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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

207 hedge funds and large institutions have $1.44B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 99 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+29
Holders Change %
+16.29%
% of All Funds
3.3%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.16%
New
46
Increased
99
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M
2
Jane Street
2
Jane Street
New York
$161M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$110M
4
NL
4
NEPC LLC
Massachusetts
$87.7M
5
CAL
5
Capital Analysts LLC
Pennsylvania
$38.4M

Top Sellers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$135M
2
CAI
2
Capital Advisors Inc
Oklahoma
$11.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
SMM
4
Stadion Money Management
Georgia
$5.92M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$248M 11,053,400 +11,053,400 New
Jane Street
2
Jane Street
New York
$161M 7,166,495 +6,983,811 +3,823%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$135M 6,034,761 -661,667 -10%
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$110M 4,892,000 +4,892,000 New
NL
5
NEPC LLC
Massachusetts
$87.7M 3,911,346 +3,911,346 New
LPL Financial
6
LPL Financial
California
$61.3M 2,732,257 +265,797 +11%
Ameriprise
7
Ameriprise
Minnesota
$55.5M 2,470,927 +1,498,074 +154%
Morgan Stanley
8
Morgan Stanley
New York
$41.5M 1,850,639 +1,400,896 +311%
CAL
9
Capital Analysts LLC
Pennsylvania
$38.4M 1,714,239 +1,714,239 New
OPAM
10
Ocean Park Asset Management
California
$32.7M 1,459,600 +1,459,600 New
DIP
11
DT Investment Partners
Pennsylvania
$24.5M 1,092,066 +22,434 +2%
APWA
12
Atlas Private Wealth Advisors
New Jersey
$24.1M 1,076,824 +965,871 +871%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$17.9M 797,796 +310,242 +64%
SPWG
14
Syntegra Private Wealth Group
Missouri
$17.2M 768,465 +61,882 +9%
OCM
15
One Capital Management
California
$15.5M 693,170 +693,170 New
KBFS
16
Kohmann Bosshard Financial Services
Ohio
$14.9M 666,453 +27,999 +4%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$14.9M 664,924 +532,317 +401%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$12.6M 561,923 -151,320 -21%
CAN
19
Cetera Advisor Networks
California
$12.6M 560,744 +505,138 +908%
BFEC
20
Benjamin F. Edwards & Company
Missouri
$12.3M 546,408 +18,775 +4%
SA
21
SAM Advisors
California
$12M 537,297 -2,176 -0.4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12M 534,113 +375,963 +238%
CAI
23
Capital Advisors Inc
Oklahoma
$11.5M 513,312 -541,034 -51%
HP
24
Hilltop Partners
Indiana
$11.4M 510,611 +467,608 +1,087%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$11.1M 494,742 +494,742 New
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