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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

319 hedge funds and large institutions have $3.11B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 187 increasing their positions, 59 reducing their positions, and 25 closing their positions.

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
46
Increased
187
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
1
Toews Corporation
New Jersey
$53M
2
US Bancorp
2
US Bancorp
Minnesota
$89.6M
3
Comerica Bank
3
Comerica Bank
Texas
$36.1M
4
KAM
4
Kensington Asset Management
Texas
$87.8M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$78.4M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$189M
2
JFG
2
Jefferies Financial Group
New York
$7.71M
3
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.7M
5
NL
5
NEPC LLC
Massachusetts
$65.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$339M 14,605,360 +428,117 +3%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$252M 10,844,100 -199,100 -2%
Wells Fargo
3
Wells Fargo
California
$191M 8,216,203 +191,865 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$189M 8,116,301 -2,259,337 -22%
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$144M 6,216,858 +276,858 +5%
Ameriprise
6
Ameriprise
Minnesota
$135M 5,791,150 +184,617 +3%
US Bancorp
7
US Bancorp
Minnesota
$89.6M 3,859,171 +1,909,228 +98%
LPL Financial
8
LPL Financial
California
$87.9M 3,782,178 +410,924 +12%
KAM
9
Kensington Asset Management
Texas
$87.8M 3,779,100 +1,422,700 +60%
OPAM
10
Ocean Park Asset Management
California
$83M 3,574,404 +536,100 +18%
Morgan Stanley
11
Morgan Stanley
New York
$80.7M 3,475,700 +567,042 +19%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$78.4M 3,372,979 +1,128,491 +50%
AA
13
Advisory Alpha
Michigan
$67.1M 2,887,202 +71,220 +3%
NL
14
NEPC LLC
Massachusetts
$65.8M 2,833,790 -435,155 -13%
TC
15
Toews Corporation
New Jersey
$53M 2,280,100 +2,280,100 New
CAL
16
Capital Analysts LLC
Pennsylvania
$43.5M 1,874,357 +64,859 +4%
APWA
17
Atlas Private Wealth Advisors
New Jersey
$40.1M 1,726,140 +898,495 +109%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$38M 1,636,475 +324,903 +25%
Comerica Bank
19
Comerica Bank
Texas
$36.1M 1,553,969 +1,528,333 +5,962%
DF
20
Donoghue Forlines
Massachusetts
$34.8M 1,496,242 +172,311 +13%
MERSOM
21
Municipal Employees' Retirement System of Michigan
Michigan
$34.3M 1,475,743 -765,967 -34%
Bank of America
22
Bank of America
North Carolina
$31.8M 1,367,449 +202,851 +17%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$31.5M 1,355,533 +323,871 +31%
GVAG
24
Great Valley Advisor Group
Delaware
$30.2M 1,301,423 +203,402 +19%
BF
25
BOK Financial
Oklahoma
$27.6M 1,188,628 -33,086 -3%
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