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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.41 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
422
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
214
Total
Institutional Outflows
(last 12 months)
$1.15B
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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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2026 Kensington Asset Management LLC3,128,978$72.97M3.4%-4.1%0.699%
5/20/2026 Arete Wealth Advisors LLC54,558$1.27M0.1%+2.7%0.012%
5/19/2026 Western Wealth Management LLC24,899$581K0.0%+76.4%0.006%
5/19/2026 NewEdge Advisors LLC115,669$2.70M0.1%-55.8%0.026%
5/19/2026 Ariadne Wealth Management LP11,283$263K0.1%-6.6%0.003%
5/19/2026 Bank of America Corp DE28,502,235$664.67M0.0%-39.3%6.365%
5/19/2026 Cassady Wealth & Retirement Planning LLC41,314$973K0.5%-2.5%0.009%
5/19/2026 Centaurus Financial Inc.53,713$1.25M0.1%+13.2%0.012%
5/19/2026 Strategic Investment Advisors MI15,400$359K0.0%+21.0%0.003%
5/19/2026 Arkadios Wealth Advisors323,437$7.54M0.1%-3.8%0.072%
5/19/2026 Arete Wealth Advisors LLC54,558$1.27M0.1%+2.7%0.012%
5/18/2026 Royal Bank of Canada221,870$5.17M0.0%-4.7%0.050%
5/18/2026 Empowered Funds LLC155,685$3.61M0.0%+12.8%0.035%
5/16/2026 The Manufacturers Life Insurance Company 996,761$23.24M0.0%+3.6%0.223%
5/15/2026 Northeast Financial Group Inc.429,967$10.03M2.5%+34.2%0.096%
5/15/2026 Gateway Wealth Partners LLC24,437$570K0.0%N/A0.005%
5/15/2026 Waverly Advisors LLC4,246$99K0.0%N/A0.001%
5/15/2026 Stadion Money Management LLC355,410$8.29M0.8%+2.0%0.079%
5/15/2026 Cumberland Partners Ltd34,596$807K0.1%+5.1%0.008%
5/14/2026 Compound Planning Inc.136,253$3.18M0.1%-15.8%0.030%
5/14/2026 Modern Wealth Management LLC112,804$2.62M0.0%+13.7%0.025%
5/14/2026 Sei Investments Co.19,832,325$462.50M0.4%+5.7%4.429%
5/13/2026 Cetera Investment Advisers3,556,254$82.93M0.1%+68.1%0.794%
5/13/2026 Wealthspire Retirement LLC19,044$444K0.0%+21.8%0.004%
5/12/2026 Phillip James Consulting Co.54,185$1.26M0.9%N/A0.012%
5/8/2026 PNC Financial Services Group Inc.398,395$9.29M0.0%+3.6%0.089%
5/7/2026 Carl P. Sherr & Co. LLC190,679$4.45M2.1%+1.5%0.043%
5/7/2026 Balefire LLC10,611$247K0.0%-89.4%0.002%
5/6/2026 Aire Advisors LLC260,388$6.07M1.1%+1.9%0.058%
5/6/2026 Assetmark Inc.1,368,848$31.92M0.1%+13.4%0.306%
5/6/2026 Bauman Advisory Group LLC185,483$4.33M3.0%+752.4%0.041%
5/6/2026 Independent Financial Group LLC42,880$1M0.0%N/A0.010%
5/5/2026 Quartz Partners LLC456,746$10.65M4.1%-3.2%0.102%
5/5/2026 Bank of New York Mellon Corp886,713$20.68M0.0%+77.7%0.198%
5/5/2026 Signet Financial Management LLC59,423$1.39M0.2%+8.2%0.013%
5/5/2026 Sanctuary 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%
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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%
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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%


SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 516 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 453 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 70,058,434 shares in the last 24 months. This purchase volume represents approximately $1.66B in transactions.

Of the 214 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 48,862,485 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.


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This page (NYSEARCA:SPHY) was last updated on 5/25/2026 by MarketBeat.com Staff.
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