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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.34 0.00 (0.00%)
As of 07/2/2026 04:10 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)
425
Total
Institutional Inflows
(last 12 months)
$1.68B
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 KERR 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%
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 Company 996,761$23.24M0.0%+3.6%0.223%
5/15/2026Northeast Financial Group Inc.429,967$10.03M2.5%+34.2%0.096%
5/15/2026Gateway 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%
5/15/2026Cumberland Partners Ltd34,596$807K0.1%+5.1%0.008%
5/14/2026Compound 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%
5/13/2026Cetera Investment Advisers3,556,254$82.93M0.1%+68.1%0.794%
5/13/2026Wealthspire Retirement LLC19,044$444K0.0%+21.8%0.004%
5/12/2026Phillip James Consulting Co.54,185$1.26M0.9%N/A0.012%
5/8/2026PNC Financial Services Group Inc.398,395$9.29M0.0%+3.6%0.089%
5/7/2026Carl P. Sherr & Co. LLC190,679$4.45M2.1%+1.5%0.043%
5/7/2026Balefire LLC10,611$247K0.0%-89.4%0.002%
5/6/2026Aire Advisors LLC260,388$6.07M1.1%+1.9%0.058%
5/6/2026Assetmark Inc.1,368,848$31.92M0.1%+13.4%0.306%
5/6/2026Bauman Advisory Group LLC185,483$4.33M3.0%+752.4%0.041%
5/6/2026Independent Financial Group LLC42,880$1M0.0%N/A0.010%
5/5/2026Quartz Partners LLC456,746$10.65M4.1%-3.2%0.102%
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5/5/2026Bank 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%
5/5/2026Nwam LLC29,234$682K0.0%+4.1%0.007%
5/4/2026Calamos Advisors LLC153,817$3.59M0.0%-18.8%0.034%
5/4/2026J. Safra Sarasin Holding AG34,835$804K0.0%N/A0.008%
5/4/2026Lifeworks Advisors LLC24,951$582K0.1%-67.5%0.006%
5/2/2026Financial Advisory Partners LLC446,622$10.42M2.9%-0.6%0.100%
5/2/2026International Assets Investment Management LLC6,692$156K0.0%-9.3%0.001%
5/2/2026Diversify Wealth Management LLC1,178,808$27.69M0.5%+82.8%0.263%
5/1/2026Fifth Third Bancorp118,304$2.76M0.0%+1,238.4%0.026%
5/1/2026Sovran Advisors LLC60,648$1.43M0.1%-5.4%0.014%
5/1/2026Droms Strauss Advisors Inc. MO ADV12,191$284K0.1%+7.8%0.003%
5/1/2026Simplicity Wealth LLC31,436$733K0.0%+53.6%0.007%
5/1/2026Conning Inc.1,023,746$23.87M0.8%+82.7%0.228%
5/1/2026KLCM Advisors Inc.8,945$209K0.0%-8.3%0.002%
4/30/2026Elevated Capital Advisors LLC2,190$51K0.0%-22.3%0.000%
4/30/2026Kestra Advisory Services LLC224,108$5.23M0.0%+19.8%0.050%
4/29/2026Financial Life Advisors361,443$8.43M2.6%-20.6%0.081%
4/29/2026Duncker Streett & Co. Inc.6,870$160K0.0%+49.1%0.002%
4/29/2026Brighton Securities CORP.140,654$3.28M1.6%+15.2%0.031%
4/29/2026K2 Financial Inc.141,811$3.34M2.3%+5.4%0.032%
4/29/2026Avory & Company LLC9,062$211K0.3%N/A0.002%
4/28/2026Kathmere Capital Management LLC64,722$1.51M0.1%-48.7%0.014%
4/28/2026Appleton Partners Inc. MA145,140$3.39M0.2%+4.0%0.032%
4/28/2026Whittier Trust Co.43,971$1.03M0.0%+14.1%0.010%
4/28/2026Stephens Inc. AR159,374$3.72M0.0%+3.8%0.036%
4/28/2026LVZ Inc.86,433$2.02M0.2%+7.9%0.019%
4/28/2026Revisor Wealth Management LLC37,518$875K0.2%+17.7%0.008%
4/28/2026WBH Advisory Inc.36,365$845K0.1%+14.4%0.008%
4/27/2026Syntegra Private Wealth Group LLC776,957$18.12M1.7%-0.9%0.173%
4/27/2026Portland Financial Advisors Inc21,841$509K1.1%+7.7%0.005%
4/27/2026PFG Investments LLC9,994$233K0.0%+13.5%0.002%
4/27/2026World Investment Advisors63,331$1.48M0.0%+7.8%0.014%
4/27/2026Private Advisor Group LLC218,217$5.09M0.0%-13.8%0.049%
4/27/2026Optas LLC267,409$6.24M0.9%+1.4%0.060%
4/27/2026Sound Income Strategies LLC301,568$7.01M0.3%+23.6%0.067%
4/25/2026Peregrine Asset Advisers Inc.39,549$922K0.2%+44.1%0.009%
4/25/2026Physician Wealth Advisors Inc.1,762$41K0.0%+54.7%0.000%
4/25/2026TSG Advice Partners LLC503,965$11.75M1.8%N/A0.113%
4/24/2026Alaska Wealth Advisors LLC188,956$4.41M0.5%+2.9%0.042%
4/24/2026Alaska Permanent Capital Management LLC635,087$14.77M1.0%+14.8%0.142%
4/24/2026Verus Wealth Management LLC169,534$3.95M3.7%-4.4%0.038%
4/24/2026Acorn Financial Advisory Services Inc. ADV42,904$1.00M0.1%+17.6%0.010%
4/24/2026iA Global Asset Management Inc.278,400$6.49M0.1%N/A0.062%
4/24/2026Impact Partnership Wealth LLC330,375$7.70M1.0%+90.7%0.074%
4/24/2026Fairman Group LLC20,680$482K0.4%-3.1%0.005%
4/23/2026Marmo Financial Group LLC210,426$4.91M2.4%-1.6%0.047%
4/23/2026Private Wealth Group LLC14,939$348K0.2%+4.9%0.003%
4/23/2026Continuum Advisory LLC84,577$1.97M0.2%+1.4%0.019%
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4/23/2026Peak Financial Advisors LLC14,503$338K0.1%-15.2%0.003%
4/23/2026Vicus Capital192,133$4.48M0.3%+13.9%0.043%
4/22/2026Hurlow Wealth Management Group Inc.229,922$5.36M1.3%+7.1%0.051%
4/22/2026Aspire Private Capital LLC30,241$705K0.2%+7.7%0.007%
4/22/2026Financial Futures Ltd Liability Co.646,986$15.09M6.6%+17.6%0.145%
4/22/2026Janney Montgomery Scott LLC168,018$3.92M0.0%+409.5%0.038%
4/22/2026Onyx Bridge Wealth Group LLC47,923$1.12M0.1%-42.3%0.011%
4/22/2026Towne Trust Company N.A115,934$2.70M0.9%+21.3%0.026%
4/22/2026Realta Investment Advisors6,008$140K0.0%-9.1%0.001%
4/22/2026Systelligence LLC179,578$4.19M0.8%N/A0.040%


SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 519 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 456 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 70,518,109 shares in the last 24 months. This purchase volume represents approximately $1.68B 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 48,880,706 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 7/5/2026 by MarketBeat.com Staff.
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