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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.64 0.00 (0.00%)
Closing price 08/8/2025 04:10 PM Eastern
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$23.66 +0.02 (+0.07%)
As of 08/8/2025 08:00 PM 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)
179
Total
Institutional Inflows
(last 12 months)
$785.29M
Number of
Institutional Sellers
(last 12 months)
74
Total
Institutional Outflows
(last 12 months)
$168.26M
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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
8/8/2025Rockefeller Capital Management L.P.32,400$771K0.0%N/A0.008%
8/8/2025Kingsview Wealth Management LLC96,391$2.29M0.0%+38.5%0.025%
8/8/2025Collaborative Wealth Managment Inc.18,101$431K0.2%-4.3%0.005%
8/8/2025Avantax Advisory Services Inc.103,135$2.46M0.0%+45.8%0.027%
8/8/2025ProVise Management Group LLC287,633$6.85M0.5%-1.7%0.075%
8/8/2025Cetera Investment Advisers1,372,082$32.66M0.1%-21.7%0.356%
8/8/2025Creative Planning69,278$1.65M0.0%+87.9%0.018%
8/8/2025SG Americas Securities LLC222,321$5.29M0.0%N/A0.058%
8/8/2025Meridian Wealth Management LLC203,272$4.84M0.2%-0.6%0.053%
8/8/2025Foundations Investment Advisors LLC111,273$2.65M0.0%+33.2%0.029%
8/8/2025Carl P. Sherr & Co. LLC171,147$4.07M2.1%+3.4%0.044%
8/8/2025Donoghue Forlines LLC1,249,580$29.74M8.5%-8.2%0.324%
8/8/2025CNO Financial Group Inc.1,068,000$25.42M15.7%+154.3%0.277%
8/8/2025Good Life Advisors LLC11,357$270K0.0%+8.4%0.003%
8/8/2025Calamos Advisors LLC85,011$2.02M0.0%+87.5%0.022%
8/8/2025PNC Financial Services Group Inc.275,004$6.55M0.0%+8.0%0.071%
8/8/2025SBI 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%
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%
8/5/2025 Bank of Montreal Can10,180$242K0.0%+5.4%0.003%
8/5/2025 Prosperity Wealth Management Inc.194,384$4.63M1.7%-2.4%0.050%
8/5/2025 Atlas Private Wealth Advisors736,377$17.53M2.3%-6.3%0.191%
8/5/2025 Lifeworks Advisors LLC78,672$1.87M0.3%-3.0%0.020%
8/4/2025 Rede Wealth LLC66,006$1.57M0.6%+7.0%0.017%
8/4/2025 AlphaStar Capital Management LLC499,979$11.90M0.8%+24.2%0.130%
8/4/2025 Creative Financial Designs Inc. ADV49,520$1.18M0.1%+3.3%0.013%
8/4/2025 Impact Partnership Wealth LLC227,697$5.42M1.0%+7.0%0.059%
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8/4/2025 Arkadios Wealth Advisors136,579$3.25M0.1%+98.6%0.035%
8/4/2025 World Investment Advisors12,304$293K0.0%-18.9%0.003%
8/4/2025 Flagship Harbor Advisors LLC218,046$5.19M0.2%+27.7%0.057%
8/1/2025 Austin Private Wealth LLC74,934$1.78M0.1%+48.6%0.019%
8/1/2025 Petra Financial Advisors Inc.12,240$291K0.2%+6.2%0.003%
8/1/2025 Advisory Alpha LLC3,250,699$77.37M2.4%-1.7%0.844%
8/1/2025 Envestnet Asset Management Inc.3,072,223$73.12M0.0%-47.6%0.798%
7/31/2025 Rational Advisors Inc.1,054,044$25.09M2.5%-3.6%0.274%
7/31/2025 State of New Jersey Common Pension Fund D3,316,858$78.94M0.3%-15.3%0.862%
7/31/2025 Hobart Private Capital LLC178,074$4.24M1.0%+9.6%0.046%
7/31/2025 Jackson Hole Capital Partners LLC1,213$29K0.0%-76.6%0.000%
7/31/2025 Catalyst Capital Advisors LLC62,000$1.48M0.0%+106.7%0.016%
7/31/2025 GenTrust LLC199,646$4.75M0.2%N/A0.052%
7/30/2025 Strategic Blueprint LLC9,738$232K0.0%N/A0.003%
7/30/2025 OLD Point Trust & Financial Services N A50,447$1.20M0.4%+44.8%0.013%
7/30/2025 Onyx Bridge Wealth Group LLC341,822$8.14M1.1%-37.5%0.089%
7/30/2025 Exencial Wealth Advisors LLC58,871$1.40M0.0%+4.4%0.015%
7/30/2025 Brookstone Capital Management113,387$2.70M0.0%-4.2%0.029%
7/30/2025 Whittier Trust Co.38,995$928K0.0%+612.9%0.010%
7/30/2025 Syntegra Private Wealth Group LLC787,898$18.75M1.9%-1.4%0.207%
7/30/2025 WBH Advisory Inc.19,048$453K0.0%+23.9%0.005%
7/29/2025 FLC Capital Advisors14,471$344K0.1%-92.9%0.004%
7/29/2025 Alaska Permanent Capital Management LLC1,322$31K0.0%+10,916.7%0.000%
7/29/2025 Stephens Inc. AR80,839$1.92M0.0%+0.8%0.021%
7/29/2025 Alaska Wealth Advisors175,310$4.17M0.6%-1.8%0.046%
7/29/2025 SAM Advisors LLC646,434$15.39M5.3%+4.5%0.170%
7/29/2025 Financial Futures Ltd Liability Co.541,068$12.88M6.9%+4.0%0.142%
7/29/2025 Foster & Motley Inc.60,604$1.44M0.1%+8.4%0.016%
7/29/2025 Private Trust Co. NA4,605$110K0.0%-20.0%0.001%
7/29/2025 Oxbow Advisors LLC10,866$259K0.0%N/A0.003%
7/29/2025 Aire Advisors LLC257,265$6.12M1.2%-1.3%0.068%
7/28/2025 5th Street Advisors LLC387,935$9.23M4.6%-0.4%0.102%
7/28/2025 Toews Corp ADV987,300$23.50M3.4%N/A0.259%
7/28/2025 WealthPlan Investment Management LLC34,809$828K0.1%+36.9%0.009%
7/28/2025 Mission Hills Financial Advisory LLC27,278$649K0.4%N/A0.007%
7/28/2025 Harbour Investments Inc.23,574$561K0.0%+5.4%0.006%
7/28/2025 Brown Financial Advisory42,148$1.00M0.6%+6.8%0.011%
7/28/2025 RFG Advisory LLC140,815$3.35M0.1%-11.5%0.037%
7/28/2025 Acorn Financial Advisory Services Inc. ADV29,615$705K0.1%+10.9%0.008%
7/25/2025 Northwest Capital Management Inc1,185$28K0.0%-92.5%0.000%
7/25/2025 Atria Wealth Solutions Inc.92,867$2.21M0.0%-68.8%0.025%
7/25/2025 Envestnet Portfolio Solutions Inc.74,470$1.77M0.0%-35.0%0.020%
7/25/2025 MGO One Seven LLC578,885$13.78M0.4%+10.2%0.153%
7/25/2025 Allspring Global Investments Holdings LLC1,340,020$31.89M0.1%+4.8%0.355%
7/25/2025 CWM LLC1,136,665$27.05M0.1%+2.2%0.301%
7/25/2025 Concurrent Investment Advisors LLC26,266$625K0.0%+156.9%0.007%
7/24/2025 VanderPol Investments L.L.C.58,591$1.39M2.9%+9.2%0.016%
7/24/2025 Endeavor Private Wealth Inc.33,228$791K0.4%-57.7%0.009%
7/24/2025 Aurora Private Wealth Inc.96,582$2.30M1.7%+2.1%0.026%
7/24/2025 IFP Advisors Inc143,923$3.43M0.1%+713.5%0.038%
Alex’s “Next Magnificent Seven” stocks (Ad)

