SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

$22.85 -0.18 (-0.78%)

Closing price 04:10 PM Eastern

Extended Trading

$22.92 +0.07 (+0.31%)

As of 07:43 PM Eastern

Compare

Number of Institutional Buyers (last 12 months): 388
Total Institutional Inflows (last 12 months): $1.49B

Number of Institutional Sellers (last 12 months): 184
Total Institutional Outflows (last 12 months): $893.36M

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.

SPHY Institutional Buying and Selling by Quarter

SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

Export

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Portfolio Solutions Inc.	371,477	$8.71M	0.0%	+124.9%	0.071%
9/23/2026	Envestnet Asset Management Inc.	6,981,977	$163.66M	0.0%	+37.5%	1.339%
9/22/2026	State Street Corp	1,866,599	$43.75M	0.0%	+81.9%	0.358%
9/9/2026	The Manufacturers Life Insurance Company	190,127	$4.46M	0.0%	-80.9%	0.038%
9/9/2026	Cahill Financial Advisors Inc.	26,477	$621K	0.1%	-2.3%	0.005%
9/9/2026	Capital Analysts LLC	2,566,978	$60.17M	1.4%	+7.7%	0.514%
9/9/2026	Integrated Wealth Concepts LLC	18,380	$431K	0.0%	-48.2%	0.004%
9/9/2026	RFG Advisory LLC	237,138	$5.56M	0.1%	+12.8%	0.047%
9/9/2026	NewEdge Advisors LLC	334,333	$7.84M	0.0%	+26.4%	0.067%
9/9/2026	IFP Advisors Inc	202,937	$4.76M	0.1%	+15.4%	0.041%
Get the Latest News and Ratings for SPHY and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for SPDR Portfolio High Yield Bond ETF and its competitors with MarketBeat's FREE daily newsletter.
9/9/2026	XY Planning Network Inc.	11,245	$264K	0.0%	N/A	0.002%
9/8/2026	Allworth Financial LP	5,609	$131K	0.0%	+34.1%	0.001%
9/2/2026	Allianz Asset Management GmbH	141,200	$3.31M	0.0%	+37.8%	0.028%
9/2/2026	Brown Lisle Cummings Inc.	2,065	$48K	0.0%	+1,232.3%	0.000%
8/27/2026	Corient Private Wealth LP	15,093	$354K	0.0%	-54.2%	0.003%
8/24/2026	Serenity Investment Advisors	127,299	$2.97M	1.3%	+8.3%	0.025%
8/23/2026	Ameritas Advisory Services LLC	86,181	$2.02M	0.0%	+44.7%	0.017%
8/22/2026	Tenet Wealth Partners LLC	45,340	$1.05M	0.8%	N/A	0.009%
8/22/2026	K2 Financial Inc.	148,763	$3.48M	2.5%	+4.9%	0.030%
8/22/2026	Concurrent Investment Advisors LLC	267,352	$6.27M	0.1%	+47.5%	0.053%
8/22/2026	NEOS Investment Management LLC	2,994,391	$69.78M	0.3%	N/A	0.599%
8/21/2026	Continuum Advisory LLC	86,056	$2.08M	0.2%	+1.7%	0.017%
8/21/2026	Coppell Advisory Solutions LLC	42,398	$994K	0.2%	N/A	0.008%
8/21/2026	General Partner Inc.	26,000	$609K	0.3%	N/A	0.005%
8/21/2026	Keeler Thomas Management LLC	398,471	$9.34M	3.3%	+3.2%	0.080%
8/21/2026	Triumph Capital Management	15,575	$365K	0.1%	+113.2%	0.003%
8/21/2026	Financial Life Advisors	8,727	$205K	0.1%	-97.6%	0.002%
8/20/2026	Proficio Capital Partners LLC	46,575	$1.09M	0.0%	N/A	0.009%
8/20/2026	Nwam LLC	54,916	$1.29M	0.1%	+87.8%	0.011%
8/12/2026	Garton & Associates Financial Advisors LLC	16,108	$378K	0.9%	N/A	0.003%
7/10/2026	Ocean Park Asset Management LLC	6,080,823	$142.53M	6.9%	+53.4%	1.266%
7/10/2026	KWB Wealth	11,243	$264K	0.0%	+19.7%	0.002%
