SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

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$22.93

+0.03 (+0.13%)

(As of 04/19/2024 ET)

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Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 34
Total Institutional Inflows (last 12 months): $310.26M

Number of Institutional Sellers (last 12 months): 19
Total Institutional Outflows (last 12 months): $47.72M

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SPHY Institutional Buying and Selling by Quarter

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SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/18/2024	Edmonds Duncan Registered Investment Advisors LLC	29,242	$686K	0.2%	+3.0%	0.016%
4/17/2024	Fiduciary Alliance LLC	49,501	$1.15M	0.2%	+40.4%	0.027%
4/17/2024	Municipal Employees Retirement System of Michigan	2,241,710	$52.59M	0.7%	-29.1%	1.241%
4/15/2024	Sunbelt Securities Inc.	6,868	$161K	0.0%	N/A	0.004%
4/13/2024	Exchange Bank	33,739	$792K	0.7%	+5.0%	0.019%
4/1/2024	Appleton Partners Inc. MA	109,045	$2.56M	0.2%	+3.4%	0.181%
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2/15/2024	Mercer Global Advisors Inc. ADV	10,073	$236K	0.0%	-4.7%	0.017%
2/15/2024	Hilltop Partners LLC	659,139	$15.41M	6.1%	+29.1%	1.097%
2/15/2024	OLD Mission Capital LLC	15,204	$355K	0.0%	N/A	0.025%
2/15/2024	Comerica Bank	24,647	$576K	0.0%	+122.1%	0.041%
2/14/2024	Waterloo Capital L.P.	80,467	$1.88M	0.3%	-39.2%	0.134%
2/12/2024	Godshalk Welsh Capital Management Inc.	15,000	$351K	0.3%	+36.4%	0.025%
2/9/2024	Cambridge Investment Research Advisors Inc.	724,989	$16.95M	0.1%	-9.1%	1.206%
2/7/2024	One Capital Management LLC	644,309	$15.06M	0.6%	-7.0%	1.072%
2/7/2024	NBC Securities Inc.	8,538	$199K	0.0%	+12.3%	0.014%
2/7/2024	Cary Street Partners Investment Advisory LLC	9,527	$223K	0.0%	+172.4%	0.016%
2/5/2024	Cary Street Partners Asset Management LLC	33,011	$772K	0.1%	+80.4%	0.055%
2/5/2024	Vantage Financial Partners LLC	40,019	$936K	0.3%	N/A	0.067%
2/1/2024	NewSquare Capital LLC	421,610	$9.86M	0.9%	-0.6%	0.702%
2/1/2024	Foster & Motley Inc.	65,620	$1.53M	0.1%	+4.9%	0.109%
1/30/2024	Avior Wealth Management LLC	222,415	$5.20M	0.3%	+1,174.1%	0.370%
1/30/2024	SVB Wealth LLC	24,349	$569K	0.0%	-24.5%	0.041%
1/23/2024	Iowa State Bank	103,603	$2.42M	0.6%	+5.8%	0.172%
1/18/2024	Constant Guidance Financial LLC	100,164	$2.34M	2.4%	N/A	0.167%
1/17/2024	Fiduciary Alliance LLC	35,246	$824K	0.2%	N/A	0.059%
1/12/2024	GPS Wealth Strategies Group LLC	18,493	$432K	0.1%	-36.1%	0.031%
1/11/2024	Edmonds Duncan Registered Investment Advisors LLC	28,404	$664K	0.2%	+3.4%	0.047%
1/11/2024	Whittier Trust Co.	4,450	$104K	0.0%	-14.9%	0.007%
1/11/2024	Exchange Bank	32,137	$751K	0.7%	N/A	0.053%
1/10/2024	Creative Financial Designs Inc. ADV	46,453	$1.09M	0.1%	-2.4%	0.077%
1/2/2024	Appleton Partners Inc. MA	105,422	$2.47M	0.2%	N/A	0.175%
11/15/2023	Ameriprise Financial Inc.	2,470,927	$55.53M	0.0%	+154.0%	4.111%
11/13/2023	Cary Street Partners Investment Advisory LLC	3,497	$78K	0.0%	+1,648.5%	0.006%
11/13/2023	WCG Wealth Advisors LLC	55,194	$1.26M	0.1%	+0.8%	0.092%
11/9/2023	SAM Advisors LLC	537,297	$12.05M	5.2%	-0.4%	0.894%
11/9/2023	USAdvisors Wealth Management LLC	29,964	$671K	0.3%	-1.5%	0.050%
11/9/2023	One Capital Management LLC	693,170	$15.54M	0.7%	N/A	1.153%
11/4/2023	NBC Securities Inc.	7,606	$170K	0.0%	N/A	0.013%
11/3/2023	NewSquare Capital LLC	424,054	$9.51M	1.0%	-0.8%	0.706%
10/27/2023	Whittier Trust Co. of Nevada Inc.	7,030	$158K	0.0%	-16.2%	0.012%
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10/26/2023	GPS Wealth Strategies Group LLC	28,953	$649K	0.1%	-4.3%	0.048%
10/24/2023	Iowa State Bank	97,903	$2.20M	0.6%	+6.1%	0.163%
10/24/2023	Foster & Motley Inc.	62,567	$1.40M	0.1%	+23.8%	0.104%
10/24/2023	Cambridge Investment Research Advisors Inc.	797,796	$17.89M	0.1%	+63.6%	1.327%
10/23/2023	SVB Wealth LLC	32,249	$723K	0.0%	-25.9%	0.054%
