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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.17 +0.03 (+0.13%)
As of 03:58 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)
387
Total
Institutional Inflows
(last 12 months)
$1.41B
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$874.04M
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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
9/2/2026 Allianz Asset Management GmbH141,200$3.31M0.0%+37.8%0.028%
9/2/2026Brown Lisle Cummings Inc.2,065$48K0.0%+1,232.3%0.000%
8/27/2026 Corient Private Wealth LP15,093$354K0.0%-54.2%0.003%
8/24/2026 Serenity Investment Advisors127,299$2.97M1.3%+8.3%0.025%
8/23/2026 Ameritas Advisory Services LLC86,181$2.02M0.0%+44.7%0.017%
8/22/2026 Tenet Wealth Partners LLC45,340$1.05M0.8%N/A0.009%
8/22/2026 K2 Financial Inc.148,763$3.48M2.5%+4.9%0.030%
8/22/2026 Concurrent Investment Advisors LLC267,352$6.27M0.1%+47.5%0.053%
8/22/2026 NEOS Investment Management LLC2,994,391$69.78M0.3%N/A0.599%
8/21/2026 Continuum Advisory LLC86,056$2.08M0.2%+1.7%0.017%
8/21/2026 Coppell Advisory Solutions LLC42,398$994K0.2%N/A0.008%
8/21/2026 General Partner Inc.26,000$609K0.3%N/A0.005%
8/21/2026 Keeler Thomas Management LLC398,471$9.34M3.3%+3.2%0.080%
8/21/2026 Triumph Capital Management15,575$365K0.1%+113.2%0.003%
8/21/2026 Financial Life Advisors8,727$205K0.1%-97.6%0.002%
8/20/2026 Proficio Capital Partners LLC46,575$1.09M0.0%N/A0.009%
8/20/2026 Nwam LLC54,916$1.29M0.1%+87.8%0.011%
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%0.051%
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%
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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%
6/18/2026 Western 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%
6/1/2026 Concorde Asset Management LLC12,962$302K0.1%-60.3%0.003%
5/26/2026 Serenity 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%
5/19/2026 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 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%
5/15/2026 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%
5/5/2026Signet 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%
5/2/2026 Financial Advisory Partners LLC446,622$10.42M2.9%-0.6%0.100%
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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%


SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 523 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 460 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 59,663,006 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.

Of the 183 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 ($18.44M), Ocean Park Asset Management LLC ($6.75M), Nepc LLC ($1.24M), Principal Financial Group Inc. ($1.06M), Farther Finance Advisors LLC ($919.19K), Donoghue Forlines LLC ($833.97K), and State Street Corp ($637.43K).

Institutional investors have sold a total of 37,087,556 shares in the last 24 months. This volume of shares sold represents approximately $874.04M 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 9/2/2026. New 13F filings are added each quarter as they're published.
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