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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
176
Advisors Asset Management
Colorado
$474K +$24.5K +1,044 +5%
Victory Capital Management
177
Victory Capital Management
Texas
$469K – – –
AFAS
178
Acorn Financial Advisory Services
Virginia
$463K +$235K +10,038 +104%
FPWM
179
FSB Premier Wealth Management
Iowa
$460K +$51.7K +2,202 +13%
DLHL
180
Donald L. Hagan LLC
Florida
$451K +$206K +8,772 +84%
MWM
181
Modern Wealth Management
Kansas
$444K +$444K +18,944 New
BRWA
182
B. Riley Wealth Advisors
Florida
$443K -$311K -13,888 -41%
Northwestern Mutual Wealth Management
183
Northwestern Mutual Wealth Management
Wisconsin
$441K +$306K +13,029 +226%
TC
184
TownSquare Capital
Utah
$433K +$62.3K +2,656 +17%
KAS
185
Kestra Advisory Services
Texas
$433K +$20.1K +855 +5%
GWSG
186
GPS Wealth Strategies Group
Colorado
$424K -$9.43K -402 -2%
NRI
187
NFP Retirement Inc
California
$418K +$21.6K +919 +5%
GWCM
188
Godshalk Welsh Capital Management
Pennsylvania
$411K +$58.7K +2,500 +17%
MPW
189
MGO Private Wealth
California
$409K +$409K +17,432 New
PFA
190
Petra Financial Advisors
Colorado
$388K – – –
EP
191
Eudaimonia Partners
Tennessee
$384K +$384K +16,355 New
TFA
192
Teamwork Financial Advisors
Texas
$374K -$303K -12,927 -45%
SFS
193
Sowell Financial Services
Arkansas
$362K +$18.7K +798 +5%
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$358K +$135K +5,740 +60%
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$356K +$120K +5,096 +51%
APW
196
Austin Private Wealth
Texas
$353K +$7.68K +331 +2%
UCFA
197
United Capital Financial Advisors
Texas
$352K -$27.8K -1,184 -7%
MA
198
MONECO Advisors
Connecticut
$351K -$156K -6,666 -31%
Envestnet Portfolio Solutions
199
Envestnet Portfolio Solutions
Illinois
$350K -$45.1K -1,922 -11%
FAIM
200
Financial Advocates Investment Management
Washington
$344K -$7.51K -320 -2%
6 7
8
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