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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.54 -0.14 (-0.59%)
Closing price 10/10/2025 04:10 PM Eastern
Extended Trading
$23.56 +0.02 (+0.06%)
As of 10/10/2025 07:40 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)
222
Total
Institutional Inflows
(last 12 months)
$896.31M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$311.91M
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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
10/10/2025 Diversified Enterprises LLC126,056$3.02M0.2%+15.5%0.031%
10/10/2025 Fifth Third Securities Inc.248,128$5.94M0.4%+123.4%0.062%
10/10/2025 Sound Income Strategies LLC161,972$3.84M0.2%+62.7%0.040%
10/10/2025 Signal Advisors Wealth LLC13,370$320K0.0%-73.5%0.003%
10/9/2025 CGN Advisors LLC130,597$3.13M0.3%+2.8%0.033%
10/9/2025 AdvisorNet Financial Inc3,007$72K0.0%-14.9%0.001%
10/9/2025 Voya Investment Management LLC1,092,116$26.15M0.0%+7.2%0.273%
10/9/2025 Fermata Advisors LLC43,478$1.04M0.3%-1.3%0.011%
10/8/2025 Peak Financial Advisors LLC17,442$418K0.2%-15.0%0.004%
10/8/2025 Armstrong Advisory Group Inc.81,242$1.95M0.1%+3.2%0.020%
10/8/2025 Fiduciary Alliance LLC91,945$2.20M0.1%+6.1%0.023%
10/8/2025 General Partner Inc.26,000$622K0.3%+49.4%0.007%
10/8/2025 OLD Point Trust & Financial Services N A75,202$1.80M0.6%+49.1%0.019%
10/8/2025 Balefire LLC103,326$2.47M0.5%+4.6%0.026%
10/7/2025 Carolina Wealth Advisors LLC421,335$10.09M4.4%+1,867.7%0.106%
10/6/2025 HF Advisory Group LLC187,918$4.50M1.7%+12.3%0.047%
10/6/2025 Moller Wealth Partners141,709$3.39M0.7%+47.4%0.036%
10/6/2025 Grove Bank & Trust4,132$99K0.0%+112.2%0.001%
10/3/2025 Iowa State Bank574,739$13.76M2.6%+5.0%0.144%
10/3/2025 Summit Financial Wealth Advisors LLC9,300$222K0.0%N/A0.002%
10/1/2025 Hobart Private Capital LLC193,949$4.64M1.0%+8.9%0.050%
9/22/2025GatePass Capital LLC20,200$481K0.3%N/A0.005%
9/4/2025Osaic Holdings Inc.953,224$22.67M0.0%+5.1%0.247%
8/29/2025Centaurus Financial Inc.44,890$1.07M0.1%-2.4%0.012%
8/27/2025Orion Porfolio Solutions LLC33,420$795K0.0%+77.7%0.009%
8/25/2025Hilltop Partners LLC510,629$12.15M3.7%-41.9%0.132%
8/19/2025Newbridge Financial Services Group Inc.1,232$29K0.0%+171.4%0.000%
8/15/2025Nikulski Financial Inc.77,382$1.84M0.5%+1.6%0.020%
8/15/2025Global View Capital Management LLC10,814$257K0.1%N/A0.003%
8/15/2025Equitable Holdings Inc.313,007$7.45M0.1%+7.2%0.081%
8/15/2025Florida Financial Advisors LLC12,120$288K0.1%N/A0.003%
8/15/2025Chapman Financial Group LLC3,780$90K0.1%N/A0.001%
8/15/2025Prevail Innovative Wealth Advisors LLC46,952$1.12M0.3%+29.7%0.012%
8/15/2025WFA of San Diego LLC4,624$110K0.1%N/A0.001%
8/15/2025Lantern Wealth Advisors LLC69,459$1.65M0.9%N/A0.018%
8/15/2025Two Sigma Securities LLC22,911$545K0.1%+53.3%0.006%
8/15/2025Orion Porfolio Solutions LLC33,420$795K0.0%+77.7%0.009%
8/15/2025MML Investors Services LLC2,567,446$61.11M0.2%+55.5%0.665%
8/15/2025Modern Wealth Management LLC147,017$3.50M0.1%+82.8%0.038%
8/15/2025HRT Financial LP159,588$3.80M0.0%-46.3%0.041%
8/15/2025IHT Wealth Management LLC68,781$1.64M0.0%+5.3%0.018%
8/15/2025Great Valley Advisor Group Inc.342,997$8.16M0.2%-21.6%0.089%
8/15/2025Gallagher Fiduciary Advisors LLC23,480$559K0.0%-7.0%0.006%
8/15/2025EP Wealth Advisors LLC10,094$240K0.0%+71.2%0.003%
8/15/2025Benjamin Edwards Inc.1,017,515$24.22M0.3%-54.7%0.264%
8/15/2025BNP Paribas Financial Markets86,918$2.07M0.0%-78.9%0.023%
8/15/2025Bank of America Corp DE40,393,305$961.36M0.1%-2.7%10.470%