10/17/2023	Avior Wealth Management LLC	17,456	$391K	0.0%	N/A	0.029%
10/16/2023	Edmonds Duncan Registered Investment Advisors LLC	27,465	$616K	0.1%	-17.9%	0.046%
10/10/2023	Householder Group Estate & Retirement Specialist LLC	2,323	$52K	0.0%	N/A	0.004%
8/16/2023	Sunbelt Securities Inc.	13,542	$309K	0.0%	N/A	0.023%
8/15/2023	Cahill Financial Advisors Inc.	60,548	$1.38M	0.2%	+3.5%	0.101%
8/11/2023	JPMorgan Chase & Co.	42,622	$973K	0.0%	+46.2%	0.071%
8/9/2023	Flow Traders U.S. LLC	134,927	$3.08M	0.1%	N/A	0.225%
8/8/2023	Foster & Motley Inc.	50,545	$1.15M	0.1%	+14.3%	0.084%
8/4/2023	Iowa State Bank	92,303	$2.11M	0.5%	+2.0%	0.154%
8/3/2023	NewSquare Capital LLC	427,535	$9.77M	1.0%	-1.8%	0.711%
8/2/2023	Hilltop Partners LLC	43,003	$982K	0.4%	-91.7%	0.072%
8/1/2023	USAdvisors Wealth Management LLC	30,433	$690K	0.3%	+2.3%	0.051%
7/31/2023	WealthPLAN Partners LLC	29,729	$679K	0.1%	-5.0%	0.049%
7/28/2023	Private Trust Co. NA	3,090	$71K	0.0%	-16.3%	0.006%
7/26/2023	Creative Financial Designs Inc. ADV	47,539	$1.09M	0.1%	N/A	0.099%
7/25/2023	SAM Advisors LLC	539,473	$12.32M	5.1%	-16.5%	1.124%
7/24/2023	SVB Wealth LLC	43,527	$994K	0.0%	-62.7%	0.091%
7/18/2023	Virtue Capital Management LLC	15,392	$348K	0.1%	-40.3%	0.032%
7/17/2023	GPS Wealth Strategies Group LLC	30,246	$691K	0.1%	-15.9%	0.063%
7/13/2023	Cambridge Investment Research Advisors Inc.	487,554	$11.14M	0.1%	+22.7%	1.016%
7/10/2023	BTS Asset Management Inc.	17,829	$407K	0.2%	-40.5%	0.037%
7/6/2023	Edmonds Duncan Registered Investment Advisors LLC	33,449	$764K	0.2%	+4.3%	0.070%
5/22/2023	Ameriprise Financial Inc.	3,242,622	$74.54M	0.0%	+358.3%	6.700%
5/18/2023	JPMorgan Chase & Co.	29,149	$670K	0.0%	N/A	0.060%
5/12/2023	SVB Wealth LLC	116,540	$2.68M	0.0%	+233.4%	0.241%
5/12/2023	NewEdge Advisors LLC	39,435	$906K	0.0%	+1.7%	0.081%
5/12/2023	Cahill Financial Advisors Inc.	58,486	$1.34M	0.2%	+4.0%	0.121%
5/11/2023	Cambridge Investment Research Advisors Inc.	397,225	$9.13M	0.0%	-24.9%	0.821%
5/10/2023	Coppell Advisory Solutions LLC	29,660	$673K	0.2%	+3,664.0%	0.061%
5/9/2023	Hilltop Partners LLC	520,471	$11.96M	5.4%	+3,174.0%	1.075%
5/9/2023	Foster & Motley Inc.	44,213	$1.02M	0.1%	+33.2%	0.091%
5/9/2023	US Bancorp DE	5,084	$117K	0.0%	+4,984.0%	0.011%
5/4/2023	Municipal Employees Retirement System of Michigan	6,696,428	$153.88M	2.4%	N/A	13.836%
5/2/2023	Jackson Creek Investment Advisors LLC	25,530	$587K	0.2%	+10.7%	0.053%
5/1/2023	NewSquare Capital LLC	435,395	$10.01M	1.2%	-3.1%	0.900%
4/28/2023	SAM Advisors LLC	646,341	$14.85M	6.7%	-9.9%	1.335%
4/25/2023	Iowa State Bank	90,503	$2.08M	0.5%	+60.2%	0.187%
4/21/2023	Whittier Trust Co. of Nevada Inc.	9,500	$218K	0.0%	+8.5%	0.020%
4/21/2023	Whittier Trust Co.	5,230	$120K	0.0%	-27.4%	0.011%
4/17/2023	GPS Wealth Strategies Group LLC	35,954	$826K	0.2%	-36.2%	0.074%
4/13/2023	Householder Group Estate & Retirement Specialist LLC	2,025	$47K	0.0%	N/A	0.005%
4/13/2023	USAdvisors Wealth Management LLC	29,745	$684K	0.3%	+27.8%	0.075%
4/12/2023	Edmonds Duncan Registered Investment Advisors LLC	32,079	$737K	0.2%	+3.2%	0.081%
3/6/2023	OLD Mission Capital LLC	100,323	$2.24M	0.1%	+84.0%	0.259%
2/15/2023	Retirement Group LLC	5,951	$133K	0.1%	N/A	0.015%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
2/15/2023	Cahill Financial Advisors Inc.	56,249	$1.26M	0.2%	+18.5%	0.145%
2/13/2023	Wealthcare Advisory Partners LLC	18,175	$406K	0.0%	+35.9%	0.047%
2/13/2023	Neuberger Berman Group LLC	109,518	$2.45M	0.0%	N/A	0.283%
2/10/2023	USAdvisors Wealth Management LLC	23,274	$520K	0.3%	+2.0%	0.060%
2/10/2023	CoreCap Advisors LLC	3,870	$86K	0.0%	N/A	0.010%
2/10/2023	SVB Wealth LLC	34,952	$781K	0.0%	+112.5%	0.090%
2/9/2023	Foster & Motley Inc.	33,185	$741K	0.1%	+165.8%	0.086%
2/8/2023	Cambridge Investment Research Advisors Inc.	529,256	$11.82M	0.1%	+2.6%	1.368%
2/7/2023	NewSquare Capital LLC	449,212	$10.04M	1.3%	-6.3%	1.161%
2/6/2023	Bogart Wealth LLC	1,663	$37K	0.0%	+775.3%	0.004%

