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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
176
Keystone Wealth Services
California
$1.07M -$155K -6,443 -13%
AAS
177
Avantax Advisory Services
Texas
$1.07M -$174K -7,240 -14%
FA
178
Fermata Advisors
California
$1.06M -$11.4K -474 -1%
CF
179
Centaurus Financial
California
$1.03M +$23K +954 +2%
SFS
180
Sowell Financial Services
Arkansas
$1.02M +$658K +27,376 +184%
SWM
181
SigFig Wealth Management
California
$1.01M +$371K +15,402 +58%
BRWA
182
B. Riley Wealth Advisors
Florida
$960K +$235K +9,788 +32%
BFA
183
Brown Financial Advisory
Alabama
$940K -$74K -3,076 -7%
NIWA
184
New Insight Wealth Advisors
California
$902K +$313K +13,005 +53%
TC
185
Trilogy Capital
California
$863K +$2K +83 +0.2%
SWP
186
Stratos Wealth Partners
Ohio
$857K -$452K -18,790 -35%
PAS
187
Park Avenue Securities
New York
$821K +$69.9K +2,907 +9%
LA
188
Lifeworks Advisors
Michigan
$802K +$802K +33,351 New
BCA
189
Bay Colony Advisors
Massachusetts
$796K +$796K +33,077 New
APC
190
Aspire Private Capital
North Carolina
$794K +$12.8K +533 +2%
EDRIA
191
Edmonds Duncan Registered Investment Advisors
Kansas
$782K +$61.9K +2,573 +9%
IC
192
Inscription Capital
Texas
$772K -$32.4K -1,346 -4%
Schroder Investment Management Group
193
Schroder Investment Management Group
United Kingdom
$750K -$326K -13,562 -30%
Millennium Management
194
Millennium Management
New York
$742K +$742K +30,860 New
Jones Financial Companies
195
Jones Financial Companies
Missouri
$737K +$588K +24,423 +394%
HighTower Advisors
196
HighTower Advisors
Illinois
$734K -$279K -11,613 -28%
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$722K – – –
PWA
198
Provenance Wealth Advisors
Florida
$713K – – –
CA
199
Continuum Advisory
Idaho
$700K +$27.6K +1,162 +4%
CIA
200
Compass Ion Advisors
Pennsylvania
$700K +$700K +29,095 New
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8
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