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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Toews Corporation
New Jersey
$53M
2
US Bancorp
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
Comerica Bank
Texas
$36.1M
4
KAM
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$189M
2
JFG
Jefferies Financial Group
New York
$7.71M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
NEPC LLC
Massachusetts
$65.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
176
Provenance Wealth Advisors
Florida
$689K – – –
PS
177
Principal Securities
Iowa
$671K +$172K +7,406 +34%
AWA
178
Alaska Wealth Advisors
Alaska
$665K -$26.1K -1,125 -4%
CA
179
Continuum Advisory
Idaho
$659K -$89.7K -3,863 -12%
SFS
180
Symphony Financial Services
Ohio
$637K +$637K +11,000 New
PFS
181
Prospera Financial Services
Texas
$626K -$463K -19,933 -43%
WP
182
WealthPLAN Partners
Nebraska
$623K +$6.34K +273 +1%
SWM
183
SigFig Wealth Management
California
$619K +$619K +26,667 New
SPIA
184
Steward Partners Investment Advisory
New York
$601K +$598K +25,723 +18,640%
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$601K +$481K +20,689 +401%
D
186
Diversified
Delaware
$586K +$586K +25,235 New
NIWA
187
New Insight Wealth Advisors
California
$569K +$569K +24,485 New
FAM
188
Formidable Asset Management
Ohio
$549K +$549K +23,614 New
AFAS
189
Acorn Financial Advisory Services
Virginia
$533K +$74.6K +3,212 +16%
AAM
190
Advisors Asset Management
Colorado
$518K +$48.3K +2,078 +10%
WWM
191
Western Wealth Management
Colorado
$505K -$2.76K -119 -0.5%
TC
192
TownSquare Capital
Utah
$493K +$64.6K +2,781 +15%
CWM
193
Collaborative Wealth Management
Florida
$491K -$296K -12,736 -38%
CSPIA
194
Cary Street Partners Investment Advisory
Virginia
$486K +$131K +5,643 +37%
SPC
195
Sigma Planning Corp
Michigan
$477K -$16.8K -725 -3%
Victory Capital Management
196
Victory Capital Management
Texas
$465K – – –
FPWM
197
FSB Premier Wealth Management
Iowa
$457K +$1.77K +76 +0.4%
APW
198
Austin Private Wealth
Texas
$448K +$94.7K +4,075 +27%
Betterment LLC
199
Betterment LLC
New York
$448K -$450K -19,366 -50%
CAS
200
Coppell Advisory Solutions
Texas
$430K +$430K +18,521 New
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