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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$423M
2
Wells Fargo
2
Wells Fargo
California
$188M
3
Bank of America
3
Bank of America
North Carolina
$114M
4
Morgan Stanley
4
Morgan Stanley
New York
$127M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$53.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.17M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$74M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$65.5M
4
DIP
4
DT Investment Partners
Pennsylvania
$1.57M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$423M 18,082,541 +18,082,541 New
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$253M 10,839,000 -214,400 -2%
Wells Fargo
3
Wells Fargo
California
$188M 8,045,016 +8,033,446 +69,433%
Morgan Stanley
4
Morgan Stanley
New York
$127M 5,434,576 +3,583,937 +194%
Bank of America
5
Bank of America
North Carolina
$114M 4,876,996 +4,549,443 +1,389%
NL
6
NEPC LLC
Massachusetts
$93.5M 3,999,669 +88,323 +2%
Ameriprise
7
Ameriprise
Minnesota
$85M 3,637,411 +1,166,484 +47%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$74M 3,162,996 -2,871,765 -48%
LPL Financial
9
LPL Financial
California
$65.6M 2,806,607 +74,350 +3%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$65.5M 2,800,000 -2,092,000 -43%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$56.1M 2,398,395 +2,189,093 +1,046%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$53.2M 2,274,104 +2,274,104 New
KAM
13
Kensington Asset Management
Texas
$52M 2,224,800 +2,224,800 New
OPAM
14
Ocean Park Asset Management
California
$47.1M 2,014,076 +554,476 +38%
CAL
15
Capital Analysts LLC
Pennsylvania
$41.1M 1,755,989 +41,750 +2%
APWA
16
Atlas Private Wealth Advisors
New Jersey
$35.1M 1,503,264 +426,440 +40%
DF
17
Donoghue Forlines
Massachusetts
$28.4M 1,214,790 +1,214,790 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$28.1M 1,202,927 +641,004 +114%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$23.5M 1,006,608 +1,006,608 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$22.2M 947,584 +484,801 +105%
GVAG
21
Great Valley Advisor Group
Delaware
$20.1M 858,216 +858,216 New
SPWG
22
Syntegra Private Wealth Group
Missouri
$17.6M 754,681 -13,784 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$17M 724,989 -72,807 -9%
KBFS
24
Kohmann Bosshard Financial Services
Ohio
$16.5M 704,974 +38,521 +6%
CE
25
Cornerstone Enterprises
Wisconsin
$16.1M 689,173 +689,173 New
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