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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
176
Atomi Financial Group
New York
$3.18M -$603K -25,544 -16%
Natixis Advisors
177
Natixis Advisors
Massachusetts
$3.17M +$2.63M +111,354 +452%
CPCP
178
Cedar Point Capital Partners
Iowa
$3.17M +$3.21M +135,902 New
MFF
179
Michels Family Financial
Texas
$3.14M +$66.5K +2,817 +2%
FA
180
Fiduciary Alliance
South Carolina
$2.86M +$380K +16,107 +15%
CSP
181
Cary Street Partners
Virginia
$2.83M +$180K +7,624 +7%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$2.76M +$2.58M +109,465 +1,238%
SIA
183
Serenity Investment Advisors
Illinois
$2.75M +$382K +16,196 +16%
CPBTD
184
Central Pacific Bank - Trust Division
Hawaii
$2.73M -$772K -32,705 -22%
OPTFSNA
185
Old Point Trust & Financial Services N A
Virginia
$2.7M +$481K +20,371 +21%
SA
186
Sanctuary Advisors
Indiana
$2.64M -$878K -37,187 -25%
VC
187
Veery Capital
Delaware
$2.63M +$16.8K +711 +0.6%
AI
188
Auour Investments
Massachusetts
$2.62M +$66.4K +2,814 +3%
MWM
189
Modern Wealth Management
Kansas
$2.62M +$320K +13,570 +14%
PJC
190
Phillip James Consulting
Minnesota
$2.54M +$1.28M +54,185 New
MA
191
MCF Advisors
Kentucky
$2.52M -$262K -11,093 -9%
PIWA
192
Prevail Innovative Wealth Advisors
Kansas
$2.47M +$723K +30,638 +41%
PS
193
Principal Securities
Iowa
$2.47M -$10.5M -443,940 -81%
Victory Capital Management
194
Victory Capital Management
Texas
$2.45M -$10M -425,000 -80%
CWMS
195
Cannon Wealth Management Services
North Carolina
$2.44M +$228K +9,668 +10%
EFG
196
Elm3 Financial Group
Georgia
$2.42M +$805K +34,127 +49%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$2.42M -$3.45M -146,178 -59%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$2.39M +$468K +19,832 +24%
Allianz Asset Management
199
Allianz Asset Management
Germany
$2.39M
FM
200
Foster & Motley
Ohio
$2.38M +$437K +18,518 +22%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.