Free Trial

SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.67 +0.05 (+0.21%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$23.65 -0.02 (-0.08%)
As of 07/18/2025 07:51 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.

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

Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$522.34M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$42.02M
Get SPHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Portfolio High Yield Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Northeast Financial Group Inc.14,364$342K0.1%N/A0.004%
7/18/2025Trilogy Capital Inc.28,505$678K0.0%+11.0%0.008%
7/18/2025Lynx Investment Advisory12,086$288K0.2%+6.2%0.003%
7/18/2025SWP Financial LLC40,812$971K0.5%-21.6%0.011%
7/18/2025SigFig Wealth Management LLC122,337$2.90M0.1%+36.5%0.033%
7/18/2025PFG Investments LLC10,210$243K0.0%-40.1%0.003%
7/18/2025Truist Financial Corp593,934$14.14M0.0%-18.3%0.159%
7/17/2025 Trivium Point Advisory LLC123,886$2.95M0.3%+4.8%0.033%
7/17/2025 K2 Financial Inc.121,032$2.85M2.5%+5.3%0.033%
7/17/2025 Janney Montgomery Scott LLC13,329$317K0.0%-97.0%0.004%
7/17/2025 Fifth Third Securities Inc.111,092$2.64M0.2%+318.9%0.030%
7/17/2025 Investment Research & Advisory Group Inc.16,718$398K0.1%+192.3%0.005%
7/17/2025 Avior Wealth Management LLC50,774$1.21M0.0%-4.9%0.014%
7/17/2025 Sterneck Capital Management LLC151,137$3.60M1.8%+0.9%0.041%
7/17/2025 Michels Family Financial LLC119,861$2.85M2.4%+2.9%0.032%
7/17/2025 Tempus Wealth Planning LLC60,468$1.44M0.4%N/A0.016%
7/16/2025 Marmo Financial Group LLC205,235$4.89M2.4%+1.1%0.055%
7/16/2025 Diversified Enterprises LLC109,101$2.60M0.2%+27.6%0.029%
7/16/2025 New Insight Wealth Advisors41,765$994K0.4%-9.8%0.011%
7/16/2025 Novem Group30,760$732K0.1%N/A0.008%
7/16/2025 Perigon Wealth Management LLC163,054$3.88M0.1%-21.2%0.044%
7/15/2025 Heritage Oak Wealth Advisors LLC93,613$2.23M0.9%N/A0.025%
7/15/2025 Cranbrook Wealth Management LLC1,091$26K0.0%N/A0.000%
7/15/2025 Fifth Third Bancorp2,097$50K0.0%N/A0.001%
7/15/2025 Sheets Smith Wealth Management75,785$1.80M0.2%+2.9%0.020%
7/15/2025 MCF Advisors LLC118,254$2.81M0.2%-0.9%0.032%
7/15/2025 Revisor Wealth Management LLC45,345$1.07M0.4%-46.8%0.012%
7/15/2025 CGN Advisors LLC127,083$3.03M0.3%+11.4%0.034%
7/14/2025 Capital CS Group LLC10,110$241K0.4%N/A0.003%
7/14/2025 Armstrong Advisory Group Inc.78,751$1.87M0.1%+4.3%0.021%
7/14/2025 Sound Stewardship LLC86,466$2.06M1.1%+4.5%0.023%
7/14/2025 Sowell Financial Services LLC9,120$217K0.0%-32.1%0.002%
7/11/2025 Scott Capital Advisors LLC14,079$333K0.1%-4.6%0.004%
7/11/2025 Meriwether Wealth & Planning LLC130,235$3.10M1.9%+2.2%0.035%
7/11/2025 Farther Finance Advisors LLC1,358,931$32.34M0.6%+58.4%0.369%
7/11/2025 Silver Oak Securities Incorporated44,250$1.05M0.1%+11.3%0.012%
7/11/2025 Pinnacle Bancorp Inc.14,370$342K0.1%+19.8%0.004%
7/11/2025 Grove Bank & Trust1,947$46K0.0%N/A0.001%
7/10/2025 Hurlow Wealth Management Group Inc.177,163$4.22M1.2%+8.7%0.048%
7/10/2025 HF Advisory Group LLC167,287$3.98M1.6%+19.8%0.045%
The Next Commodity Crisis Just Got a Name: Silver (Ad)

Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to SpaceX to AI. And now, whispers are growing that his next move could be in silver. Why? Because silver is the lifeblood of EVs, solar panels, and AI tech.

