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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.84 -0.03 (-0.13%)
Closing price 04:10 PM Eastern
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$23.80 -0.04 (-0.17%)
As of 07:21 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
219
Total
Institutional Inflows
(last 12 months)
$880.92M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$311.25M
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Skip Chart & View Institutional Buying and Selling Data

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
8/29/2025Centaurus Financial Inc.44,890$1.07M0.1%-2.4%0.012%
8/27/2025 Orion Porfolio Solutions LLC33,420$795K0.0%+77.7%0.009%
8/25/2025 Hilltop Partners LLC510,629$12.15M3.7%-41.9%0.132%
8/19/2025 Newbridge Financial Services Group Inc.1,232$29K0.0%+171.4%0.000%
8/15/2025 Nikulski Financial Inc.77,382$1.84M0.5%+1.6%0.020%
8/15/2025 Global View Capital Management LLC10,814$257K0.1%N/A0.003%
8/15/2025 Equitable Holdings Inc.313,007$7.45M0.1%+7.2%0.081%
8/15/2025 Florida Financial Advisors LLC12,120$288K0.1%N/A0.003%
8/15/2025 Chapman Financial Group LLC3,780$90K0.1%N/A0.001%
8/15/2025 Prevail Innovative Wealth Advisors LLC46,952$1.12M0.3%+29.7%0.012%
8/15/2025 WFA of San Diego LLC4,624$110K0.1%N/A0.001%
8/15/2025 Lantern Wealth Advisors LLC69,459$1.65M0.9%N/A0.018%
8/15/2025 Two Sigma Securities LLC22,911$545K0.1%+53.3%0.006%
8/15/2025 Orion Porfolio Solutions LLC33,420$795K0.0%+77.7%0.009%
8/15/2025 MML Investors Services LLC2,567,446$61.11M0.2%+55.5%0.665%
8/15/2025 Modern Wealth Management LLC147,017$3.50M0.1%+82.8%0.038%
8/15/2025 HRT Financial LP159,588$3.80M0.0%-46.3%0.041%
8/15/2025 IHT Wealth Management LLC68,781$1.64M0.0%+5.3%0.018%
8/15/2025 Great Valley Advisor Group Inc.342,997$8.16M0.2%-21.6%0.089%
8/15/2025 Gallagher Fiduciary Advisors LLC23,480$559K0.0%-7.0%0.006%
8/15/2025 EP Wealth Advisors LLC10,094$240K0.0%+71.2%0.003%
8/15/2025 Benjamin Edwards Inc.1,017,515$24.22M0.3%-54.7%0.264%
8/15/2025 BNP Paribas Financial Markets86,918$2.07M0.0%-78.9%0.023%
8/15/2025 Bank of America Corp DE40,393,305$961.36M0.1%-2.7%10.470%
8/15/2025 Ameriprise Financial Inc.6,453,787$153.61M0.0%-21.2%1.673%
8/14/2025 Ausdal Financial Partners Inc.9,000$214K0.0%-34.7%0.002%
8/14/2025 Raymond James Financial Inc.405,117$9.64M0.0%-71.1%0.105%
8/14/2025 Diversify Wealth Management LLC500,765$11.86M0.7%+17.4%0.130%
8/14/2025 Diversify Advisory Services LLC281,431$6.66M0.3%+32.8%0.073%
8/14/2025 The Manufacturers Life Insurance Company 903,301$21.50M0.0%+0.6%0.234%
8/14/2025 Sei Investments Co.16,769,188$399.11M0.5%+5.4%4.347%
8/14/2025 NewEdge Advisors LLC340,238$8.10M0.0%+5.5%0.088%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC15,275$364K0.4%+13.0%0.004%
8/14/2025 Qube Research & Technologies Ltd36,211$862K0.0%-15.2%0.009%
8/14/2025 Planwiser Financial LLC64,154$1.52M1.3%N/A0.017%
8/14/2025 Acorn Wealth Advisors LLC11,576$276K0.1%-7.1%0.003%
8/14/2025 SVB Wealth LLC14,840$353K0.0%+12.0%0.004%
8/14/2025 Bank of Nova Scotia300,000$7.14M0.0%N/A0.078%
