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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.40 +0.02 (+0.09%)
As of 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)
419
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$727.97M
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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
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%
5/4/2026 Calamos Advisors LLC153,817$3.59M0.0%-18.8%0.034%
5/4/2026 J. Safra Sarasin Holding AG34,835$804K0.0%N/A0.008%
5/4/2026 Lifeworks 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%
5/2/2026 Diversify Wealth Management LLC1,178,808$27.69M0.5%+82.8%0.263%
5/1/2026 Fifth Third Bancorp118,304$2.76M0.0%+1,238.4%0.026%
5/1/2026 Sovran Advisors LLC60,648$1.43M0.1%-5.4%0.014%
5/1/2026 Droms Strauss Advisors Inc. MO ADV12,191$284K0.1%+7.8%0.003%
5/1/2026 Simplicity Wealth LLC31,436$733K0.0%+53.6%0.007%
5/1/2026 Conning Inc.1,023,746$23.87M0.8%+82.7%0.228%
5/1/2026 KLCM Advisors Inc.8,945$209K0.0%-8.3%0.002%
4/30/2026 Elevated Capital Advisors LLC2,190$51K0.0%-22.3%0.000%
4/30/2026 Kestra Advisory Services LLC224,108$5.23M0.0%+19.8%0.050%
4/29/2026 Financial Life Advisors361,443$8.43M2.6%-20.6%0.081%
4/29/2026 Duncker 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%
4/28/2026 Kathmere 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%
4/28/2026 Whittier Trust Co.43,971$1.03M0.0%+14.1%0.010%
4/28/2026 Stephens 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%
4/28/2026 WBH 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%
4/27/2026 Portland Financial Advisors Inc21,841$509K1.1%+7.7%0.005%
4/27/2026 PFG Investments LLC9,994$233K0.0%+13.5%0.002%
4/27/2026 World Investment Advisors63,331$1.48M0.0%+7.8%0.014%
4/27/2026 Private Advisor Group LLC218,217$5.09M0.0%-13.8%0.049%
4/27/2026 Optas LLC267,409$6.24M0.9%+1.4%0.060%
4/27/2026 Sound Income Strategies LLC301,568$7.01M0.3%+23.6%0.067%
4/25/2026 Peregrine Asset Advisers Inc.39,549$922K0.2%+44.1%0.009%
4/25/2026 Physician Wealth Advisors Inc.1,762$41K0.0%+54.7%0.000%
4/25/2026 TSG Advice Partners LLC503,965$11.75M1.8%N/A0.113%
4/24/2026 Alaska Wealth Advisors LLC188,956$4.41M0.5%+2.9%0.042%
4/24/2026 Alaska Permanent Capital Management LLC635,087$14.77M1.0%+14.8%0.142%
4/24/2026 Verus Wealth Management LLC169,534$3.95M3.7%-4.4%0.038%
4/24/2026 Acorn Financial Advisory Services Inc. ADV42,904$1.00M0.1%+17.6%0.010%
4/24/2026 iA Global Asset Management Inc.278,400$6.49M0.1%N/A0.062%
4/24/2026 Impact Partnership Wealth LLC330,375$7.70M1.0%+90.7%0.074%
4/24/2026 Fairman Group LLC20,680$482K0.4%-3.1%0.005%
4/23/2026 Marmo Financial Group LLC210,426$4.91M2.4%-1.6%0.047%
4/23/2026 Private Wealth Group LLC14,939$348K0.2%+4.9%0.003%
4/23/2026 Continuum Advisory LLC84,577$1.97M0.2%+1.4%0.019%
4/23/2026 Peak Financial Advisors LLC14,503$338K0.1%-15.2%0.003%
4/23/2026 Vicus Capital192,133$4.48M0.3%+13.9%0.043%
4/22/2026 Hurlow Wealth Management Group Inc.229,922$5.36M1.3%+7.1%0.051%
4/22/2026 Aspire Private Capital LLC30,241$705K0.2%+7.7%0.007%
4/22/2026 Financial Futures Ltd Liability Co.646,986$15.09M6.6%+17.6%0.145%
4/22/2026 Janney Montgomery Scott LLC168,018$3.92M0.0%+409.5%0.038%
4/22/2026 Onyx Bridge Wealth Group LLC47,923$1.12M0.1%-42.3%0.011%
4/22/2026 Towne Trust Company N.A115,934$2.70M0.9%+21.3%0.026%
4/22/2026 Realta Investment Advisors6,008$140K0.0%-9.1%0.001%
4/22/2026 Systelligence LLC179,578$4.19M0.8%N/A0.040%
4/21/2026 Laurel Oak Wealth Management LLC13,152$307K0.1%+4.9%0.003%
4/21/2026 HF Advisory Group LLC229,199$5.35M1.8%+9.4%0.052%
