State Street SPDR Portfolio High Yield Bond ETF
SPHY
373 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.
221% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 24
126% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 82
114% more capital inflows, than outflows
Capital inflows: $626M | Capital outflows: $293M
16% more funds holding
Funds holding: 321 → 373 (+52)
16% more funds holding in top 10
Funds holding in top 10: 19 → 22 (+3)
0.44% less ownership
Funds ownership: 66.68% → 66.24% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
|
+$62.6M |
| 2 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$55.6M |
| 3 |
Benjamin Edwards Inc
Clayton,
Missouri
|
+$43.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$36.4M |
| 5 |
NEOS Investment Management
Westport,
Connecticut
|
+$33.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$88.1M |
| 2 |
NEPC LLC
Boston,
Massachusetts
|
-$54.6M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$35.4M |
| 4 |
Barclays
London,
United Kingdom
|
-$21.2M |
| 5 |
Great Valley Advisor Group
Wilmington,
Delaware
|
-$18.7M |
SPHY Hedge Fund Activity: Q3 2024 in Review
373 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q3 2024, worth a combined $3.52B — up 13% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SPHY positions and 24 closed out — a net gain of 53 holders — while 185 added to existing stakes and 82 trimmed.
The largest buyer was Adventist Health System Sunbelt Healthcare Corp, adding an estimated $62.6M. The largest seller was Neuberger Berman Group, cutting an estimated $88.1M.
- 373 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q3 2024, up from 321 in Q2 2024.
- Funds reported $3.52B of State Street SPDR Portfolio High Yield Bond ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 77 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q3 2024 and 24 closed out, a net change of +53 holders.
- The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q3 2024 was Adventist Health System Sunbelt Healthcare Corp, an estimated $62.6M added.
- The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q3 2024 was Neuberger Berman Group, an estimated $88.1M sold.
Based on aggregated 13F filings for Q3 2024.