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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$341K +$13K +556 +4%
PFA
202
Peak Financial Advisors
Colorado
$323K +$96K +4,093 +42%
VI
203
VanderPol Investments
Michigan
$320K +$21.3K +910 +7%
RW
204
Rede Wealth
Virginia
$319K +$319K +13,592 New
PI
205
PFG Investments
New York
$318K +$318K +13,541 New
WG
206
Wealth Group
North Carolina
$315K +$315K +13,447 New
GA
207
Geller Advisors
New York
$312K – – –
VT
208
Vise Technologies
New York
$309K -$43.5K -1,856 -12%
IW
209
Instrumental Wealth
Florida
$304K -$18.5K -800 -6%
SB
210
Strategic Blueprint
Georgia
$300K +$300K +12,807 New
GIA
211
Gladstone Institutional Advisory
Florida
$296K -$37.9K -1,617 -11%
CPRC
212
Consolidated Portfolio Review Corp
New York
$295K +$78.4K +3,343 +36%
KFI
213
Key Financial Inc
Pennsylvania
$292K – – –
IW
214
Imprint Wealth
South Carolina
$286K +$286K +12,297 New
SIA
215
Strategic Investment Advisors
Michigan
$274K +$274K +11,685 New
AWA
216
Authentikos Wealth Advisory
California
$272K +$272K +11,611 New
National Bank of Canada
217
National Bank of Canada
Quebec, Canada
$272K +$32.7K +1,410 +14%
OIA
218
OneDigital Investment Advisors
Kansas
$271K +$25.3K +1,077 +10%
HKIMG
219
Hutchens & Kramer Investment Management Group
Indiana
$268K +$268K +11,537 New
OPS
220
Orion Portfolio Solutions
Nebraska
$267K -$259K -11,053 -49%
BCI
221
Brinker Capital Investments
Pennsylvania
$267K -$259K -11,053 -49%
UAG
222
United Advisor Group
Ohio
$267K +$267K +11,365 New
SCA
223
Scott Capital Advisors
Oregon
$262K +$262K +11,250 New
FA
224
FSA Advisors
Michigan
$256K -$49.8K -2,121 -16%
NC
225
Napatree Capital
Rhode Island
$248K -$415 -18 -0.2%
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9
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