(Data available from 1/1/2016 forward)

SPHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPHY shares?: During the previous two years, 62 institutional investors and hedge funds held shares of SPDR Portfolio High Yield Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($55.53M), Municipal Employees Retirement System of Michigan ($52.59M), Cambridge Investment Research Advisors Inc. ($16.95M), Hilltop Partners LLC ($15.41M), One Capital Management LLC ($15.06M), SAM Advisors LLC ($12.05M), and NewSquare Capital LLC ($9.86M).Learn more on SPHY's institutional investors.
Which institutional investors have been buying SPDR Portfolio High Yield Bond ETF stock?: Of the 54 institutional investors that purchased SPDR Portfolio High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Municipal Employees Retirement System of Michigan ($6.70M), Ameriprise Financial Inc. ($4.03M), Cambridge Investment Research Advisors Inc. ($841.61K), SAM Advisors LLC ($717.70K), One Capital Management LLC ($693.17K), Hilltop Partners LLC ($653.10K), and NewSquare Capital LLC ($479.61K).
How much institutional buying is happening at SPDR Portfolio High Yield Bond ETF?: Institutional investors have bought a total of 16,940,314 shares in the last 24 months. This purchase volume represents approximately $386.31M in transactions.

Which SPDR Portfolio High Yield Bond ETF major shareholders have been selling company stock?: Of the 25 institutional investors that sold SPDR Portfolio High Yield Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Municipal Employees Retirement System of Michigan ($921.29K), Hilltop Partners LLC ($477.47K), Cambridge Investment Research Advisors Inc. ($279.76K), Whittier Trust Co. ($252.83K), SAM Advisors LLC ($180.40K), Whittier Trust Co. of Nevada Inc. ($98.75K), and SVB Wealth LLC ($92.19K).
How much institutional selling is happening at SPDR Portfolio High Yield Bond ETF?: Institutional investors have sold a total of 2,547,287 shares in the last 24 months. This volume of shares sold represents approximately $58.49M in transactions.

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This page (NYSEARCA:SPHY) was last updated on 4/19/2024 by MarketBeat.com Staff

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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPHY Institutional Buying and Selling by Quarter

SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

SPHY Institutional Ownership - Frequently Asked Questions

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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

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

SPHY Institutional Buying and Selling by Quarter

SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

SPHY Institutional Ownership - Frequently Asked Questions