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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
201
VanderPol Investments
Michigan
$1.1M +$716K +30,509 +184%
PCA
202
Prosperity Capital Advisors
Ohio
$1.1M +$1.1M +46,679 New
RFN
203
Redwood Financial Network
Ohio
$1.06M -$11.5K -490 -1%
AI
204
Atria Investments
North Carolina
$1.06M -$843K -35,911 -44%
KWS
205
Keystone Wealth Services
California
$1.06M +$10.7K +458 +1%
TC
206
TownSquare Capital
Utah
$1.05M +$406K +17,303 +63%
IWM
207
IHT Wealth Management
Illinois
$1.04M +$397K +16,910 +62%
PFG
208
Pacific Financial Group
Washington
$1.02M +$1.02M +43,511 New
CFA
209
Cahill Financial Advisors
Minnesota
$1.02M -$64.9K -2,767 -6%
HF
210
HRT Financial
New York
$1.02M -$4.91M -209,250 -83%
Barclays
211
Barclays
United Kingdom
$1.01M -$234K -9,993 -19%
Bank of New York Mellon
212
Bank of New York Mellon
New York
$1.01M +$1.01M +42,911 New
CWM
213
Capital Wealth Management
Rhode Island
$1.01M +$1.01M +42,908 New
UAG
214
United Advisor Group
Ohio
$994K +$994K +42,335 New
Qube Research & Technologies (QRT)
215
Qube Research & Technologies (QRT)
United Kingdom
$993K +$549K +23,392 +124%
CF
216
Centaurus Financial
California
$993K -$15.6K -664 -2%
NIWA
217
New Insight Wealth Advisors
California
$985K +$105K +4,464 +12%
AWA
218
Arete Wealth Advisors
Illinois
$976K +$608K +25,912 +165%
FA
219
Fermata Advisors
California
$956K -$74.8K -3,185 -7%
Creative Planning
220
Creative Planning
Kansas
$931K +$931K +39,669 New
WCM
221
WealthTrak Capital Management
Virginia
$917K +$917K +39,077 New
BFA
222
Brown Financial Advisory
Alabama
$908K -$9.86K -420 -1%
APC
223
Aspire Private Capital
North Carolina
$864K +$89.5K +3,812 +12%
SPF
224
South Plains Financial
Texas
$863K +$863K +36,770 New
PAS
225
Park Avenue Securities
New York
$839K +$37.9K +1,615 +5%
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