7/10/2026	Carolina Wealth Advisors LLC	422,552	$9.91M	3.9%	+1.7%	0.088%
7/10/2026	Wealthcare Advisory Partners LLC	15,996	$375K	0.0%	-11.4%	0.003%
7/9/2026	Tenzing Financial LLC	92,896	$2.17M	1.5%	-1.1%	0.019%
7/9/2026	Veery Capital LLC	117,080	$2.74M	0.7%	+4.0%	0.024%
7/9/2026	Capital Wealth Management LLC	53,905	$1.26M	0.3%	+9.8%	0.011%
7/9/2026	Exchange Bank	50,395	$1.18M	0.7%	+32.2%	0.010%
7/9/2026	HF Advisory Group LLC	253,222	$5.94M	1.8%	+10.5%	0.051%
7/9/2026	Hennion & Walsh Asset Management Inc.	22,659	$531K	0.0%	-6.7%	0.005%
My top 3 AI picks for the next decade (Ad) Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005. Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade. Click here to get all three AI stock names from Alexander Green
7/9/2026	Private Wealth Group LLC	17,717	$415K	0.2%	+18.6%	0.004%
7/8/2026	Meriwether Wealth & Planning LLC	155,345	$3.64M	1.8%	+1.8%	0.032%
7/8/2026	Apella Capital LLC	1,803,063	$42.10M	0.6%	+15.9%	0.375%
7/7/2026	Fermata Advisors LLC	42,223	$990K	0.2%	-2.2%	0.009%
7/7/2026	Balefire LLC	35,302	$827K	0.1%	+232.7%	0.007%
7/7/2026	Dynamic Advisor Solutions LLC	15,456	$362K	0.0%	+24.5%	0.003%
7/7/2026	GK Wealth Management LLC	16,147	$378K	0.2%	N/A	0.003%
7/7/2026	Avior Wealth Management LLC	20,277	$475K	0.0%	-9.0%	0.004%
7/7/2026	Central Pacific Bank Trust Division	263,335	$6.17M	0.6%	+125.1%	0.054%
7/7/2026	Brighton Securities CORP.	144,588	$3.39M	1.5%	+2.8%	0.030%
7/7/2026	CGN Advisors LLC	169,360	$3.97M	0.3%	+3.3%	0.035%
7/7/2026	Pacific Excel Wealth Advisors Inc.	76,483	$1.79M	0.7%	N/A	0.016%
7/6/2026	Hobart Private Capital LLC	185,103	$4.34M	0.7%	-0.7%	0.038%
7/6/2026	General Partner Inc.	26,000	$609K	0.3%	N/A	0.005%
7/2/2026	KERR FINANCIAL PLANNING Corp	3,864	$91K	0.1%	N/A	0.001%
6/26/2026	WealthPoint Financial LLC	19,339	$451K	0.4%	+26.8%	0.004%
6/18/2026	Western Wealth Management LLC	24,899	$581K	0.0%	+76.4%	0.006%
6/12/2026	S&A Financial Services Inc.	427,383	$9.97M	6.8%	N/A	0.095%
6/3/2026	NewEdge Advisors LLC	264,481	$6.17M	0.0%	+1.1%	0.059%
6/1/2026	Concorde Asset Management LLC	12,962	$302K	0.1%	-60.3%	0.003%
5/26/2026	Serenity Investment Advisors	117,533	$2.75M	1.1%	+16.0%	0.026%
5/21/2026	Kensington Asset Management LLC	3,128,978	$72.97M	3.4%	-4.1%	0.699%
5/20/2026	Arete Wealth Advisors LLC	54,558	$1.27M	0.1%	+2.7%	0.012%
5/19/2026	Western Wealth Management LLC	24,899	$581K	0.0%	+76.4%	0.006%
5/19/2026	NewEdge Advisors LLC	115,669	$2.70M	0.1%	-55.8%	0.026%
5/19/2026	Ariadne Wealth Management LP	11,283	$263K	0.1%	-6.6%	0.003%
5/19/2026	Bank of America Corp DE	28,502,235	$664.67M	0.0%	-39.3%	6.365%
5/19/2026	Cassady Wealth & Retirement Planning LLC	41,314	$973K	0.5%	-2.5%	0.009%
5/19/2026	Centaurus Financial Inc.	53,713	$1.25M	0.1%	+13.2%	0.012%
5/19/2026	Strategic Investment Advisors MI	15,400	$359K	0.0%	+21.0%	0.003%
5/19/2026	Arkadios Wealth Advisors	323,437	$7.54M	0.1%	-3.8%	0.072%
5/19/2026	Arete Wealth Advisors LLC	54,558	$1.27M	0.1%	+2.7%	0.012%
5/18/2026	Royal Bank of Canada	221,870	$5.17M	0.0%	-4.7%	0.050%