Smart money is already watching silver closely.
7/10/2025 Wealth Enhancement Advisory Services LLC238,237$5.64M0.0%+2.4%0.065%
7/10/2025 RFG Holdings Inc.1,040,552$24.77M7.2%+0.4%0.282%
7/10/2025 Moller Wealth Partners96,165$2.29M0.5%+279.7%0.026%
7/10/2025 Signal Advisors Wealth LLC50,520$1.20M0.1%+346.7%0.014%
7/10/2025 Sovran Advisors LLC44,126$1.04M0.1%-29.3%0.012%
7/9/2025 Capital Wealth Management LLC46,550$1.11M0.4%+5.1%0.013%
7/9/2025 Keystone Wealth Services LLC35,315$840K0.2%-21.9%0.010%
7/9/2025 Balefire LLC98,812$2.35M0.5%N/A0.027%
7/9/2025 Fiduciary Alliance LLC86,698$2.06M0.2%-1.7%0.024%
7/9/2025 Exchange Bank26,369$628K0.5%-2.5%0.007%
7/8/2025 Ehrlich Financial Group10,259$244K0.2%-60.8%0.003%
7/8/2025 NBC Securities Inc.133,145$3.17M0.3%+1,133.6%0.036%
7/8/2025 Apella Capital LLC461,736$10.91M0.3%+87.5%0.125%
7/8/2025 Parallel Advisors LLC1,231$29K0.0%N/A0.000%
7/7/2025 Veery Capital LLC104,598$2.49M0.9%+4.9%0.028%
7/7/2025 Good Steward Wealth Advisors LLC32,667$777K0.6%N/A0.009%
7/7/2025 Peak Financial Advisors LLC20,515$488K0.2%+34.3%0.006%
7/7/2025 General Partner Inc.17,400$414K0.2%N/A0.005%
7/3/2025 Arvest Investments Inc.155,751$3.71M0.6%+3.6%0.048%
6/16/2025Lynx Investment Advisory11,376$266K0.2%-11.2%0.003%
5/16/2025Jones Financial Companies Lllp22,387$524K0.0%-54.1%0.007%
5/16/2025NewEdge Advisors LLC322,580$7.56M0.0%+10.4%0.097%
5/16/2025Integrated Wealth Concepts LLC11,115$260K0.0%+7.2%0.003%
5/14/2025WCG Wealth Advisors LLC57,045$1.34M0.1%+12.7%0.017%
5/14/2025SVB Wealth LLC13,245$310K0.0%+6.4%0.004%
5/14/2025Ameriprise Financial Inc.8,186,133$191.70M0.1%+24.1%2.461%
5/14/2025Flow Traders U.S. LLC45,220$1.06M0.0%N/A0.014%
5/13/2025Nations Financial Group Inc. IA ADV84,857$1.99M0.2%N/A0.026%
5/13/2025Horizon Investments LLC299,736$7.02M0.2%+2.3%0.090%
5/12/2025Kohmann Bosshard Financial Services LLC897,362$21.03M2.5%+3.7%0.270%
5/9/2025iA Global Asset Management Inc.995,570$23.32M0.4%+81.0%0.299%
5/9/2025Cary 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%
5/8/2025Foster & Motley Inc.55,921$1.31M0.1%+1.8%0.017%
5/8/2025FSB Premier Wealth Management Inc.12,684$297K0.1%-34.1%0.004%
5/8/2025Arkadios Wealth Advisors68,769$1.61M0.1%+101.0%0.021%
5/7/2025Vantage Financial Partners LLC17,084$400K0.1%-24.3%0.005%
5/7/2025Municipal Employees Retirement System of Michigan5,954,325$139.45M1.8%+362.5%1.790%
5/7/2025BlueStem Wealth Partners LLC14,924$350K0.0%-97.2%0.004%
5/6/2025Winthrop Capital Management LLC293,567$6.88M1.9%+3.8%0.088%
5/6/2025City National Bank of Florida MSD46,508$1.09M1.0%-37.3%0.014%
5/6/2025Madison Asset Management LLC944,127$22.11M0.2%+111.6%0.284%
5/2/2025Mechanics Financial Corp109,598$2.57M1.2%+3.3%0.033%
5/2/2025Whittier Trust Co. of Nevada Inc.1,525$36K0.0%-77.3%0.000%
5/2/2025Whittier Trust Co.5,470$128K0.0%+292.1%0.002%
5/2/2025SBI 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%
4/30/2025MainStreet Investment Advisors LLC27,120$635K0.1%+4.3%0.008%
4/30/2025Rogco LP152,398$3.57M1.4%+3.6%0.046%
4/29/2025Centennial Bank AR1,472$34K0.0%N/A0.000%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
4/29/2025Bank of New York Mellon Corp95,601$2.24M0.0%+122.8%0.029%
4/29/2025Wayfinding Financial LLC5,008$117K0.1%N/A0.002%
4/28/2025Redmont Wealth Advisors LLC4,529$106K0.2%N/A0.001%
4/28/2025Rossby Financial LCC11,591$270K0.1%N/A0.003%
4/25/2025Morton Brown Family Wealth LLC5,102$119K0.0%N/A0.002%
4/24/2025Golden State Wealth Management LLC1,415$33K0.0%+193.0%0.000%
4/24/2025 Westend Capital Management LLC4,501$105K0.0%N/A0.001%
4/23/2025Western Wealth Management LLC20,123$471K0.0%-2.8%0.006%
4/23/2025Creative Financial Designs Inc. ADV47,948$1.12M0.1%+1.1%0.014%
4/23/2025Golden State Wealth Management LLC2,830$66K0.0%+485.9%0.001%
(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, 149 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), Farther Finance Advisors LLC ($32.34M), RFG Holdings Inc. ($24.77M), and iA Global Asset Management Inc. ($23.32M).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 127 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), 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), One Capital Management LLC ($704.20K), 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 22,240,042 shares in the last 24 months. This purchase volume represents approximately $522.34M in transactions.

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

Of the 41 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: BlueStem Wealth Partners LLC ($520.69K), Janney Montgomery Scott LLC ($429.48K), Truist Financial Corp ($133.46K), Waterloo Capital L.P. ($102.99K), Redwood Investment Management LLC ($93.15K), Cahill Financial Advisors Inc. ($63.83K), and Cambridge Investment Research Advisors Inc. ($47.19K).

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

Institutional investors have sold a total of 1,778,734 shares in the last 24 months. This volume of shares sold represents approximately $42.02M in transactions.



This page (NYSEARCA:SPHY) was last updated on 7/19/2025 by MarketBeat.com Staff
From Our Partners