Go Pro
→ Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (From Paradigm Press) (Ad)tc pixel Free SPHY Stock Alerts

SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.32 -0.01 (-0.04%)
As of 10:27 AM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
390
Total
Institutional Inflows
(last 12 months)
$1.36B
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$984.93M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
8/12/2026 Garton & Associates Financial Advisors LLC16,108$378K0.9%N/A0.003%
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%
6/26/2026 WealthPoint Financial LLC19,339$451K0.4%+26.8%0.004%
6/18/2026Western Wealth Management LLC24,899$581K0.0%+76.4%0.006%
6/12/2026 S&A Financial Services Inc.427,383$9.97M6.8%N/A0.095%
6/3/2026 NewEdge 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%
5/21/2026 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%
5/19/2026Western Wealth Management LLC24,899$581K0.0%+76.4%0.006%
5/19/2026 NewEdge Advisors LLC115,669$2.70M0.1%-55.8%0.026%
5/19/2026Ariadne 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%
5/19/2026 Cassady 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%
Trump’s New Currency Reset (Ad)

Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security. The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move.tc pixel

Watch the documentary briefing and find out which side you land on
5/19/2026Strategic 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%
5/18/2026Royal 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 Company996,761$23.24M0.0%+3.6%0.223%
5/15/2026Northeast Financial Group Inc.429,967$10.03M2.5%+34.2%0.096%
5/15/2026 Gateway 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%
5/15/2026 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%
5/14/2026Modern 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%
5/13/2026 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%
5/6/2026Aire 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%
5/5/2026Signet 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%
5/4/2026Lifeworks 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%
5/2/2026 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%
The options guide that actually starts at the beginning (Ad)

Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before they ever place a trade. This free guide from Base Camp Trading takes a different approach, starting with the basics and showing you exactly how options work, why traders use them, and how they fit into a simple trading plan.tc pixel

Claim your free options guide and start building real trading knowledge
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%
4/27/2026World 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%


SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 517 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 454 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 57,452,973 shares in the last 24 months. This purchase volume represents approximately $1.36B in transactions.

Of the 187 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), Ameriprise Financial Inc. ($1.73M), Nepc LLC ($1.24M), Benjamin Edwards Inc. ($1.23M), Principal Financial Group Inc. ($1.06M), and Farther Finance Advisors LLC ($919.19K).

Institutional investors have sold a total of 41,741,235 shares in the last 24 months. This volume of shares sold represents approximately $984.93M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SPHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Iran War: What Happened at 1:11 P.M. Outside D.C.?
A source with ties to Saudi Arabia, the UAE, and the U.S. State Department revealed details of a potential 7 t...
Banyan Hill Publishing | Sponsoredtc pixel
American retirees will miss THIS. Big Banks just moved in.
Central banks spent nearly $130 billion on physical gold last year, on top of $145 billion the year before. Q1...
Cedar Gold Group | Sponsoredtc pixel
The options guide that actually starts at the beginning
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buffett's Final Warning: "The Dollar Is Going to Hell"
In 2025, the dollar lost 12% in value. Real inflation hit 5%+. 12% + 5% = 17% purchasing power gone. And it's ...
Decentralized Masters | Sponsoredtc pixel
After KDA, PRE, and OCEAN—this is the one
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
How the JPMorgan $8,000 Gold Call Exposed the Biggest Mistake in Most Retirement Accounts
JPMorgan has raised its 2026 gold forecast to $6,300, with a credible path to $8,000, and now calls gold a cor...
Golden Crest Metals | Sponsoredtc pixel