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State Street SPDR Portfolio High Yield Bond ETF

527 hedge funds and large institutions have $6.53B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 267 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 145

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

4% less capital invested

Capital invested by funds: $6.82B → $6.53B (-$290M)

1% less funds holding

Funds holding: 535527 (-8)

2.41% less ownership

Funds ownership: 65.62%63.21% (-2.4%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
527
Holders Change
-8
Holders Change %
-1.5%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
267
Reduced
145
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$665M -$435M -18,442,048 -39%
IMPI
2
Ilmarinen Mutual Pension Insurance
Finland
$477M -$61.4M -2,600,000 -11%
SEI Investments
3
SEI Investments
Pennsylvania
$462M +$25.1M +1,061,796 +6%
Wells Fargo
4
Wells Fargo
California
$250M -$11.5M -487,067 -4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$224M +$6.57M +278,597 +3%
LPL Financial
6
LPL Financial
California
$217M +$11.8M +499,581 +6%
Ameriprise
7
Ameriprise
Minnesota
$207M +$9.66M +409,210 +5%
MERSOM
8
Municipal Employees' Retirement System of Michigan
Michigan
$191M +$51.7M +2,190,878 +37%
VIA
9
Vantagepoint Investment Advisers
District of Columbia
$177M +$4.63M +196,000 +3%
US Bancorp
10
US Bancorp
Minnesota
$159M +$4.35M +184,487 +3%
EMPI
11
Elo Mutual Pension Insurance
Finland
$139M +$116M +4,900,000 +467%
Morgan Stanley
12
Morgan Stanley
New York
$138M +$7.54M +319,571 +6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$118M +$18.3M +777,015 +18%
AA
14
Advisory Alpha
Michigan
$111M +$26.1M +1,107,685 +30%
Creative Planning
15
Creative Planning
Kansas
$111M +$110M +4,648,722 +5,139%
Asset Management One
16
Asset Management One
Japan
$103M +$19.1M +811,300 +22%
OPAM
17
Ocean Park Asset Management
California
$92.5M +$1.24M +52,573 +1%
1832 Asset Management
18
1832 Asset Management
Ontario, Canada
$83.9M +$2.89M +122,326 +4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$82.9M +$34M +1,441,014 +68%
ACM
20
Advisors Capital Management
New Jersey
$77.7M +$3.41M +144,331 +5%
MML Investors Services
21
MML Investors Services
Massachusetts
$75.2M -$3.67M -155,395 -5%
KAM
22
Kensington Asset Management
Texas
$73M -$3.13M -132,627 -4%
American Century Companies
23
American Century Companies
Missouri
$62.6M -$727K -30,827 -1%
CAL
24
Capital Analysts LLC
Pennsylvania
$55.6M +$865K +36,667 +2%
4WM
25
49 Wealth Management
Texas
$51.2M +$44.5M +1,883,827 +603%

SPHY Hedge Fund Activity: Q1 2026 in Review

527 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio High Yield Bond ETF (SPHY) for Q1 2026, worth a combined $6.53B — down 4.3% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPHY positions and 61 closed out — a net gain of 5 holders — while 267 added to existing stakes and 145 trimmed.

The largest buyer was Elo Mutual Pension Insurance, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $435M.

  • 527 institutional investors held State Street SPDR Portfolio High Yield Bond ETF (SPHY) as of Q1 2026, down from 535 in Q4 2025.
  • Funds reported $6.53B of State Street SPDR Portfolio High Yield Bond ETF stock for Q1 2026, down 4.3% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio High Yield Bond ETF positions in Q1 2026 and 61 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio High Yield Bond ETF buyer in Q1 2026 was Elo Mutual Pension Insurance, an estimated $116M added.
  • The largest State Street SPDR Portfolio High Yield Bond ETF seller in Q1 2026 was Bank of America, an estimated $435M sold.

Based on aggregated 13F filings for Q1 2026.