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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
201
Madden Advisory Services
Florida
$240K +$2.06K +88 +0.9%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$236K -$11.6K -493 -5%
AWM
203
Accurate Wealth Management
Florida
$234K -$48.6K -2,074 -17%
DCM
204
Dimension Capital Management
Florida
$230K – – –
AFAS
205
Acorn Financial Advisory Services
Virginia
$226K +$226K +9,683 New
PFA
206
Peak Financial Advisors
Colorado
$226K -$56.7K -2,427 -20%
MAWAG
207
Mid-American Wealth Advisory Group
Missouri
$225K -$6.59K -282 -3%
GWM
208
Geneos Wealth Management
Colorado
$223K +$71.9K +3,077 +48%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$223K +$141K +6,030 +172%
KFG
210
Kingdom Financial Group
Arizona
$221K +$221K +9,468 New
WCFA
211
Walkner Condon Financial Advisors
Wisconsin
$219K +$219K +9,370 New
CPRC
212
Consolidated Portfolio Review Corp
New York
$216K +$216K +9,240 New
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$216K +$216K +9,233 New
MFIM
214
Mesirow Financial Investment Management
Illinois
$206K +$206K +8,798 New
ICG
215
InterOcean Capital Group
Tennessee
$204K +$204K +8,730 New
CCFM
216
Clear Creek Financial Management
Washington
$203K +$203K +8,670 New
NS
217
NBC Securities
Alabama
$199K +$21.7K +932 +12%
BEI
218
Benjamin Edwards Inc
Missouri
$179K +$9.92K +425 +6%
WTC
219
WhitTier Trust Company
Nevada
$157K -$7.13K -305 -4%
CIAS
220
Capital Investment Advisory Services
North Carolina
$151K +$131K +5,609 +676%
GJIA
221
Glass Jacobson Investment Advisors
Maryland
$146K +$146K +6,259 New
RG
222
Retirement Group
California
$139K – – –
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$135K +$135K +5,760 New
TWC
224
TD Waterhouse Canada
Ontario, Canada
$116K +$86K +3,716 +283%
AFWM
225
Abich Financial Wealth Management
Virginia
$107K +$107K +4,594 New
7 8
9
10 11