth Management
New York
$6.99K 312 +3 +1%
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$5.07K 226 – –
GWS
199
Glassman Wealth Services
Virginia
$5.05K 225 +225 New
HCM
200
Hollencrest Capital Management
California
$2.49K 111 – –
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