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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

307 hedge funds and large institutions have $2.81B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 130 increasing their positions, 79 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+37
Holders Change %
+13.7%
% of All Funds
4.45%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
68
Increased
130
Reduced
79
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$243M
2
State of New Jersey Common Pension Fund D
2
State of New Jersey Common Pension Fund D
New Jersey
$139M
3
AA
3
Advisory Alpha
Michigan
$66.1M
4
Ameriprise
4
Ameriprise
Minnesota
$132M
5
US Bancorp
5
US Bancorp
Minnesota
$45.7M

Top Sellers

1
SEI Investments
1
SEI Investments
Pennsylvania
$333M
2
Bank of America
2
Bank of America
North Carolina
$27.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.2M
4
MERSOM
4
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M
5
NL
5
NEPC LLC
Massachusetts
$76.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$333M 14,177,243 -3,905,298 -22%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$259M 11,043,200 +204,200 +2%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$243M 10,375,638 +7,977,243 +333%
Wells Fargo
4
Wells Fargo
California
$188M 8,024,338 -20,678 -0.3%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$139M 5,940,000 +3,140,000 +112%
Ameriprise
6
Ameriprise
Minnesota
$132M 5,606,533 +1,969,122 +54%
LPL Financial
7
LPL Financial
California
$79.1M 3,371,254 +564,647 +20%
NL
8
NEPC LLC
Massachusetts
$76.7M 3,268,945 -730,724 -18%
OPAM
9
Ocean Park Asset Management
California
$71.3M 3,038,304 +1,024,228 +51%
Morgan Stanley
10
Morgan Stanley
New York
$68.2M 2,908,658 -2,525,918 -46%
AA
11
Advisory Alpha
Michigan
$66.1M 2,815,982 +2,568,757 +1,039%
KAM
12
Kensington Asset Management
Texas
$55.3M 2,356,400 +131,600 +6%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$52.7M 2,244,488 -29,616 -1%
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$52.6M 2,241,710 -921,286 -29%
US Bancorp
15
US Bancorp
Minnesota
$45.7M 1,949,943 +1,735,553 +810%
CAL
16
Capital Analysts LLC
Pennsylvania
$42.5M 1,809,498 +53,509 +3%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$33.4M 1,422,012 +1,422,012 New
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$31.6M 1,345,914 +339,306 +34%
DF
19
Donoghue Forlines
Massachusetts
$31.1M 1,323,931 +109,141 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$30.8M 1,311,572 +108,645 +9%
BF
21
BOK Financial
Oklahoma
$28.4M 1,221,714 +775,095 +174%
JFG
22
Jefferies Financial Group
New York
$28.1M 1,196,282 +1,196,282 New
Bank of America
23
Bank of America
North Carolina
$27.3M 1,164,598 -3,712,398 -76%
GVAG
24
Great Valley Advisor Group
Delaware
$25.8M 1,098,021 +239,805 +28%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$25.5M 1,088,041 +140,457 +15%
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