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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
Toews Corporation
New Jersey
+$53M
2
US Bancorp
US Bancorp
Minnesota
+$44.4M
3
Comerica Bank
Comerica Bank
Texas
+$35.5M
4
KAM
Kensington Asset Management
Texas
+$33M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$26.2M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$52.5M
2
JFG
Jefferies Financial Group
New York
-$20.1M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$17.8M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$13.6M
5
NL
NEPC LLC
Massachusetts
-$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
201
NFP Retirement Inc
California
$425K +$11.4K +489 +3%
GWSG
202
GPS Wealth Strategies Group
Colorado
$420K -$256 -11 -0.1%
GWCM
203
Godshalk Welsh Capital Management
Pennsylvania
$418K +$11.6K +500 +3%
HKIMG
204
Hutchens & Kramer Investment Management Group
Indiana
$412K +$146K +6,353 +55%
MPW
205
MGO Private Wealth
California
$399K -$5.88K -253 -1%
WG
206
Wealth Group
North Carolina
$398K +$85.7K +3,692 +27%
SB
207
Strategic Blueprint
Georgia
$396K +$98.4K +4,234 +33%
FIA
208
Foundations Investment Advisors
Arizona
$385K +$385K +16,563 New
RW
209
Rede Wealth
Virginia
$373K +$57.2K +2,461 +18%
BCI
210
Brinker Capital Investments
Pennsylvania
$364K +$99.6K +4,286 +38%
OPS
211
Orion Portfolio Solutions
Nebraska
$364K +$99.6K +4,286 +38%
VI
212
VanderPol Investments
Michigan
$360K +$43.1K +1,857 +14%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$354K +$1.65K +71 +0.5%
UCFA
214
United Capital Financial Advisors
Texas
$351K +$2.49K +107 +0.7%
SFS
215
Sowell Financial Services
Arkansas
$346K -$12.9K -553 -4%
PFA
216
Peak Financial Advisors
Colorado
$331K +$11.2K +483 +4%
PFM
217
Phillips Financial Management
Indiana
$329K -$8.62K -371 -3%
SCA
218
Scott Capital Advisors
Oregon
$328K +$66.6K +2,865 +25%
AFP
219
Ausdal Financial Partners
Iowa
$322K +$322K +13,846 New
AWA
220
Arkadios Wealth Advisors
Georgia
$314K +$314K +13,536 New
IW
221
Instrumental Wealth
Florida
$314K +$5.4K +230 +2%
GA
222
Geller Advisors
New York
$309K – – –
VT
223
Vise Technologies
New York
$307K +$1.39K +60 +0.5%
FAIM
224
Financial Advocates Investment Management
Washington
$304K -$37K -1,593 -11%
KFI
225
Key Financial Inc
Pennsylvania
$300K +$11.5K +494 +4%
7 8
9
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