8/15/2025Ameriprise Financial Inc.6,453,787$153.61M0.0%-21.2%1.673%
8/14/2025Ausdal Financial Partners Inc.9,000$214K0.0%-34.7%0.002%
8/14/2025Raymond James Financial Inc.405,117$9.64M0.0%-71.1%0.105%
8/14/2025Diversify Wealth Management LLC500,765$11.86M0.7%+17.4%0.130%
8/14/2025Diversify Advisory Services LLC281,431$6.66M0.3%+32.8%0.073%
8/14/2025The Manufacturers Life Insurance Company 903,301$21.50M0.0%+0.6%0.234%
8/14/2025Sei Investments Co.16,769,188$399.11M0.5%+5.4%4.347%
8/14/2025NewEdge Advisors LLC340,238$8.10M0.0%+5.5%0.088%
8/14/2025Stonehaven Wealth & Tax Solutions LLC15,275$364K0.4%+13.0%0.004%
8/14/2025Qube Research & Technologies Ltd36,211$862K0.0%-15.2%0.009%
8/14/2025Planwiser Financial LLC64,154$1.52M1.3%N/A0.017%
8/14/2025Acorn Wealth Advisors LLC11,576$276K0.1%-7.1%0.003%
8/14/2025SVB Wealth LLC14,840$353K0.0%+12.0%0.004%
8/14/2025Bank of Nova Scotia300,000$7.14M0.0%N/A0.078%
8/14/2025Cary Street Partners Financial LLC110,929$2.64M0.1%+10.2%0.029%
8/13/2025Vantagepoint Investment Advisers LLC7,469,670$177.78M17.8%+2.2%1.936%
8/13/2025StoneX Group Inc.60,982$1.45M0.1%-2.9%0.016%
8/13/2025SageView Advisory Group LLC1,117,534$26.52M1.0%+4.0%0.290%
8/13/20251832 Asset Management L.P.3,399,653$80.91M0.1%+4.2%0.881%
8/13/2025WCG Wealth Advisors LLC53,969$1.28M0.1%-5.4%0.014%
8/13/2025Westerkirk Capital Inc.9,700$231K0.0%N/A0.003%
8/13/2025Willis Johnson & Associates Inc.694,177$16.52M1.1%+1.7%0.180%
8/13/2025Leslie Global Wealth LLC32,344$770K0.4%+25.9%0.008%
8/13/2025Quadrature Capital Ltd128,972$3.07M0.1%N/A0.033%
8/13/2025Northwestern Mutual Wealth Management Co.115,765$2.76M0.0%+17.3%0.030%
8/13/2025Maia Wealth LLC45,879$1.09M0.2%+57.6%0.012%
8/12/2025J.W. Cole Advisors Inc.78,721$1.87M0.0%N/A0.020%
8/12/2025Advisors Asset Management Inc.34,343$817K0.0%+5.6%0.009%
8/12/2025Steward Partners Investment Advisory LLC9,129$217K0.0%+21.3%0.002%
8/12/2025South Plains Financial Inc.7,762$185K0.1%-79.1%0.002%
8/12/2025CreativeOne Wealth LLC10,631$253K0.0%-6.2%0.003%
8/12/2025Global Retirement Partners LLC113,211$2.69M0.1%N/A0.029%
8/12/2025Waterloo Capital L.P.351,799$8.37M0.7%-9.1%0.091%
8/12/2025Kohmann Bosshard Financial Services LLC921,354$21.93M2.4%+2.7%0.239%
8/12/2025Seeds Investor LLC72,496$1.73M0.4%+14.5%0.019%
8/12/2025JPMorgan Chase & Co.1,248,456$29.71M0.0%+102.2%0.324%
8/12/2025NorthStar Asset Management LLC NJ 13,226$315K0.1%+40.8%0.003%
8/12/2025Cumberland Partners Ltd10,410$248K0.0%N/A0.003%
8/12/2025Howe & Rusling Inc.3,465$82K0.0%-16.5%0.001%
8/11/2025Perennial Investment Advisors LLC10,688$254K0.0%N/A0.003%
8/11/2025Inspire Advisors LLC647,665$15.41M1.6%+3.6%0.168%
8/11/2025United Advisor Group LLC73,216$1.74M0.3%+51.3%0.019%
8/11/2025Western Wealth Management LLC15,663$373K0.0%-22.2%0.004%
8/11/2025Bell Investment Advisors Inc19,924$474K0.1%+33.3%0.005%
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%
(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, 305 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 235 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 37,943,410 shares in the last 24 months. This purchase volume represents approximately $896.31M in transactions.

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

Of the 96 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 13,115,228 shares in the last 24 months. This volume of shares sold represents approximately $311.91M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 10/12/2025 by MarketBeat.com Staff
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