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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

371 hedge funds and large institutions have $3.52B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 184 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.37%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
77
Increased
184
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AHSSHC
1
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M
2
OPAM
2
Ocean Park Asset Management
California
$143M
3
BEI
3
Benjamin Edwards Inc
Missouri
$44.8M
4
Stifel Financial
4
Stifel Financial
Missouri
$42.4M
5
NIM
5
NEOS Investment Management
Connecticut
$34.3M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$105M
2
NL
2
NEPC LLC
Massachusetts
$12.5M
3
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$113M
4
Barclays
4
Barclays
United Kingdom
$1.27M
5
GVAG
5
Great Valley Advisor Group
Delaware
$12.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
1
SEI Investments
Pennsylvania
$361M 14,997,833 +392,473 +3%
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$325M 13,497,600 +2,653,500 +24%
Wells Fargo
3
Wells Fargo
California
$198M 8,239,419 +23,216 +0.3%
Ameriprise
4
Ameriprise
Minnesota
$150M 6,242,467 +451,317 +8%
OPAM
5
Ocean Park Asset Management
California
$143M 5,932,291 +2,357,887 +66%
US Bancorp
6
US Bancorp
Minnesota
$117M 4,853,229 +994,058 +26%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$113M 4,716,858 -1,500,000 -24%
LPL Financial
8
LPL Financial
California
$108M 4,480,719 +698,541 +18%
Morgan Stanley
9
Morgan Stanley
New York
$105M 4,384,806 +909,106 +26%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$105M 4,382,588 -3,733,713 -46%
KAM
11
Kensington Asset Management
Texas
$99M 4,179,100 +400,000 +11%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$81.2M 3,376,946 +3,967 +0.1%
AA
13
Advisory Alpha
Michigan
$78.5M 3,265,320 +378,118 +13%
TC
14
Toews Corporation
New Jersey
$54.1M 2,250,100 -30,000 -1%
CAL
15
Capital Analysts LLC
Pennsylvania
$47.1M 1,956,771 +82,414 +4%
DAS
16
Diversify Advisory Services
Utah
$46.8M 1,972,444 +1,290,341 +189%
BEI
17
Benjamin Edwards Inc
Missouri
$44.8M 1,861,963 +1,854,112 +23,616%
Stifel Financial
18
Stifel Financial
Missouri
$42.4M 1,763,994 +1,544,102 +702%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$41.9M 1,741,280 +104,805 +6%
APWA
20
Atlas Private Wealth Advisors
New Jersey
$41.2M 1,715,011 -11,129 -0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$39.3M 1,633,526 +277,993 +21%
Comerica Bank
22
Comerica Bank
Texas
$36.5M 1,518,080 -35,889 -2%
Bank of America
23
Bank of America
North Carolina
$35.9M 1,494,228 +126,779 +9%
NIM
24
NEOS Investment Management
Connecticut
$34.3M 1,436,542 +1,436,542 New
CE
25
Cornerstone Enterprises
Wisconsin
$32.3M 1,344,210 +263,059 +24%
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