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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

449 hedge funds and large institutions have $5.91B invested in SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 235 increasing their positions, 111 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+16
Holders Change %
+3.7%
% of All Funds
6.1%
Holding in Top 10
31
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.9%
% of All Funds
0.42%
New
65
Increased
235
Reduced
111
Closed
35
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$973M
2
VIA
2
Vantagepoint Investment Advisers
District of Columbia
$171M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$139M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$137M
5
OPAM
5
Ocean Park Asset Management
California
$246M

Top Sellers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$86.8M
2
DAS
2
Diversify Advisory Services
Utah
$4.95M
3
Goldman Sachs
3
Goldman Sachs
New York
$42M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$91.7M
5
BWP
5
BlueStem Wealth Partners
Minnesota
$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
MGWM
201
Marks Group Wealth Management
Minnesota
$1.31M +$1.31M +56,054 New
FM
202
Foster & Motley
Ohio
$1.31M +$23.5K +1,002 +2%
SS
203
SBI Securities
Japan
$1.27M -$77.3K -3,302 -6%
VI
204
VanderPol Investments
Michigan
$1.26M +$155K +6,624 +14%
KAS
205
Kestra Advisory Services
Texas
$1.26M -$583K -24,873 -32%
SFO
206
Stokes Family Office
Louisiana
$1.26M +$797K +34,041 +174%
AWM
207
Avior Wealth Management
Nebraska
$1.25M -$137K -5,853 -10%
SF
208
SWP Financial
California
$1.22M +$52.6K +2,247 +5%
SWP
209
Stratos Wealth Partners
Ohio
$1.2M -$405K -17,313 -25%
AI
210
Atria Investments
North Carolina
$1.2M +$142K +6,064 +13%
APW
211
Austin Private Wealth
Texas
$1.18M +$756K +32,278 +178%
PCA
212
Prosperity Capital Advisors
Ohio
$1.13M +$45.8K +1,962 +4%
UAG
213
United Advisor Group
Ohio
$1.13M +$142K +6,063 +14%
CFD
214
Creative Financial Designs
Indiana
$1.12M +$12K +513 +1%
IFA
215
Index Fund Advisors
California
$1.1M -$1.04M -44,426 -49%
CA
216
Continuum Advisory
Idaho
$1.1M +$290K +12,384 +36%
SW
217
Simplicity Wealth
New Jersey
$1.09M -$577K -24,651 -35%
CNBOF
218
City National Bank of Florida
Florida
$1.09M -$648K -27,663 -37%
NIWA
219
New Insight Wealth Advisors
California
$1.08M +$101K +4,324 +10%
CF
220
Centaurus Financial
California
$1.08M +$86.7K +3,700 +9%
Calamos Advisors
221
Calamos Advisors
Illinois
$1.06M +$610K +26,063 +135%
RFN
222
Redwood Financial Network
Ohio
$1.06M -$1.27K -54 -0.1%
FTUS
223
Flow Traders U.S.
New York
$1.06M +$1.06M +45,220 New
KWS
224
Keystone Wealth Services
California
$1.06M +$4.5K +192 +0.4%
CWM
225
Capital Wealth Management
Rhode Island
$1.04M +$32.3K +1,378 +3%
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9
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