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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AAP
201
Arax Advisory Partners
Colorado
$1.97K 88 – –
TRCT
202
Tower Research Capital (TRC)
New York
$1.55K 69 – –
VAG
203
VisionPoint Advisory Group
Texas
$1.28K 57 -6,740 -99%
AF
204
Allworth Financial
California
$1.19K 53 +53 New
Fidelity Investments
205
Fidelity Investments
Massachusetts
$1.14K 51 -1,673 -97%
IRAG
206
Investment Research & Advisory Group
Georgia
$1.01K 45 – –
William Blair & Company
207
William Blair & Company
Illinois
$437 19 – –
CP
208
Castleview Partners
Texas
$179 8 – –
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
– – -213,145 Closed
CA
210
CoreCap Advisors
Michigan
– – -87,555 Closed
JSA
211
Jacobson & Schmitt Advisors
Wisconsin
– – -71,492 Closed
FIM
212
Freedom Investment Management
Connecticut
– – -69,184 Closed
FEM
213
Fulcrum Equity Management
Texas
– – -52,734 Closed
V
214
Veritable
Delaware
– – -30,000 Closed
TI
215
Tidal Investments
Wisconsin
– – -23,609 Closed
SB
216
Strategic Blueprint
Georgia
– – -19,991 Closed
EFS
217
Econ Financial Services
Pennsylvania
– – -19,226 Closed
SS
218
Sunbelt Securities
Texas
– – -13,542 Closed
OMC
219
Old Mission Capital
Illinois
– – -13,189 Closed
MOS
220
MGO One Seven
Ohio
– – -12,084 Closed
TW
221
Towerpoint Wealth
California
– – -9,347 Closed
FCAS
222
First Command Advisory Services
Texas
– – -295 Closed
NRG
223
Nemes Rush Group
Michigan
– – -88 Closed
CWP
224
Concord Wealth Partners
Virginia
– – -50 Closed
IGWM
225
ICA Group Wealth Management
Colorado
– – -50 Closed
6 7 8
9
10