The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.

Watch the “Next Magnificent Seven” presentation here
7/24/2025 Blair William & Co. IL7,983$190K0.0%+429.0%0.002%
7/24/2025 US Bancorp DE5,175,599$123.18M0.2%-0.9%1.386%
7/23/2025 Cornerstone Enterprises LLC1,714,236$40.80M22.0%+1.7%0.459%
7/23/2025 Optas LLC64,419$1.53M0.3%+8.8%0.017%
7/23/2025 Financial Life Advisors267,483$6.37M2.2%+40.3%0.072%
7/23/2025 Madden Advisory Services Inc.15,350$365K0.2%+40.9%0.004%
7/23/2025 Kingswood Wealth Advisors LLC10,520$250K0.0%N/A0.003%
7/23/2025 Next Level Wealth Planning LLC14,625$348K0.2%+25.1%0.004%
7/22/2025 Iowa State Bank547,338$13.03M2.6%+1.5%0.147%
7/22/2025 Belpointe Asset Management LLC842,702$20.06M0.8%N/A0.226%
(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, 245 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), Grimes & Company Inc. ($166.95M), Municipal Employees Retirement System of Michigan ($139.45M), US Bancorp DE ($123.18M), State of New Jersey Common Pension Fund D ($78.94M), and Advisory Alpha LLC ($77.37M).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 192 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 ($7.31M), 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 33,271,237 shares in the last 24 months. This purchase volume represents approximately $785.06M in transactions.

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

Of the 74 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), State of New Jersey Common Pension Fund D ($600K), BlueStem Wealth Partners LLC ($520.69K), Janney Montgomery Scott LLC ($429.48K), Cetera Investment Advisers ($379.94K), Bensler LLC ($309.17K), and Onyx Bridge Wealth Group LLC ($205.02K).

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

Institutional investors have sold a total of 7,082,052 shares in the last 24 months. This volume of shares sold represents approximately $168.26M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 8/9/2025 by MarketBeat.com Staff
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