4/21/2026 Christine Messmer PC749,153$17.47M11.2%+2.1%0.169%
4/21/2026 Next Level Wealth Planning LLC23,165$540K0.3%+37.4%0.005%
4/21/2026 Independent Wealth Network Inc.28,115$656K0.2%+202.0%0.006%
4/21/2026 Foster & Motley Inc.102,121$2.38M0.1%+22.1%0.023%
4/21/2026 Silver Oak Securities Incorporated41,831$975K0.1%-21.8%0.009%
4/21/2026 Fiduciary Alliance LLC121,219$2.86M0.2%+15.3%0.027%
4/20/2026 Ritholtz Wealth Management12,635$295K0.0%N/A0.003%
4/20/2026 Auour Investments LLC112,553$2.63M0.8%+2.6%0.025%
4/20/2026 RFG Advisory LLC210,217$4.90M0.1%-2.3%0.047%
4/20/2026 Apella Capital LLC1,556,326$36.76M0.6%+31.7%0.351%
4/18/2026 BCS Wealth Management10,308$240K0.0%-45.2%0.002%
4/17/2026 Capital Wealth Management LLC49,114$1.15M0.3%+8.2%0.011%
4/17/2026 PMG Family Office LLC8,717$203K0.2%N/A0.002%
4/17/2026 Stewardship Advisors LLC49,050$1.14M0.3%+11.1%0.011%
4/17/2026 Ocean Park Asset Management LLC3,964,799$92.46M4.6%+1.3%0.897%
4/17/2026 Brookstone Capital Management99,456$2.32M0.0%+20.6%0.023%
4/16/2026 Smith Salley Wealth Management181,746$4.24M0.2%N/A0.041%
4/16/2026 Center For Asset Management LLC22,138$516K0.3%+16.0%0.005%
4/16/2026 Sheets Smith Wealth Management79,273$1.85M0.2%-2.1%0.018%
4/16/2026 Triad Wealth Partners LLC11,353$265K0.0%N/A0.003%
4/16/2026 Aurora Private Wealth Inc.76,556$1.79M1.3%-18.9%0.017%
4/16/2026 RFG Holdings Inc.977,503$22.80M5.7%-7.0%0.221%
4/15/2026 Nations Financial Group Inc. IA ADV42,621$994K0.1%+19.9%0.010%
3/17/2026Rockefeller Capital Management L.P.82,808$1.96M0.0%+40.8%0.019%
3/13/2026 World Investment Advisors58,762$1.39M0.0%+76.6%0.013%
3/9/2026Corient Private Wealth LLC17,327$410K0.0%+8.0%0.004%
3/6/2026 Brighton Securities CORP.122,128$2.89M1.4%+47.4%0.028%
3/5/2026Bush Investment Group LLC179,117$4.24M2.4%+0.9%0.041%
3/2/2026 Amicus Financial Advisors LLC29,573$700K0.2%N/A0.007%
2/27/2026 Instrumental Wealth LLC17,426$414K0.2%+5.5%0.004%
2/20/2026Bauman Advisory Group LLC21,760$515K0.4%N/A0.005%
2/19/2026 WealthPoint Financial LLC15,249$361K0.3%N/A0.003%
2/19/2026Compound Planning Inc.161,797$3.83M0.1%-36.2%0.037%
2/19/2026TMB Capital Partners LLC23,694$561K0.2%N/A0.005%
2/19/2026 Michels Family Financial LLC131,967$3.12M2.3%+6.2%0.030%
2/19/2026Corient Private Wealth LLC36,460$863K0.0%+127.3%0.008%
2/19/2026Little Harbor Advisors LLC222,386$5.26M2.7%-9.1%0.050%
2/18/2026Note Advisors LLC44,357$1.06M0.5%+15.7%0.010%


SPHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHY shares?

During the previous two years, 511 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 ($1.07B), Sei Investments Co. ($426.68M), 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.

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

Of the 447 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).

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

Institutional investors have bought a total of 74,350,432 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

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

Of the 211 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: 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), Bank of America Corp DE ($1.13M), and Principal Financial Group Inc. ($1.06M).

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

Institutional investors have sold a total of 30,572,611 shares in the last 24 months. This volume of shares sold represents approximately $727.97M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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