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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.43 -0.01 (-0.04%)
Closing price 05/20/2025 04:10 PM Eastern
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$23.32 -0.11 (-0.47%)
As of 08:03 AM Eastern
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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)
82
Total
Institutional Inflows
(last 12 months)
$485.34M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$24.75M
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SPHY Institutional Buying and Selling by Quarter

SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Jones Financial Companies Lllp22,387$524K0.0%-54.1%0.007%
5/16/2025 NewEdge Advisors LLC322,580$7.56M0.0%+10.4%0.097%
5/16/2025 Integrated Wealth Concepts LLC11,115$260K0.0%+7.2%0.003%
5/14/2025 WCG Wealth Advisors LLC57,045$1.34M0.1%+12.7%0.017%
5/14/2025 SVB Wealth LLC13,245$310K0.0%+6.4%0.004%
5/14/2025 Ameriprise Financial Inc.8,186,133$191.70M0.1%+24.1%2.461%
5/14/2025 Flow Traders U.S. LLC45,220$1.06M0.0%N/A0.014%
5/13/2025 Nations Financial Group Inc. IA ADV84,857$1.99M0.2%N/A0.026%
5/13/2025 Horizon Investments LLC299,736$7.02M0.2%+2.3%0.090%
5/12/2025 Kohmann Bosshard Financial Services LLC897,362$21.03M2.5%+3.7%0.270%
5/9/2025 iA Global Asset Management Inc.995,570$23.32M0.4%+81.0%0.299%
5/9/2025 Cary Street Partners Financial LLC100,649$2.36M0.1%+16.6%0.030%
5/8/2025 Hurlow Wealth Management Group Inc.162,919$3.82M1.2%+6.9%0.049%
5/8/2025 Foster & Motley Inc.55,921$1.31M0.1%+1.8%0.017%
5/8/2025 FSB Premier Wealth Management Inc.12,684$297K0.1%-34.1%0.004%
5/8/2025 Arkadios Wealth Advisors68,769$1.61M0.1%+101.0%0.021%
5/7/2025 Vantage Financial Partners LLC17,084$400K0.1%-24.3%0.005%
5/7/2025 Municipal Employees Retirement System of Michigan5,954,325$139.45M1.8%+362.5%1.790%
5/7/2025 BlueStem Wealth Partners LLC14,924$350K0.0%-97.2%0.004%
5/6/2025 Winthrop Capital Management LLC293,567$6.88M1.9%+3.8%0.088%
5/6/2025 City National Bank of Florida MSD46,508$1.09M1.0%-37.3%0.014%
5/6/2025 Madison Asset Management LLC944,127$22.11M0.2%+111.6%0.284%
5/2/2025 Mechanics Financial Corp109,598$2.57M1.2%+3.3%0.033%
5/2/2025 Whittier Trust Co. of Nevada Inc.1,525$36K0.0%-77.3%0.000%
5/2/2025 Whittier Trust Co.5,470$128K0.0%+292.1%0.002%
5/2/2025 SBI Securities Co. Ltd.54,331$1.27M0.0%-5.7%0.016%
5/1/2025 Fifth Third Securities Inc.26,523$621K0.1%+2.3%0.008%
4/30/2025 MainStreet Investment Advisors LLC27,120$635K0.1%+4.3%0.008%
4/30/2025 Rogco LP152,398$3.57M1.4%+3.6%0.046%
4/29/2025 Centennial Bank AR 1,472$34K0.0%N/A0.000%
4/29/2025 Bank of New York Mellon Corp95,601$2.24M0.0%+122.8%0.029%
4/29/2025 Wayfinding Financial LLC5,008$117K0.1%N/A0.002%
4/28/2025 Redmont Wealth Advisors LLC4,529$106K0.2%N/A0.001%
4/28/2025 Rossby Financial LCC11,591$270K0.1%N/A0.003%
4/25/2025 Morton Brown Family Wealth LLC5,102$119K0.0%N/A0.002%
4/24/2025 Golden State Wealth Management LLC1,415$33K0.0%+193.0%0.000%
4/24/2025 Westend Capital Management LLC4,501$105K0.0%N/A0.001%
4/23/2025 Western Wealth Management LLC20,123$471K0.0%-2.8%0.006%
4/23/2025 Creative Financial Designs Inc. ADV47,948$1.12M0.1%+1.1%0.014%
4/23/2025 Golden State Wealth Management LLC2,830$66K0.0%+485.9%0.001%
