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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$22.53 -0.06 (-0.27%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$22.56 +0.02 (+0.11%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$1.50B
Number of
Institutional Sellers
(last 12 months)
186
Total
Institutional Outflows
(last 12 months)
$894.29M
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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
10/13/2026Verus Wealth Management LLC185,536$4.19M2.6%+2.1%0.035%
10/13/2026Financial Futures Ltd Liability Co.658,458$14.88M5.5%-3.3%0.125%
10/13/2026Asset Allocation & Management Company LLC804,501$18.17M5.7%N/A0.153%
10/13/2026Fermata Advisors LLC22,854$516K0.1%-45.9%0.004%
10/10/2026HF Advisory Group LLC279,407$6.31M1.5%+10.3%0.053%
10/9/2026Sound Income Strategies LLC371,570$8.38M0.2%+0.4%0.071%
10/9/2026GK Wealth Management LLC3,856$87K0.0%-76.1%0.001%
10/9/2026Balefire LLC9,712$219K0.0%-72.5%0.002%
10/9/2026Attessa Capital LLC9,472$214K0.1%N/A0.002%
10/8/2026Farther Finance Advisors LLC642,724$14.52M0.1%+0.5%0.123%
10/8/2026Brighton Securities CORP.148,872$3.36M1.4%+3.0%0.028%
10/8/2026CoreCap Advisors LLC5,674$128K0.0%-24.0%0.001%
10/8/2026YHB Investment Advisors Inc.9,412$213K0.0%N/A0.002%
10/8/2026Apella Capital LLC2,138,787$48.23M0.6%+18.6%0.408%
10/8/2026Veery Capital LLC123,883$2.80M0.7%+5.8%0.024%
10/8/2026Winebrenner Capital Management LLC42,213$954K0.6%+12.3%0.008%
10/7/2026Elm3 Financial Group LLC104,194$2.35M1.6%-2.0%0.020%
10/7/2026Exchange Bank58,565$1.32M0.9%+16.2%0.011%
10/7/2026SigFig Wealth Management LLC303,575$6.86M0.2%+15.2%0.058%
10/7/2026American National Bank & Trust8,000$181K0.0%N/A0.002%
10/6/2026Iowa State Bank1,535,008$34.68M5.6%+6.9%0.296%
10/6/2026Central Pacific Bank Trust Division314,960$7.12M0.7%+19.6%0.061%
10/5/2026Box Hill Private Wealth LLC9,325$211K0.2%-8.3%0.002%
9/25/2026Atomic Invest LLC2,844$67K0.0%+35.0%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.371,477$8.71M0.0%+124.9%0.071%
9/23/2026Envestnet Asset Management Inc.6,981,977$163.66M0.0%+37.5%1.339%
9/22/2026State Street Corp1,866,599$43.75M0.0%+81.9%0.358%
9/9/2026The Manufacturers Life Insurance Company190,127$4.46M0.0%-80.9%0.038%
9/9/2026Cahill Financial Advisors Inc.26,477$621K0.1%-2.3%0.005%
9/9/2026Capital Analysts LLC2,566,978$60.17M1.4%+7.7%0.514%
9/9/2026Integrated Wealth Concepts LLC18,380$431K0.0%-48.2%0.004%
9/9/2026RFG Advisory LLC237,138$5.56M0.1%+12.8%0.047%
9/9/2026NewEdge Advisors LLC334,333$7.84M0.0%+26.4%0.067%
9/9/2026IFP Advisors Inc202,937$4.76M0.1%+15.4%0.041%
9/9/2026XY Planning Network Inc.11,245$264K0.0%N/A0.002%
9/8/2026Allworth Financial LP5,609$131K0.0%+34.1%0.001%
9/2/2026Allianz 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%
8/27/2026Corient Private Wealth LP15,093$354K0.0%-54.2%0.003%
8/24/2026Serenity Investment Advisors127,299$2.97M1.3%+8.3%0.025%
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8/23/2026Ameritas Advisory Services LLC86,181$2.02M0.0%+44.7%0.017%
8/22/2026Tenet Wealth Partners LLC45,340$1.05M0.8%N/A0.009%
8/22/2026K2 Financial Inc.148,763$3.48M2.5%+4.9%0.030%
8/22/2026Concurrent Investment Advisors LLC267,352$6.27M0.1%+47.5%0.053%
