We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF
SPHY

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321 → 372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68% → 66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
Adventist Health System Sunbelt Healthcare Corp
Florida
+$62.6M
2
OPAM
Ocean Park Asset Management
California
+$55.6M
3
BEI
Benjamin Edwards Inc
Missouri
+$43.8M
4
Stifel Financial
Stifel Financial
Missouri
+$36.4M
5
NIM
NEOS Investment Management
Connecticut
+$33.9M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$88.1M
2
NL
NEPC LLC
Massachusetts
-$54.6M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$35.4M
4
Barclays
Barclays
United Kingdom
-$21.2M
5
GVAG
Great Valley Advisor Group
Delaware
-$18.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
176
Modern Wealth Management
Kansas
$1.08M +$233K +9,872 +28%
KWS
177
Keystone Wealth Services
California
$1.07M -$152K -6,443 -13%
AAS
178
Avantax Advisory Services
Texas
$1.07M -$171K -7,240 -14%
FA
179
Fermata Advisors
California
$1.06M -$11.2K -474 -1%
CF
180
Centaurus Financial
California
$1.03M +$22.5K +954 +2%
SFS
181
Sowell Financial Services
Arkansas
$1.02M +$646K +27,376 +184%
SWM
182
SigFig Wealth Management
California
$1.01M +$363K +15,402 +58%
BRWA
183
B. Riley Wealth Advisors
Florida
$960K +$231K +9,788 +32%
BFA
184
Brown Financial Advisory
Alabama
$940K -$72.6K -3,076 -7%
NIWA
185
New Insight Wealth Advisors
California
$902K +$307K +13,005 +53%
TC
186
Trilogy Capital
California
$863K +$1.96K +83 +0.2%
SWP
187
Stratos Wealth Partners
Ohio
$857K -$443K -18,790 -35%
PAS
188
Park Avenue Securities
New York
$821K +$68.6K +2,907 +9%
LA
189
Lifeworks Advisors
Michigan
$802K +$787K +33,351 New
BCA
190
Bay Colony Advisors
Massachusetts
$796K +$781K +33,077 New
APC
191
Aspire Private Capital
North Carolina
$794K +$12.6K +533 +2%
EDRIA
192
Edmonds Duncan Registered Investment Advisors
Kansas
$782K +$60.7K +2,573 +9%
IC
193
Inscription Capital
Texas
$772K -$31.8K -1,346 -4%
Schroder Investment Management Group
194
Schroder Investment Management Group
United Kingdom
$750K -$320K -13,562 -30%
Millennium Management
195
Millennium Management
New York
$742K +$728K +30,860 New
Jones Financial Companies
196
Jones Financial Companies
Missouri
$737K +$576K +24,423 +394%
HighTower Advisors
197
HighTower Advisors
Illinois
$734K -$274K -11,613 -28%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$722K – – –
PWA
199
Provenance Wealth Advisors
Florida
$713K – – –
CA
200
Continuum Advisory
Idaho
$700K +$27.4K +1,162 +4%
6 7
8
9 10

SPHY Hedge Fund Activity: Q3 2024 in Review

372 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q3 2024, worth a combined $3.52B — up 13% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new SPHY positions and 24 closed out — a net gain of 52 holders — while 185 added to existing stakes and 82 trimmed.

The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $62.6M. The largest seller was Neuberger Berman Group, cutting an estimated $88.1M.

  • 372 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q3 2024, up from 321 in Q2 2024.
  • Funds reported $3.52B of State Street SPDR Portfolio High Yield Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 76 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q3 2024 and 24 closed out, a net change of +52 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q3 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $62.6M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q3 2024 was Neuberger Berman Group, an estimated $88.1M sold.

Based on aggregated 13F filings for Q3 2024.