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4/22/2025 Cambridge Investment Research Advisors Inc.691,095$16.19M0.1%-6.4%0.208%
4/22/2025 Appleton Partners Inc. MA124,988$2.93M0.2%+3.9%0.038%
4/21/2025 ORG Partners LLC1,115$26K0.0%N/A0.000%
4/21/2025 Investment Research & Advisory Group Inc.5,719$134K0.1%+26.3%0.002%
4/17/2025 Janney Montgomery Scott LLC442,812$10.37M0.0%+5,093.7%0.133%
4/16/2025 BTS Asset Management Inc.13,180$309K0.3%-72.0%0.004%
4/15/2025 GPS Wealth Strategies Group LLC73,823$1.73M0.2%+329.9%0.020%
4/15/2025 Exchange Bank27,046$633K0.5%-4.7%0.007%
4/14/2025 Farther Finance Advisors LLC857,993$20.01M0.5%+21.9%0.231%
4/14/2025 NewSquare Capital LLC445,689$10.44M0.8%+0.1%0.120%
4/9/2025 Vantagepoint Investment Advisers LLC7,307,320$171.14M19.5%N/A1.963%
4/9/2025 NBC Securities Inc.10,793$252K0.0%+119,822.2%0.003%
4/9/2025 Fiduciary Alliance LLC88,218$2.07M0.2%+6.4%0.024%
4/9/2025 Iowa State Bank539,030$12.62M2.7%+24.5%0.145%
4/7/2025 AdvisorNet Financial Inc3,535$83K0.0%+22.0%0.001%
4/1/2025 Confluence Investment Management LLC505,720$11.84M0.2%+1.9%0.136%
4/1/2025 MassMutual Private Wealth & Trust FSB25,090$588K0.0%+2.8%0.007%
2/24/2025 Ameriflex Group Inc.4,077$97K0.0%N/A0.001%
2/18/2025 City National Bank of Florida MSD74,171$1.74M1.6%N/A0.037%
2/18/2025 Novem Group9,746$229K0.0%N/A0.005%
2/18/2025 Continuum Advisory LLC34,412$808K0.1%+16.5%0.017%
2/17/2025 MainStreet Investment Advisors LLC26,010$610K0.1%N/A0.013%
2/17/2025 BOKF NA1,439,926$33.74M0.6%+14.0%0.710%
2/17/2025 Cahill Financial Advisors Inc.43,328$1.02M0.1%-6.0%0.021%
2/17/2025 Cary Street Partners Financial LLC86,289$2.03M0.1%N/A0.043%
2/17/2025 Battery Global Advisors LLC5,254$123K0.1%-42.3%0.003%
2/17/2025 BNP Paribas Financial Markets83,538$1.96M0.0%N/A0.041%
2/17/2025 Ameriprise Financial Inc.6,598,197$154.86M0.0%+5.7%3.252%
2/14/2025 Integrated Wealth Concepts LLC10,370$243K0.0%N/A0.005%
2/14/2025 Coppell Advisory Solutions LLC14,830$348K0.0%-19.3%0.007%
2/14/2025 IHT Wealth Management LLC44,188$1.04M0.0%+62.0%0.022%
2/13/2025 Keystone Financial Group10,575$248K0.0%N/A0.005%
2/13/2025 Waterloo Capital L.P.409,043$9.60M1.0%+3.6%0.202%
2/13/2025 Hurlow Wealth Management Group Inc.152,371$3.58M1.1%+4.7%0.075%
2/12/2025 Mechanics Financial Corp106,122$2.49M1.1%-0.8%0.052%
2/12/2025 Godshalk Welsh Capital Management Inc.26,725$627K0.4%+17.2%0.013%
2/12/2025 JPMorgan Chase & Co.313,992$7.37M0.0%+40.0%0.155%
2/12/2025 Ariadne Wealth Management LP12,363$293K0.1%+7.9%0.006%
2/11/2025Lynx Investment Advisory12,810$301K0.2%+3.9%0.006%
2/11/2025 Runnymede Capital Advisors Inc.11,053$259K0.2%N/A0.005%
2/11/2025 Whittier Trust Co.1,395$33K0.0%-64.2%0.001%
2/11/2025 OLD Point Trust & Financial Services N A2,414$57K0.0%N/A0.001%
2/11/2025 iA Global Asset Management Inc.550,000$12.91M0.2%N/A0.271%
2/10/2025 Horizon Investments LLC292,992$6.88M0.2%+49.4%0.144%
2/10/2025 Creative Financial Designs Inc. ADV47,435$1.11M0.1%+1.4%0.023%
2/10/2025 Municipal Employees Retirement System of Michigan1,287,376$30.22M0.4%+4.0%0.634%
2/10/2025Madison Investment Advisors LLC446,102$10.47M0.1%N/A0.220%
2/10/2025 Farther Finance Advisors LLC704,070$16.53M0.6%+63.3%0.347%
2/10/2025 EverSource Wealth Advisors LLC7,148$168K0.0%N/A0.004%
2/6/2025 One Capital Management LLC675,400$15.85M0.5%+0.2%0.333%
Washington Is Broke—and Eyeing Your Savings Next (Ad)

Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

Get your free guide now by clicking here >>
2/6/2025 Vantage Financial Partners LLC22,576$530K0.1%-16.7%0.011%
2/6/2025 NewSquare Capital LLC445,232$10.45M0.8%-1.1%0.219%
2/6/2025 SBI Securities Co. Ltd.57,633$1.35M0.0%N/A0.028%
2/6/2025 Jones Financial Companies Lllp48,755$1.14M0.0%+59.2%0.024%
2/5/2025 Kohmann Bosshard Financial Services LLC865,052$20.30M2.4%+4.3%0.426%
2/5/2025 BlueStem Wealth Partners LLC535,618$12.57M1.7%N/A0.264%
2/5/2025 Providence First Trust Co2,000$47K0.0%N/A0.001%
2/5/2025 SVB Wealth LLC12,450$292K0.0%N/A0.006%
2/5/2025 Private Trust Co. NA5,755$135K0.0%+21.0%0.003%
2/5/2025 Hilltop Partners LLC749,842$17.60M6.0%+7.2%0.370%
(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, 103 institutional investors and hedge funds held shares of SPDR Portfolio High Yield Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($191.70M), Vantagepoint Investment Advisers LLC ($171.14M), Municipal Employees Retirement System of Michigan ($139.45M), BOKF NA ($33.74M), iA Global Asset Management Inc. ($23.32M), Madison Asset Management LLC ($22.11M), and Kohmann Bosshard Financial Services LLC ($21.03M).Learn more on SPHY's institutional investors.

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

Of the 92 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: Vantagepoint Investment Advisers LLC ($7.31M), Municipal Employees Retirement System of Michigan ($4.72M), Ameriprise Financial Inc. ($3.44M), iA Global Asset Management Inc. ($995.57K), One Capital Management LLC ($704.20K), Farther Finance Advisors LLC ($666.72K), and BlueStem Wealth Partners LLC ($535.62K).

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

Institutional investors have bought a total of 24,286,090 shares in the last 24 months. This purchase volume represents approximately $566.91M in transactions.

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

Of the 38 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), BlueStem Wealth Partners LLC ($520.69K), Cambridge Investment Research Advisors Inc. ($183.53K), Waterloo Capital L.P. ($154.95K), SAM Advisors LLC ($109.04K), and SVB Wealth LLC ($94.65K).

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

Institutional investors have sold a total of 3,088,190 shares in the last 24 months. This volume of shares sold represents approximately $72.02M in transactions.



This page (NYSEARCA:SPHY) was last updated on 5/21/2025 by MarketBeat.com Staff
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