8/14/2025 Cary Street Partners Financial LLC110,929$2.64M0.1%+10.2%0.029%
8/13/2025 Vantagepoint Investment Advisers LLC7,469,670$177.78M17.8%+2.2%1.936%
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8/13/2025 StoneX Group Inc.60,982$1.45M0.1%-2.9%0.016%
8/13/2025 SageView Advisory Group LLC1,117,534$26.52M1.0%+4.0%0.290%
8/13/2025 1832 Asset Management L.P.3,399,653$80.91M0.1%+4.2%0.881%
8/13/2025 WCG Wealth Advisors LLC53,969$1.28M0.1%-5.4%0.014%
8/13/2025 Westerkirk Capital Inc.9,700$231K0.0%N/A0.003%
8/13/2025 Willis Johnson & Associates Inc.694,177$16.52M1.1%+1.7%0.180%
8/13/2025 Leslie Global Wealth LLC32,344$770K0.4%+25.9%0.008%
8/13/2025 Quadrature Capital Ltd128,972$3.07M0.1%N/A0.033%
8/13/2025 Northwestern Mutual Wealth Management Co.115,765$2.76M0.0%+17.3%0.030%
8/13/2025 Maia Wealth LLC45,879$1.09M0.2%+57.6%0.012%
8/12/2025 J.W. Cole Advisors Inc.78,721$1.87M0.0%N/A0.020%
8/12/2025 Advisors Asset Management Inc.34,343$817K0.0%+5.6%0.009%
8/12/2025 Steward Partners Investment Advisory LLC9,129$217K0.0%+21.3%0.002%
8/12/2025 South Plains Financial Inc.7,762$185K0.1%-79.1%0.002%
8/12/2025 CreativeOne Wealth LLC10,631$253K0.0%-6.2%0.003%
8/12/2025 Global Retirement Partners LLC113,211$2.69M0.1%N/A0.029%
8/12/2025 Waterloo Capital L.P.351,799$8.37M0.7%-9.1%0.091%
8/12/2025 Kohmann Bosshard Financial Services LLC921,354$21.93M2.4%+2.7%0.239%
8/12/2025 Seeds Investor LLC72,496$1.73M0.4%+14.5%0.019%
8/12/2025 JPMorgan Chase & Co.1,248,456$29.71M0.0%+102.2%0.324%
8/12/2025 NorthStar Asset Management LLC NJ 13,226$315K0.1%+40.8%0.003%
8/12/2025 Cumberland Partners Ltd10,410$248K0.0%N/A0.003%
8/12/2025 Howe & Rusling Inc.3,465$82K0.0%-16.5%0.001%
8/11/2025 Perennial Investment Advisors LLC10,688$254K0.0%N/A0.003%
8/11/2025 Inspire Advisors LLC647,665$15.41M1.6%+3.6%0.168%
8/11/2025 United Advisor Group LLC73,216$1.74M0.3%+51.3%0.019%
8/11/2025 Western Wealth Management LLC15,663$373K0.0%-22.2%0.004%
8/11/2025 Bell Investment Advisors Inc19,924$474K0.1%+33.3%0.005%
8/8/2025 Rockefeller Capital Management L.P.32,400$771K0.0%N/A0.008%
8/8/2025 Kingsview Wealth Management LLC96,391$2.29M0.0%+38.5%0.025%
8/8/2025 Collaborative Wealth Managment Inc.18,101$431K0.2%-4.3%0.005%
8/8/2025 Avantax Advisory Services Inc.103,135$2.46M0.0%+45.8%0.027%
8/8/2025 ProVise Management Group LLC287,633$6.85M0.5%-1.7%0.075%
8/8/2025 Cetera Investment Advisers1,372,082$32.66M0.1%-21.7%0.356%
8/8/2025 Creative Planning69,278$1.65M0.0%+87.9%0.018%
8/8/2025 SG Americas Securities LLC222,321$5.29M0.0%N/A0.058%
8/8/2025 Meridian Wealth Management LLC203,272$4.84M0.2%-0.6%0.053%
8/8/2025 Foundations Investment Advisors LLC111,273$2.65M0.0%+33.2%0.029%
8/8/2025 Carl P. Sherr & Co. LLC171,147$4.07M2.1%+3.4%0.044%
8/8/2025 Donoghue Forlines LLC1,249,580$29.74M8.5%-8.2%0.324%
8/8/2025 CNO Financial Group Inc.1,068,000$25.42M15.7%+154.3%0.277%
8/8/2025 Good Life Advisors LLC11,357$270K0.0%+8.4%0.003%
8/8/2025 Calamos Advisors LLC85,011$2.02M0.0%+87.5%0.022%
8/8/2025 PNC Financial Services Group Inc.275,004$6.55M0.0%+8.0%0.071%
8/8/2025 SBI Securities Co. Ltd.74,282$1.77M0.1%+36.7%0.019%
8/7/2025 Verus Capital Partners LLC10,625$253K0.0%+10.4%0.003%
8/7/2025 Timonier Family Office LTD.88,376$2.10M0.8%+20.3%0.023%
8/7/2025 Vise Technologies Inc.11,778$280K0.0%N/A0.003%
8/7/2025 Cahill Financial Advisors Inc.35,405$843K0.1%-6.0%0.009%
8/7/2025 Winthrop Capital Management LLC276,074$6.57M1.7%-6.0%0.072%
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8/6/2025 Bensler LLC649,859$15.47M1.7%-32.2%0.168%
8/6/2025 AE Wealth Management LLC310,227$7.38M0.1%+11.1%0.080%
8/6/2025 Rialto Wealth Management LLC79,871$1.90M0.5%+33.2%0.021%
8/6/2025 SMH Capital Advisors Inc.62,000$1.48M3.4%+106.7%0.016%
8/6/2025 Horizon Investment Services LLC333,188$7.93M3.5%-4.3%0.086%
8/6/2025 Convergence Financial LLC91,394$2.18M0.4%+6.9%0.024%
8/6/2025 Csenge Advisory Group415,369$9.76M0.5%+1.5%0.108%
8/6/2025 Stonebridge Financial Planning Group LLC132,887$3.16M1.3%+47.3%0.034%
8/5/2025 GPS Wealth Strategies Group LLC78,295$1.86M0.2%+6.1%0.020%
8/5/2025 NewSquare Capital LLC446,262$10.62M0.8%+0.1%0.116%
(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, 299 institutional investors and hedge funds held shares of SPDR Portfolio High Yield Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($961.36M), Sei Investments Co. ($399.11M), Vantagepoint Investment Advisers LLC ($177.78M), Grimes & Company Inc. ($166.95M), Ameriprise Financial Inc. ($153.61M), Municipal Employees Retirement System of Michigan ($139.45M), and US Bancorp DE ($123.18M).Learn more on SPDR Portfolio High Yield Bond ETF's institutional investors.

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

Of the 231 institutional investors that purchased SPDR Portfolio High Yield Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vantagepoint Investment Advisers LLC ($7.47M), Grimes & Company Inc. ($7.01M), Municipal Employees Retirement System of Michigan ($4.72M), Ameriprise Financial Inc. ($3.44M), Farther Finance Advisors LLC ($1.17M), iA Global Asset Management Inc. ($995.57K), and Toews Corp ADV ($987.30K).

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

Institutional investors have bought a total of 37,298,605 shares in the last 24 months. This purchase volume represents approximately $880.92M in transactions.

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

Of the 92 institutional investors that sold SPDR Portfolio High Yield Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($2.79M), Ameriprise Financial Inc. ($1.73M), Benjamin Edwards Inc. ($1.23M), Bank of America Corp DE ($1.13M), Raymond James Financial Inc. ($996.58K), State of New Jersey Common Pension Fund D ($600K), and BlueStem Wealth Partners LLC ($520.69K).

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

Institutional investors have sold a total of 13,087,509 shares in the last 24 months. This volume of shares sold represents approximately $311.25M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 8/29/2025 by MarketBeat.com Staff
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