5/18/2026	Empowered Funds LLC	155,685	$3.61M	0.0%	+12.8%	0.035%
5/16/2026	The Manufacturers Life Insurance Company	996,761	$23.24M	0.0%	+3.6%	0.223%
5/15/2026	Northeast Financial Group Inc.	429,967	$10.03M	2.5%	+34.2%	0.096%
5/15/2026	Gateway Wealth Partners LLC	24,437	$570K	0.0%	N/A	0.005%
5/15/2026	Waverly Advisors LLC	4,246	$99K	0.0%	N/A	0.001%
5/15/2026	Stadion Money Management LLC	355,410	$8.29M	0.8%	+2.0%	0.079%
5/15/2026	Cumberland Partners Ltd	34,596	$807K	0.1%	+5.1%	0.008%
5/14/2026	Compound Planning Inc.	136,253	$3.18M	0.1%	-15.8%	0.030%
5/14/2026	Modern Wealth Management LLC	112,804	$2.62M	0.0%	+13.7%	0.025%
5/14/2026	Sei Investments Co.	19,832,325	$462.50M	0.4%	+5.7%	4.429%
5/13/2026	Cetera Investment Advisers	3,556,254	$82.93M	0.1%	+68.1%	0.794%
5/13/2026	Wealthspire Retirement LLC	19,044	$444K	0.0%	+21.8%	0.004%
5/12/2026	Phillip James Consulting Co.	54,185	$1.26M	0.9%	N/A	0.012%
5/8/2026	PNC Financial Services Group Inc.	398,395	$9.29M	0.0%	+3.6%	0.089%
5/7/2026	Carl P. Sherr & Co. LLC	190,679	$4.45M	2.1%	+1.5%	0.043%
5/7/2026	Balefire LLC	10,611	$247K	0.0%	-89.4%	0.002%
5/6/2026	Aire Advisors LLC	260,388	$6.07M	1.1%	+1.9%	0.058%
Trump's New Dollar (Ad) Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. Watch the free briefing and see the three steps to prepare today
5/6/2026	Assetmark Inc.	1,368,848	$31.92M	0.1%	+13.4%	0.306%
5/6/2026	Bauman Advisory Group LLC	185,483	$4.33M	3.0%	+752.4%	0.041%
5/6/2026	Independent Financial Group LLC	42,880	$1M	0.0%	N/A	0.010%
5/5/2026	Quartz Partners LLC	456,746	$10.65M	4.1%	-3.2%	0.102%
5/5/2026	Bank of New York Mellon Corp	886,713	$20.68M	0.0%	+77.7%	0.198%
5/5/2026	Signet Financial Management LLC	59,423	$1.39M	0.2%	+8.2%	0.013%
5/5/2026	Sanctuary Advisors LLC	113,085	$2.64M	0.0%	-24.7%	0.025%
5/5/2026	Nwam LLC	29,234	$682K	0.0%	+4.1%	0.007%
5/4/2026	Calamos Advisors LLC	153,817	$3.59M	0.0%	-18.8%	0.034%
5/4/2026	J. Safra Sarasin Holding AG	34,835	$804K	0.0%	N/A	0.008%

SPHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 524 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 462 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 60,756,732 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

Of the 184 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 37,911,898 shares in the last 24 months. This volume of shares sold represents approximately $893.36M 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 9/23/2026. New 13F filings are added each quarter as they're published.

From Our Partners

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

Who are the largest shareholders of SPHY shares?

Which institutional investors have been buying SPDR Portfolio High Yield Bond ETF's stock?

How much institutional buying is happening at SPDR Portfolio High Yield Bond ETF?

Which of SPDR Portfolio High Yield Bond ETF's major shareholders have been selling company stock?

How much institutional selling is happening at SPDR Portfolio High Yield Bond ETF?

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools