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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$81.55M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$47.21M
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SPHY Institutional Buying and Selling by Quarter

SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Hilltop Partners LLC529,940$12.43M4.4%-19.6%0.288%
5/9/2024 Rogco LP133,175$3.12M1.3%N/A0.072%
5/3/2024 Whittier Trust Co.3,895$91K0.0%-12.5%0.002%
4/26/2024 Bogart Wealth LLC2,510$59K0.0%+59.5%0.001%
4/25/2024 Eudaimonia Partners LLC16,355$384K0.1%N/A0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.661,459$15.52M0.1%-8.8%0.366%
4/23/2024 Iowa State Bank123,196$2.89M0.6%+18.9%0.068%
4/23/2024 Strategic Blueprint LLC12,807$300K0.0%N/A0.007%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC29,242$686K0.2%+3.0%0.016%
4/17/2024 Fiduciary Alliance LLC49,501$1.15M0.2%+40.4%0.027%
4/17/2024 Municipal Employees Retirement System of Michigan2,241,710$52.59M0.7%-29.1%1.241%
4/15/2024 Sunbelt Securities Inc.6,868$161K0.0%N/A0.004%
4/13/2024 Exchange Bank33,739$792K0.7%+5.0%0.019%
4/1/2024 Appleton Partners Inc. MA109,045$2.56M0.2%+3.4%0.181%
2/14/2024Waterloo Capital L.P.80,467$1.88M0.3%-39.2%0.134%
2/12/2024Godshalk Welsh Capital Management Inc.15,000$351K0.3%+36.4%0.025%
2/9/2024 Cambridge Investment Research Advisors Inc.724,989$16.95M0.1%-9.1%1.206%
2/7/2024 One Capital Management LLC644,309$15.06M0.6%-7.0%1.072%
2/7/2024 NBC Securities Inc.8,538$199K0.0%+12.3%0.014%
2/7/2024 Cary Street Partners Investment Advisory LLC9,527$223K0.0%+172.4%0.016%
2/5/2024 Cary Street Partners Asset Management LLC33,011$772K0.1%+80.4%0.055%
2/5/2024 Vantage Financial Partners LLC40,019$936K0.3%N/A0.067%
2/1/2024 NewSquare Capital LLC421,610$9.86M0.9%-0.6%0.702%
2/1/2024 Foster & Motley Inc.65,620$1.53M0.1%+4.9%0.109%
1/30/2024 Avior Wealth Management LLC222,415$5.20M0.3%+1,174.1%0.370%
1/30/2024SVB Wealth LLC24,349$569K0.0%-24.5%0.041%
1/23/2024 Iowa State Bank103,603$2.42M0.6%+5.8%0.172%
1/18/2024 Constant Guidance Financial LLC100,164$2.34M2.4%N/A0.167%
1/17/2024 Fiduciary Alliance LLC35,246$824K0.2%N/A0.059%
1/12/2024 GPS Wealth Strategies Group LLC18,493$432K0.1%-36.1%0.031%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC28,404$664K0.2%+3.4%0.047%
1/11/2024 Whittier Trust Co.4,450$104K0.0%-14.9%0.007%
1/11/2024 Exchange Bank32,137$751K0.7%N/A0.053%
1/10/2024 Creative Financial Designs Inc. ADV46,453$1.09M0.1%-2.4%0.077%
1/2/2024 Appleton Partners Inc. MA105,422$2.47M0.2%N/A0.175%
11/15/2023Ameriprise Financial Inc.2,470,927$55.53M0.0%+154.0%4.111%
11/13/2023 Cary Street Partners Investment Advisory LLC3,497$78K0.0%+1,648.5%0.006%
11/13/2023 WCG Wealth Advisors LLC55,194$1.26M0.1%+0.8%0.092%
11/9/2023 SAM Advisors LLC537,297$12.05M5.2%-0.4%0.894%
11/9/2023 USAdvisors Wealth Management LLC29,964$671K0.3%-1.5%0.050%
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11/9/2023 One Capital Management LLC693,170$15.54M0.7%N/A1.153%
11/4/2023 NBC Securities Inc.7,606$170K0.0%N/A0.013%
11/3/2023 NewSquare Capital LLC424,054$9.51M1.0%-0.8%0.706%
10/27/2023 Whittier Trust Co. of Nevada Inc.7,030$158K0.0%-16.2%0.012%
10/26/2023 GPS Wealth Strategies Group LLC28,953$649K0.1%-4.3%0.048%
10/24/2023 Iowa State Bank97,903$2.20M0.6%+6.1%0.163%
10/24/2023 Foster & Motley Inc.62,567$1.40M0.1%+23.8%0.104%
10/24/2023 Cambridge Investment Research Advisors Inc.797,796$17.89M0.1%+63.6%1.327%
10/23/2023SVB Wealth LLC32,249$723K0.0%-25.9%0.054%
10/17/2023 Avior Wealth Management LLC17,456$391K0.0%N/A0.029%
10/16/2023 Edmonds Duncan Registered Investment Advisors LLC27,465$616K0.1%-17.9%0.046%
10/10/2023 Householder Group Estate & Retirement Specialist LLC2,323$52K0.0%N/A0.004%
8/15/2023 Cahill Financial Advisors Inc.60,548$1.38M0.2%+3.5%0.101%
8/9/2023Flow Traders U.S. LLC134,927$3.08M0.1%N/A0.225%
8/8/2023 Foster & Motley Inc.50,545$1.15M0.1%+14.3%0.084%
8/4/2023 Iowa State Bank92,303$2.11M0.5%+2.0%0.154%
8/3/2023 NewSquare Capital LLC427,535$9.77M1.0%-1.8%0.711%
8/2/2023 Hilltop Partners LLC43,003$982K0.4%-91.7%0.072%
8/1/2023 USAdvisors Wealth Management LLC30,433$690K0.3%+2.3%0.051%
7/31/2023 WealthPLAN Partners LLC29,729$679K0.1%-5.0%0.049%
7/28/2023 Private Trust Co. NA3,090$71K0.0%-16.3%0.006%
7/26/2023 Creative Financial Designs Inc. ADV47,539$1.09M0.1%N/A0.099%
7/25/2023 SAM Advisors LLC539,473$12.32M5.1%-16.5%1.124%
7/24/2023SVB Wealth LLC43,527$994K0.0%-62.7%0.091%
7/18/2023Virtue Capital Management LLC15,392$348K0.1%-40.3%0.032%
7/17/2023 GPS Wealth Strategies Group LLC30,246$691K0.1%-15.9%0.063%
7/13/2023 Cambridge Investment Research Advisors Inc.487,554$11.14M0.1%+22.7%1.016%
7/10/2023 BTS Asset Management Inc.17,829$407K0.2%-40.5%0.037%
7/6/2023 Edmonds Duncan Registered Investment Advisors LLC33,449$764K0.2%+4.3%0.070%
5/12/2023 Cahill Financial Advisors Inc.58,486$1.34M0.2%+4.0%0.121%
5/11/2023 Cambridge Investment Research Advisors Inc.397,225$9.13M0.0%-24.9%0.821%
5/9/2023 Hilltop Partners LLC520,471$11.96M5.4%+3,174.0%1.075%
5/9/2023 Foster & Motley Inc.44,213$1.02M0.1%+33.2%0.091%
5/9/2023 US Bancorp DE5,084$117K0.0%+4,984.0%0.011%
5/4/2023 Municipal Employees Retirement System of Michigan6,696,428$153.88M2.4%N/A13.836%
5/2/2023 Jackson Creek Investment Advisors LLC25,530$587K0.2%+10.7%0.053%
5/1/2023 NewSquare Capital LLC435,395$10.01M1.2%-3.1%0.900%
4/28/2023 SAM Advisors LLC646,341$14.85M6.7%-9.9%1.335%
4/25/2023 Iowa State Bank90,503$2.08M0.5%+60.2%0.187%
4/21/2023 Whittier Trust Co. of Nevada Inc.9,500$218K0.0%+8.5%0.020%
4/21/2023 Whittier Trust Co.5,230$120K0.0%-27.4%0.011%
4/17/2023 GPS Wealth Strategies Group LLC35,954$826K0.2%-36.2%0.074%
4/13/2023 Householder Group Estate & Retirement Specialist LLC2,025$47K0.0%N/A0.005%
4/13/2023 USAdvisors Wealth Management LLC29,745$684K0.3%+27.8%0.075%
4/12/2023 Edmonds Duncan Registered Investment Advisors LLC32,079$737K0.2%+3.2%0.081%
3/6/2023OLD Mission Capital LLC100,323$2.24M0.1%+84.0%0.259%
2/13/2023 Wealthcare Advisory Partners LLC18,175$406K0.0%+35.9%0.047%
2/13/2023 Neuberger Berman Group LLC109,518$2.45M0.0%N/A0.283%
2/10/2023 USAdvisors Wealth Management LLC23,274$520K0.3%+2.0%0.060%
2/10/2023CoreCap Advisors LLC3,870$86K0.0%N/A0.010%
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2/10/2023SVB Wealth LLC34,952$781K0.0%+112.5%0.090%
2/9/2023 Foster & Motley Inc.33,185$741K0.1%+165.8%0.086%
2/8/2023 Cambridge Investment Research Advisors Inc.529,256$11.82M0.1%+2.6%1.368%
2/7/2023 NewSquare Capital LLC449,212$10.04M1.3%-6.3%1.161%
2/6/2023 Bogart Wealth LLC1,663$37K0.0%+775.3%0.004%
2/6/2023 Jackson Creek Investment Advisors LLC23,072$515K0.2%N/A0.060%
2/2/2023 BTS Asset Management Inc.29,976$679K0.3%N/A0.077%
2/1/2023 Janney Montgomery Scott LLC232,423$5.19M0.0%N/A0.601%
1/31/2023WFA of San Diego LLC7,015$157K0.1%N/A0.018%
1/27/2023 GPS Wealth Strategies Group LLC56,315$1.26M0.4%+23.1%0.146%
(Data available from 1/1/2016 forward)

SPHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHY shares?

During the previous two years, 58 institutional investors and hedge funds held shares of SPDR Portfolio High Yield Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($55.53M), Municipal Employees Retirement System of Michigan ($52.59M), Cambridge Investment Research Advisors Inc. ($15.52M), One Capital Management LLC ($15.06M), Hilltop Partners LLC ($12.43M), SAM Advisors LLC ($12.05M), and NewSquare Capital LLC ($9.86M).Learn more on SPHY's institutional investors.

Which institutional investors have been buying SPDR Portfolio High Yield Bond ETF stock?

Of the 51 institutional investors that purchased SPDR Portfolio High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($6.70M), Ameriprise Financial Inc. ($1.50M), SAM Advisors LLC ($717.70K), One Capital Management LLC ($693.17K), Hilltop Partners LLC ($504.57K), NewSquare Capital LLC ($479.61K), and Cambridge Investment Research Advisors Inc. ($438.45K).

How much institutional buying is happening at SPDR Portfolio High Yield Bond ETF?

Institutional investors have bought a total of 13,797,609 shares in the last 24 months. This purchase volume represents approximately $313.21M in transactions.

Which SPDR Portfolio High Yield Bond ETF major shareholders have been selling company stock?

Of the 22 institutional investors that sold SPDR Portfolio High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($921.29K), Hilltop Partners LLC ($606.67K), Cambridge Investment Research Advisors Inc. ($343.29K), Whittier Trust Co. ($253.39K), SAM Advisors LLC ($180.40K), Whittier Trust Co. of Nevada Inc. ($98.75K), and SVB Wealth LLC ($92.19K).

How much institutional selling is happening at SPDR Portfolio High Yield Bond ETF?

Institutional investors have sold a total of 2,732,468 shares in the last 24 months. This volume of shares sold represents approximately $62.83M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 5/14/2024 by MarketBeat.com Staff

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