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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
201
Arkadios Wealth Advisors
Georgia
$698K +$372K +15,473 +114%
CSPIA
202
Cary Street Partners Investment Advisory
Virginia
$680K +$177K +7,380 +35%
JWCA
203
J.W. Cole Advisors
Florida
$676K +$676K +28,118 New
TC
204
TownSquare Capital
Utah
$656K +$145K +6,023 +28%
IWM
205
IHT Wealth Management
Illinois
$655K +$655K +27,278 New
VFPW
206
Vantage Financial Partners (Wisconsin)
Wisconsin
$652K -$107K -4,435 -14%
SPIA
207
Steward Partners Investment Advisory
New York
$647K +$25.3K +1,050 +4%
SA
208
Stewardship Advisors
Pennsylvania
$647K +$647K +26,911 New
MWA
209
Midland Wealth Advisors
Illinois
$645K +$645K +26,830 New
VWA
210
Visionary Wealth Advisors
Illinois
$638K +$638K +26,510 New
CGF
211
Constant Guidance Financial
Massachusetts
$629K +$629K +26,150 New
WIM
212
WealthPlan Investment Management
Nebraska
$625K +$625K +25,971 New
D
213
Diversified
Delaware
$624K +$16.9K +704 +3%
DE
214
Diversified Enterprises
Delaware
$624K +$624K +25,939 New
AAM
215
Advisors Asset Management
Colorado
$612K +$75.8K +3,151 +14%
LSIA
216
LaSalle St. Investment Advisors
Illinois
$602K +$602K +25,050 New
BWP
217
Balboa Wealth Partners
Arizona
$592K +$592K +24,608 New
EB
218
Exchange Bank
California
$576K -$327K -13,613 -36%
AWA
219
Alaska Wealth Advisors
Alaska
$573K -$116K -4,826 -17%
AFAS
220
Acorn Financial Advisory Services
Virginia
$560K +$8.44K +351 +2%
GWCM
221
Godshalk Welsh Capital Management
Pennsylvania
$548K +$115K +4,800 +27%
WWM
222
Western Wealth Management
Colorado
$522K -$577 -24 -0.1%
SPC
223
Sigma Planning Corp
Michigan
$518K +$24.3K +1,011 +5%
WG
224
Wealth Group
North Carolina
$515K +$103K +4,259 +25%
BAM
225
BTS Asset Management
Massachusetts
$510K +$510K +21,210 New
7 8
9
10 11