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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
176
United Capital Financial Advisors
Texas
$379K +$379K +16,207 New
TC
177
TownSquare Capital
Utah
$370K +$16.9K +722 +5%
SW
178
Simplicity Wealth
New Jersey
$368K +$368K +15,751 New
APC
179
Aspire Private Capital
North Carolina
$367K +$219K +9,363 +148%
OMC
180
Old Mission Capital
Illinois
$355K +$355K +15,204 New
VT
181
Vise Technologies
New York
$351K +$23.2K +991 +7%
GWCM
182
Godshalk Welsh Capital Management
Pennsylvania
$351K +$93.5K +4,000 +36%
SI
183
Stephens Inc
Arkansas
$351K +$351K +14,994 New
FAIM
184
Financial Advocates Investment Management
Washington
$350K +$9.26K +396 +3%
APW
185
Austin Private Wealth
Texas
$348K +$348K +14,881 New
SFS
186
Sowell Financial Services
Arkansas
$342K +$342K +14,642 New
GIA
187
Gladstone Institutional Advisory
Florida
$332K -$2.34K -100 -0.7%
PFM
188
Phillips Financial Management
Indiana
$327K -$78.3K -3,351 -19%
IW
189
Instrumental Wealth
Florida
$325K -$513 -22 -0.2%
GA
190
Geller Advisors
New York
$311K – – –
FA
191
FSA Advisors
Michigan
$305K +$305K +13,040 New
VI
192
VanderPol Investments
Michigan
$298K +$298K +12,740 New
PS
193
Principal Securities
Iowa
$293K +$293K +12,531 New
KFI
194
Key Financial Inc
Pennsylvania
$291K +$5.96K +255 +2%
PIA
195
Perennial Investment Advisors
California
$263K +$10.7K +459 +4%
NC
196
Napatree Capital
Rhode Island
$252K +$252K +10,758 New
OIA
197
OneDigital Investment Advisors
Kansas
$245K +$245K +10,478 New
DLHL
198
Donald L. Hagan LLC
Florida
$245K -$246K -10,532 -50%
CAS
199
Coppell Advisory Solutions
Texas
$243K +$225K +9,620 +1,221%
National Bank of Canada
200
National Bank of Canada
Quebec, Canada
$241K +$241K +10,330 New
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