8/22/2026NEOS Investment Management LLC2,994,391$69.78M0.3%N/A0.599%
8/21/2026Continuum Advisory LLC86,056$2.08M0.2%+1.7%0.017%
8/21/2026Coppell Advisory Solutions LLC42,398$994K0.2%N/A0.008%
8/21/2026General Partner Inc.26,000$609K0.3%N/A0.005%
8/21/2026Keeler Thomas Management LLC398,471$9.34M3.3%+3.2%0.080%
8/21/2026Triumph Capital Management15,575$365K0.1%+113.2%0.003%
8/21/2026Financial Life Advisors8,727$205K0.1%-97.6%0.002%
8/20/2026Proficio Capital Partners LLC46,575$1.09M0.0%N/A0.009%
8/20/2026Nwam LLC54,916$1.29M0.1%+87.8%0.011%
8/12/2026Garton & Associates Financial Advisors LLC16,108$378K0.9%N/A0.003%
7/10/2026Ocean Park Asset Management LLC6,080,823$142.53M6.9%+53.4%1.266%
7/10/2026KWB Wealth11,243$264K0.0%+19.7%0.002%
7/10/2026Carolina Wealth Advisors LLC422,552$9.91M3.9%+1.7%0.088%
7/10/2026Wealthcare Advisory Partners LLC15,996$375K0.0%-11.4%0.003%
7/9/2026Tenzing Financial LLC92,896$2.17M1.5%-1.1%0.019%
7/9/2026Veery Capital LLC117,080$2.74M0.7%+4.0%0.024%
7/9/2026Capital Wealth Management LLC53,905$1.26M0.3%+9.8%0.011%
7/9/2026Exchange Bank50,395$1.18M0.7%+32.2%0.010%
7/9/2026HF Advisory Group LLC253,222$5.94M1.8%+10.5%0.051%
7/9/2026Hennion & Walsh Asset Management Inc.22,659$531K0.0%-6.7%0.005%
7/9/2026Private Wealth Group LLC17,717$415K0.2%+18.6%0.004%
7/8/2026Meriwether Wealth & Planning LLC155,345$3.64M1.8%+1.8%0.032%
7/8/2026Apella Capital LLC1,803,063$42.10M0.6%+15.9%0.375%
7/7/2026Fermata Advisors LLC42,223$990K0.2%-2.2%0.009%
7/7/2026Balefire LLC35,302$827K0.1%+232.7%0.007%
7/7/2026Dynamic Advisor Solutions LLC15,456$362K0.0%+24.5%0.003%
7/7/2026GK Wealth Management LLC16,147$378K0.2%N/A0.003%
7/7/2026Avior Wealth Management LLC20,277$475K0.0%-9.0%0.004%
7/7/2026Central Pacific Bank Trust Division263,335$6.17M0.6%+125.1%0.054%
7/7/2026Brighton Securities CORP.144,588$3.39M1.5%+2.8%0.030%
7/7/2026CGN Advisors LLC169,360$3.97M0.3%+3.3%0.035%
7/7/2026Pacific Excel Wealth Advisors Inc.76,483$1.79M0.7%N/A0.016%
7/6/2026Hobart Private Capital LLC185,103$4.34M0.7%-0.7%0.038%
7/6/2026General Partner Inc.26,000$609K0.3%N/A0.005%
7/2/2026KERR 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%
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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%
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 Company996,761$23.24M0.0%+3.6%0.223%
5/15/2026Northeast Financial Group Inc.429,967$10.03M2.5%+34.2%0.096%


SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 525 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 464 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 63,424,710 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Of the 186 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 The Manufacturers Life Insurance Company ($806.63K).

Institutional investors have sold a total of 37,955,332 shares in the last 24 months. This volume of shares sold represents approximately $894.29M in transactions.


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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 10/14/2026. New 13F filings are added each quarter as they're published.
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