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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.18 -0.02 (-0.09%)
As of 07/24/2026 04:10 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)
413
Total
Institutional Inflows
(last 12 months)
$1.50B
Number of
Institutional Sellers
(last 12 months)
207
Total
Institutional Outflows
(last 12 months)
$1.13B
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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
7/10/2026 Ocean Park Asset Management LLC6,080,823$142.53M6.9%+53.4%1.266%
7/10/2026 KWB Wealth11,243$264K0.0%+19.7%0.002%
7/10/2026 Carolina Wealth Advisors LLC422,552$9.91M3.9%+1.7%0.088%
7/10/2026 Wealthcare Advisory Partners LLC15,996$375K0.0%-11.4%0.003%
7/9/2026 Tenzing Financial LLC92,896$2.17M1.5%-1.1%0.019%
7/9/2026 Veery Capital LLC117,080$2.74M0.7%+4.0%0.024%
7/9/2026 Capital Wealth Management LLC53,905$1.26M0.3%+9.8%0.011%
7/9/2026 Exchange Bank50,395$1.18M0.7%+32.2%0.010%
7/9/2026 HF Advisory Group LLC253,222$5.94M1.8%+10.5%0.053%
7/9/2026 Hennion & Walsh Asset Management Inc.22,659$531K0.0%-6.7%0.005%
7/9/2026 Private Wealth Group LLC17,717$415K0.2%+18.6%0.004%
7/8/2026 Meriwether Wealth & Planning LLC155,345$3.64M1.8%+1.8%0.032%
7/8/2026 Apella Capital LLC1,803,063$42.10M0.6%+15.9%0.375%
7/7/2026 Fermata Advisors LLC42,223$990K0.2%-2.2%0.009%
7/7/2026 Balefire LLC35,302$827K0.1%+232.7%0.007%
7/7/2026 Dynamic Advisor Solutions LLC15,456$362K0.0%+24.5%0.003%
7/7/2026 GK Wealth Management LLC16,147$378K0.2%N/A0.003%
7/7/2026 Avior Wealth Management LLC20,277$475K0.0%-9.0%0.004%
7/7/2026 Central Pacific Bank Trust Division263,335$6.17M0.6%+125.1%0.054%
7/7/2026 Brighton Securities CORP.144,588$3.39M1.5%+2.8%0.030%
7/7/2026 CGN Advisors LLC169,360$3.97M0.3%+3.3%0.035%
7/7/2026 Pacific Excel Wealth Advisors Inc.76,483$1.79M0.7%N/A0.016%
7/6/2026 Hobart Private Capital LLC185,103$4.34M0.7%-0.7%0.038%
7/6/2026 General Partner Inc.26,000$609K0.3%N/A0.005%
7/2/2026 KERR FINANCIAL PLANNING Corp3,864$91K0.1%N/A0.001%
6/26/2026WealthPoint Financial LLC19,339$451K0.4%+26.8%0.004%
6/18/2026Western Wealth Management LLC24,899$581K0.0%+76.4%0.006%
6/12/2026S&A Financial Services Inc.427,383$9.97M6.8%N/A0.095%
6/3/2026NewEdge Advisors LLC264,481$6.17M0.0%+1.1%0.059%
6/1/2026Concorde Asset Management LLC12,962$302K0.1%-60.3%0.003%
5/26/2026Serenity Investment Advisors117,533$2.75M1.1%+16.0%0.026%
5/21/2026Kensington Asset Management LLC3,128,978$72.97M3.4%-4.1%0.699%
5/20/2026Arete Wealth Advisors LLC54,558$1.27M0.1%+2.7%0.012%
5/19/2026Western Wealth Management LLC24,899$581K0.0%+76.4%0.006%
5/19/2026NewEdge Advisors LLC115,669$2.70M0.1%-55.8%0.026%
5/19/2026Ariadne Wealth Management LP11,283$263K0.1%-6.6%0.003%
5/19/2026Bank of America Corp DE28,502,235$664.67M0.0%-39.3%6.365%
5/19/2026Cassady Wealth & Retirement Planning LLC41,314$973K0.5%-2.5%0.009%
5/19/2026Centaurus Financial Inc.53,713$1.25M0.1%+13.2%0.012%
5/19/2026Strategic Investment Advisors MI15,400$359K0.0%+21.0%0.003%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
5/19/2026Arkadios Wealth Advisors323,437$7.54M0.1%-3.8%0.072%
5/19/2026Arete Wealth Advisors LLC54,558$1.27M0.1%+2.7%0.012%
5/18/2026Royal Bank of Canada221,870$5.17M0.0%-4.7%0.050%
5/18/2026Empowered Funds LLC155,685$3.61M0.0%+12.8%0.035%
5/16/2026The Manufacturers Life Insurance Company 996,761$23.24M0.0%+3.6%0.223%
5/15/2026Northeast Financial Group Inc.429,967$10.03M2.5%+34.2%0.096%
5/15/2026Gateway Wealth Partners LLC24,437$570K0.0%N/A0.005%
5/15/2026Waverly Advisors LLC4,246$99K0.0%N/A0.001%
5/15/2026Stadion Money Management LLC355,410$8.29M0.8%+2.0%0.079%
5/15/2026Cumberland Partners Ltd34,596$807K0.1%+5.1%0.008%
5/14/2026Compound Planning Inc.136,253$3.18M0.1%-15.8%0.030%
5/14/2026Modern Wealth Management LLC112,804$2.62M0.0%+13.7%0.025%
5/14/2026Sei Investments Co.19,832,325$462.50M0.4%+5.7%4.429%
5/13/2026Cetera Investment Advisers3,556,254$82.93M0.1%+68.1%0.794%
5/13/2026Wealthspire Retirement LLC19,044$444K0.0%+21.8%0.004%
5/12/2026Phillip James Consulting Co.54,185$1.26M0.9%N/A0.012%
5/8/2026PNC Financial Services Group Inc.398,395$9.29M0.0%+3.6%0.089%
5/7/2026Carl P. Sherr & Co. LLC190,679$4.45M2.1%+1.5%0.043%
5/7/2026 Balefire LLC10,611$247K0.0%-89.4%0.002%
5/6/2026Aire Advisors LLC260,388$6.07M1.1%+1.9%0.058%
5/6/2026Assetmark Inc.1,368,848$31.92M0.1%+13.4%0.306%
5/6/2026Bauman Advisory Group LLC185,483$4.33M3.0%+752.4%0.041%
5/6/2026 Independent Financial Group LLC42,880$1M0.0%N/A0.010%
5/5/2026Quartz Partners LLC456,746$10.65M4.1%-3.2%0.102%
5/5/2026Bank of New York Mellon Corp886,713$20.68M0.0%+77.7%0.198%
5/5/2026Signet Financial Management LLC59,423$1.39M0.2%+8.2%0.013%
5/5/2026Sanctuary Advisors LLC113,085$2.64M0.0%-24.7%0.025%
5/5/2026 Nwam LLC29,234$682K0.0%+4.1%0.007%
5/4/2026Calamos Advisors LLC153,817$3.59M0.0%-18.8%0.034%
5/4/2026J. Safra Sarasin Holding AG34,835$804K0.0%N/A0.008%
5/4/2026Lifeworks Advisors LLC24,951$582K0.1%-67.5%0.006%
5/2/2026 Financial Advisory Partners LLC446,622$10.42M2.9%-0.6%0.100%
5/2/2026 International Assets Investment Management LLC6,692$156K0.0%-9.3%0.001%
5/2/2026Diversify Wealth Management LLC1,178,808$27.69M0.5%+82.8%0.263%
5/1/2026Fifth Third Bancorp118,304$2.76M0.0%+1,238.4%0.026%
5/1/2026Sovran Advisors LLC60,648$1.43M0.1%-5.4%0.014%
5/1/2026Droms Strauss Advisors Inc. MO ADV12,191$284K0.1%+7.8%0.003%
5/1/2026Simplicity Wealth LLC31,436$733K0.0%+53.6%0.007%
5/1/2026Conning Inc.1,023,746$23.87M0.8%+82.7%0.228%
5/1/2026KLCM Advisors Inc.8,945$209K0.0%-8.3%0.002%
4/30/2026Elevated Capital Advisors LLC2,190$51K0.0%-22.3%0.000%
4/30/2026Kestra Advisory Services LLC224,108$5.23M0.0%+19.8%0.050%
4/29/2026Financial Life Advisors361,443$8.43M2.6%-20.6%0.081%
4/29/2026Duncker Streett & Co. Inc.6,870$160K0.0%+49.1%0.002%
4/29/2026 Brighton Securities CORP.140,654$3.28M1.6%+15.2%0.031%
4/29/2026 K2 Financial Inc.141,811$3.34M2.3%+5.4%0.032%
4/29/2026 Avory & Company LLC9,062$211K0.3%N/A0.002%
4/28/2026Kathmere Capital Management LLC64,722$1.51M0.1%-48.7%0.014%
4/28/2026 Appleton Partners Inc. MA145,140$3.39M0.2%+4.0%0.032%
4/28/2026Whittier Trust Co.43,971$1.03M0.0%+14.1%0.010%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
4/28/2026Stephens Inc. AR159,374$3.72M0.0%+3.8%0.036%
4/28/2026 LVZ Inc.86,433$2.02M0.2%+7.9%0.019%
4/28/2026 Revisor Wealth Management LLC37,518$875K0.2%+17.7%0.008%
4/28/2026WBH Advisory Inc.36,365$845K0.1%+14.4%0.008%
4/27/2026 Syntegra Private Wealth Group LLC776,957$18.12M1.7%-0.9%0.173%
4/27/2026Portland Financial Advisors Inc21,841$509K1.1%+7.7%0.005%
4/27/2026 PFG Investments LLC9,994$233K0.0%+13.5%0.002%
4/27/2026World Investment Advisors63,331$1.48M0.0%+7.8%0.014%
4/27/2026Private Advisor Group LLC218,217$5.09M0.0%-13.8%0.049%
4/27/2026 Optas LLC267,409$6.24M0.9%+1.4%0.060%


SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 519 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 ($664.67M), Sei Investments Co. ($462.50M), Wells Fargo & Company MN ($264.97M), LPL Financial LLC ($208.36M), Ameriprise Financial Inc. ($207.97M), Vantagepoint Investment Advisers LLC ($175.51M), and GRIMES & Co WEALTH MANAGEMENT LLC ($171.53M).Learn more on SPDR Portfolio High Yield Bond ETF's institutional investors.

Of the 456 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 ($7.56M), Grimes & Company Inc. ($7.01M), Municipal Employees Retirement System of Michigan ($4.76M), Bank of America Corp DE ($4.26M), Ameriprise Financial Inc. ($4.18M), Asset Management One Co. Ltd. ($3.61M), and Advisors Capital Management LLC ($3.19M).

Institutional investors have bought a total of 63,258,738 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 205 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: Bank of America Corp DE ($19.57M), Ocean Park Asset Management LLC ($6.75M), Envestnet Asset Management Inc. ($2.79M), Ameriprise Financial Inc. ($1.73M), Nepc LLC ($1.24M), Benjamin Edwards Inc. ($1.23M), and Principal Financial Group Inc. ($1.06M).

Institutional investors have sold a total of 47,651,450 shares in the last 24 months. This volume of shares sold represents approximately $1.13B in transactions.


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This page (NYSEARCA:SPHY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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