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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
176
Clearstead Advisors
Ohio
$1.41M 60,281 -574,291 -91%
SCA
177
SMH Capital Advisors
Texas
$1.41M 60,000 +60,000 New
CCA
178
Catalyst Capital Advisors
New York
$1.41M 60,000 +60,000 New
SFPG
179
Stonebridge Financial Planning Group
Florida
$1.41M 59,933 +9,319 +18%
SI
180
Stephens Inc
Arkansas
$1.39M 59,275 +12,587 +27%
AWM
181
Avior Wealth Management
Nebraska
$1.39M 59,258 -18,441 -24%
MWM
182
Modern Wealth Management
Kansas
$1.38M 58,852 +14,113 +32%
KWM
183
Kingsview Wealth Management
Oregon
$1.35M 57,691 +4,855 +9%
SS
184
SBI Securities
Japan
$1.35M 57,633 +57,633 New
DE
185
Diversified Enterprises
Delaware
$1.33M 56,654 +30,715 +118%
RW
186
Rede Wealth
Virginia
$1.33M 56,571 +9,908 +21%
SA
187
Sovran Advisors
California
$1.31M 56,028 +56,028 New
FM
188
Foster & Motley
Ohio
$1.29M 54,919 -3,191 -5%
RWM
189
Rialto Wealth Management
New York
$1.28M 54,628 +54,628 New
SG
190
StoneX Group
New York
$1.28M 54,516 +54,516 New
EWA
191
Exencial Wealth Advisors
Oklahoma
$1.26M 53,622 +2,912 +6%
AAS
192
Ameritas Advisory Services
Nebraska
$1.24M 53,028 +3,088 +6%
WWA
193
WCG Wealth Advisors
Nevada
$1.19M 50,596 -181 -0.4%
SF
194
SWP Financial
California
$1.17M 49,832 -172,346 -78%
WS
195
Wedbush Securities
California
$1.17M 49,739 -1,701 -3%
RWM
196
Revisor Wealth Management
Ohio
$1.14M 48,717 -53,940 -53%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$1.14M 48,755 +18,138 +59%
TFO
198
Timonier Family Office
North Carolina
$1.13M 48,273 +48,273 New
CFD
199
Creative Financial Designs
Indiana
$1.11M 47,435 +634 +1%
BAM
200
BTS Asset Management
Massachusetts
$1.11M 47,109 +25,899 +122%
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