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SPDR Portfolio High Yield Bond ETF
SPHY

Overview Fund Activity

433 hedge funds and large institutions have $4.35B invested in SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 214 increasing their positions, 87 reducing their positions, and 35 closing their positions.

Holders
433
Holders Change
+62
Holders Change %
+16.71%
% of All Funds
5.77%
Holding in Top 10
29
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+31.82%
% of All Funds
0.39%
New
107
Increased
214
Reduced
87
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M
2
Goldman Sachs
2
Goldman Sachs
New York
$89.4M
3
OPAM
3
Ocean Park Asset Management
California
$174M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$33.3M
5
State of New Jersey Common Pension Fund D
5
State of New Jersey Common Pension Fund D
New Jersey
$132M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$5.39M
2
AHSSHC
2
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M
3
TC
3
Toews Corporation
New Jersey
$0
4
APWA
4
Atlas Private Wealth Advisors
New Jersey
$22.9M
5
SA
5
SAM Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IMPI
1
Ilmarinen Mutual Pension Insurance
Finland
$660M 28,100,000 +28,100,000 New
SEI Investments
2
SEI Investments
Pennsylvania
$370M 15,765,626 +767,793 +5%
AHSSHC
3
Adventist Health System Sunbelt Healthcare Corp
Florida
$220M 9,359,963 -4,137,637 -31%
Wells Fargo
4
Wells Fargo
California
$203M 8,657,159 +417,740 +5%
OPAM
5
Ocean Park Asset Management
California
$174M 7,414,376 +1,482,085 +25%
Ameriprise
6
Ameriprise
Minnesota
$155M 6,598,197 +355,730 +6%
State of New Jersey Common Pension Fund D
7
State of New Jersey Common Pension Fund D
New Jersey
$132M 5,616,858 +900,000 +19%
LPL Financial
8
LPL Financial
California
$119M 5,088,465 +607,746 +14%
Morgan Stanley
9
Morgan Stanley
New York
$119M 5,082,836 +698,030 +16%
US Bancorp
10
US Bancorp
Minnesota
$117M 4,984,635 +131,406 +3%
KAM
11
Kensington Asset Management
Texas
$98.1M 4,179,100 – –
Goldman Sachs
12
Goldman Sachs
New York
$89.4M 3,808,450 +2,938,686 +338%
1832 Asset Management
13
1832 Asset Management
Ontario, Canada
$76.7M 3,268,471 -108,475 -3%
AA
14
Advisory Alpha
Michigan
$76.2M 3,244,651 -20,669 -0.6%
DAS
15
Diversify Advisory Services
Utah
$56.5M 2,413,215 +440,771 +22%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$52.5M 2,237,919 +496,639 +29%
BEI
17
Benjamin Edwards Inc
Missouri
$46.6M 1,985,824 +123,861 +7%
CAL
18
Capital Analysts LLC
Pennsylvania
$46.6M 1,984,963 +28,192 +1%
Stifel Financial
19
Stifel Financial
Missouri
$43.1M 1,836,719 +72,725 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$43.1M 1,834,540 +201,014 +12%
CE
21
Cornerstone Enterprises
Wisconsin
$37.4M 1,592,512 +248,302 +18%
Comerica Bank
22
Comerica Bank
Texas
$36.4M 1,549,039 +30,959 +2%
Bank of America
23
Bank of America
North Carolina
$34.8M 1,484,500 -9,728 -0.7%
NIM
24
NEOS Investment Management
Connecticut
$34.8M 1,481,009 +44,467 +3%
DF
25
Donoghue Forlines
Massachusetts
$34M 1,448,264 +299,681 +26%
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