We are live on ! Find out more
SPHY icon

State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
201
Cerity Partners
New York
$2.38M +$2.4M +101,857 New
GIA
202
Gladstone Institutional Advisory
Florida
$2.37M +$544K +23,039 +29%
ACA
203
AllStreet Capital Advisors
California
$2.37M -$16.4K -696 -0.7%
SG
204
StoneX Group
New York
$2.36M +$2.07M +87,636 +647%
SC
205
Scotia Capital
Ontario, Canada
$2.36M +$2.38M +101,041 New
BCM
206
Brookstone Capital Management
Illinois
$2.32M +$401K +17,007 +21%
SS
207
Sound Stewardship
Kansas
$2.28M +$93.2K +3,951 +4%
MWA
208
Martel Wealth Advisors
Washington
$2.22M +$99.4K +4,213 +5%
TF
209
Tenzing Financial
Virginia
$2.21M +$74.7K +3,167 +3%
CCFM
210
Clear Creek Financial Management
Washington
$2.16M +$2.19M +92,778 New
MHFA
211
Mission Hills Financial Advisory
California
$2.15M +$776K +32,904 +55%
LI
212
LVZ Inc
Michigan
$2.02M +$150K +6,352 +8%
LSIA
213
LaSalle St. Investment Advisors
Illinois
$2.01M +$59.3K +2,513 +3%
SS
214
SBI Securities
Japan
$2M -$24.7K -1,048 -1%
NF
215
Nikulski Financial
Iowa
$1.99M +$19.7K +833 +1%
PCIA
216
Prime Capital Investment Advisors
Kansas
$1.99M -$62.3K -2,641 -3%
SF
217
Summit Financial
New Jersey
$1.99M +$1.35M +57,018 +202%
Citigroup
218
Citigroup
New York
$1.98M +$1.85M +78,564 +1,216%
CA
219
Continuum Advisory
Idaho
$1.97M +$27.6K +1,169 +1%
AGP
220
Autumn Glory Partners
Texas
$1.95M
UAG
221
United Advisor Group
Ohio
$1.85M -$38.3K -1,624 -2%
MA
222
Mutual Advisors
Nebraska
$1.85M +$575K +24,356 +44%
SSWM
223
Sheets Smith Wealth Management
North Carolina
$1.85M -$40.9K -1,732 -2%
TAWM
224
Three Arch Wealth Management
California
$1.83M +$70.1K +2,970 +4%
APW
225
Aurora Private Wealth
New Jersey
$1.79M -$421K -17,826 -19%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.