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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.43 +0.14 (+0.60%)
(As of 12/20/2024 05:31 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$50.76M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$38.36M
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SPHY Institutional Buying and Selling by Quarter

SPDR Portfolio High Yield Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Continuum Advisory LLC29,528$700K0.1%+4.1%0.015%
11/15/2024 Redwood Investment Management LLC100,985$2.43M0.2%-48.0%0.050%
11/15/2024 IHT Wealth Management LLC27,278$655K0.0%N/A0.013%
11/14/2024 Flow Traders U.S. LLC15,178$365K0.0%N/A0.007%
11/13/2024 Private Trust Co. NA4,755$114K0.0%+61.8%0.002%
11/12/2024 Cahill Financial Advisors Inc.46,095$1.11M0.2%-51.6%0.023%
11/8/2024 Avior Wealth Management LLC77,699$1.87M0.1%-17.4%0.038%
11/6/2024 Mechanics Financial Corp106,995$2.57M1.1%+6.7%0.053%
11/5/2024 Lynx Investment Advisory12,334$297K0.2%+19.0%0.006%
10/31/2024 Confluence Investment Management LLC478,935$11.52M0.2%N/A0.236%
10/30/2024 Foster & Motley Inc.58,110$1.40M0.1%-10.0%0.029%
10/30/2024 Cary Street Partners Asset Management LLC53,812$1.29M0.2%+13.4%0.027%
10/29/2024 Farther Finance Advisors LLC431,178$10.37M0.4%+58.4%0.213%
10/25/2024 Strategic Blueprint LLC16,238$391K0.0%-4.7%0.008%
10/24/2024 Arkadios Wealth Advisors29,009$698K0.0%+114.3%0.014%
10/23/2024 BTS Asset Management Inc.21,210$510K0.5%N/A0.010%
10/15/2024 NBC Securities Inc.9,670$232K0.0%+8.0%0.005%
10/11/2024 Fiduciary Alliance LLC73,259$1.76M0.2%+13.6%0.036%
10/10/2024 Exchange Bank23,960$576K0.5%-36.2%0.012%
10/9/2024 Iowa State Bank369,523$8.89M1.8%+188.5%0.182%
10/9/2024 Worth Asset Management LLC21,006$505K0.3%N/A0.010%
10/9/2024 Pinnacle Bancorp Inc.11,990$288K0.1%+25.9%0.006%
10/2/2024 Massmutual Trust Co. FSB ADV6,460$155K0.0%+625.8%0.003%
10/1/2024 Appleton Partners Inc. MA116,598$2.80M0.2%+2.1%0.057%
8/13/2024 Godshalk Welsh Capital Management Inc.18,000$418K0.3%+2.9%0.009%
8/12/2024 WCG Wealth Advisors LLC50,452$1.17M0.1%+24.0%0.025%
8/12/2024 Waterloo Capital L.P.146,061$3.39M0.4%-41.4%0.072%
8/9/2024 One Capital Management LLC668,117$15.52M0.5%+1.5%0.329%
8/7/2024 Vantage Financial Partners LLC31,526$732K0.2%-20.7%0.016%
8/7/2024 Ashton Thomas Private Wealth LLC4,768$111K0.0%N/A0.002%
8/7/2024 Cahill Financial Advisors Inc.95,163$2.21M0.3%-11.2%0.047%
8/6/2024 Cullen Frost Bankers Inc.5,157$120K0.0%N/A0.003%
8/3/2024 Foster & Motley Inc.64,539$1.50M0.1%-1.9%0.032%
8/2/2024 Jackson Creek Investment Advisors LLC10,858$252K0.1%-51.3%0.005%
8/1/2024 Mechanics Financial Corp100,312$2.33M1.2%+32.4%0.049%
8/1/2024 Hilltop Partners LLC659,735$15.33M5.7%+24.5%0.325%
7/31/2024 Farther Finance Advisors LLC272,219$6.27M0.3%+42.3%0.134%
7/29/2024 Arkadios Wealth Advisors13,536$314K0.0%N/A0.007%
7/27/2024 Strategic Blueprint LLC17,041$396K0.0%+33.1%0.008%
7/26/2024 Cambridge Investment Research Advisors Inc.690,144$16.03M0.1%+4.3%0.340%
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7/23/2024 NewSquare Capital LLC426,741$9.91M0.9%+2.4%0.210%
7/23/2024 Iowa State Bank128,101$2.98M0.7%+4.0%0.063%
7/20/2024 Continuum Advisory LLC28,366$659K0.1%-12.0%0.014%
7/16/2024 Edmonds Duncan Registered Investment Advisors LLC29,945$696K0.2%+2.4%0.015%
7/10/2024 Exchange Bank37,573$873K0.7%+11.4%0.019%
7/10/2024 Fiduciary Alliance LLC64,465$1.49M0.2%+30.2%0.032%
7/9/2024 Lynx Investment Advisory10,362$241K0.2%N/A0.005%
7/2/2024 Appleton Partners Inc. MA114,201$2.65M0.2%+4.7%0.056%
5/17/2024 Comerica Bank25,636$601K0.0%+4.0%0.014%
5/15/2024SVB Wealth LLC21,895$514K0.0%-10.1%0.012%
5/13/2024 Hilltop Partners LLC529,940$12.43M4.4%-19.6%0.288%
5/9/2024 Rogco LP133,175$3.12M1.3%N/A0.072%
5/3/2024 Whittier Trust Co.3,895$91K0.0%-12.5%0.002%
4/26/2024 Bogart Wealth LLC2,510$59K0.0%+59.5%0.001%
4/25/2024Eudaimonia Partners LLC16,355$384K0.1%N/A0.009%
4/25/2024 Cambridge Investment Research Advisors Inc.661,459$15.52M0.1%-8.8%0.366%
4/23/2024 Iowa State Bank123,196$2.89M0.6%+18.9%0.068%
4/23/2024 Strategic Blueprint LLC12,807$300K0.0%N/A0.007%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC29,242$686K0.2%+3.0%0.016%
4/17/2024 Fiduciary Alliance LLC49,501$1.15M0.2%+40.4%0.027%
4/17/2024 Municipal Employees Retirement System of Michigan2,241,710$52.59M0.7%-29.1%1.241%
4/15/2024 Sunbelt Securities Inc.6,868$161K0.0%N/A0.004%
4/13/2024 Exchange Bank33,739$792K0.7%+5.0%0.019%
4/1/2024 Appleton Partners Inc. MA109,045$2.56M0.2%+3.4%0.181%
2/14/2024 Waterloo Capital L.P.80,467$1.88M0.3%-39.2%0.134%
2/12/2024 Godshalk Welsh Capital Management Inc.15,000$351K0.3%+36.4%0.025%
2/9/2024 Cambridge Investment Research Advisors Inc.724,989$16.95M0.1%-9.1%1.206%
2/7/2024 One Capital Management LLC644,309$15.06M0.6%-7.0%1.072%
2/7/2024 NBC Securities Inc.8,538$199K0.0%+12.3%0.014%
2/7/2024 Cary Street Partners Investment Advisory LLC9,527$223K0.0%+172.4%0.016%
2/5/2024 Cary Street Partners Asset Management LLC33,011$772K0.1%+80.4%0.055%
2/5/2024 Vantage Financial Partners LLC40,019$936K0.3%N/A0.067%
2/1/2024 NewSquare Capital LLC421,610$9.86M0.9%-0.6%0.702%
2/1/2024 Foster & Motley Inc.65,620$1.53M0.1%+4.9%0.109%
1/30/2024 Avior Wealth Management LLC222,415$5.20M0.3%+1,174.1%0.370%
1/30/2024SVB Wealth LLC24,349$569K0.0%-24.5%0.041%
1/23/2024 Iowa State Bank103,603$2.42M0.6%+5.8%0.172%
1/18/2024 Constant Guidance Financial LLC100,164$2.34M2.4%N/A0.167%
1/17/2024 Fiduciary Alliance LLC35,246$824K0.2%N/A0.059%
1/12/2024 GPS Wealth Strategies Group LLC18,493$432K0.1%-36.1%0.031%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC28,404$664K0.2%+3.4%0.047%
1/11/2024 Whittier Trust Co.4,450$104K0.0%-14.9%0.007%
1/11/2024 Exchange Bank32,137$751K0.7%N/A0.053%
1/10/2024 Creative Financial Designs Inc. ADV46,453$1.09M0.1%-2.4%0.077%
1/2/2024 Appleton Partners Inc. MA105,422$2.47M0.2%N/A0.175%
11/15/2023 Ameriprise Financial Inc.2,470,927$55.53M0.0%+154.0%4.111%
11/13/2023 Cary Street Partners Investment Advisory LLC3,497$78K0.0%+1,648.5%0.006%
11/13/2023 WCG Wealth Advisors LLC55,194$1.26M0.1%+0.8%0.092%
11/9/2023 SAM Advisors LLC537,297$12.05M5.2%-0.4%0.894%
11/9/2023 USAdvisors Wealth Management LLC29,964$671K0.3%-1.5%0.050%
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11/9/2023 One Capital Management LLC693,170$15.54M0.7%N/A1.153%
11/4/2023 NBC Securities Inc.7,606$170K0.0%N/A0.013%
11/3/2023 NewSquare Capital LLC424,054$9.51M1.0%-0.8%0.706%
10/27/2023 Whittier Trust Co. of Nevada Inc.7,030$158K0.0%-16.2%0.012%
10/26/2023 GPS Wealth Strategies Group LLC28,953$649K0.1%-4.3%0.048%
10/24/2023 Iowa State Bank97,903$2.20M0.6%+6.1%0.163%
10/24/2023 Foster & Motley Inc.62,567$1.40M0.1%+23.8%0.104%
10/24/2023 Cambridge Investment Research Advisors Inc.797,796$17.89M0.1%+63.6%1.327%
10/23/2023SVB Wealth LLC32,249$723K0.0%-25.9%0.054%
10/17/2023 Avior Wealth Management LLC17,456$391K0.0%N/A0.029%
(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, 63 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. ($16.03M), One Capital Management LLC ($15.52M), Hilltop Partners LLC ($15.33M), SAM Advisors LLC ($12.05M), and Confluence Investment Management LLC ($11.52M).Learn more on SPHY's institutional investors.

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

Of the 58 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. ($1.50M), One Capital Management LLC ($703.17K), Hilltop Partners LLC ($634.37K), Confluence Investment Management LLC ($478.94K), Cambridge Investment Research Advisors Inc. ($442.52K), and Iowa State Bank ($369.52K).

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

Institutional investors have bought a total of 12,920,437 shares in the last 24 months. This purchase volume represents approximately $296.51M in transactions.

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

Of the 28 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 ($606.67K), Cambridge Investment Research Advisors Inc. ($268.37K), SAM Advisors LLC ($180.40K), Waterloo Capital L.P. ($154.95K), SVB Wealth LLC ($94.65K), and Redwood Investment Management LLC ($93.15K).

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

Institutional investors have sold a total of 2,628,595 shares in the last 24 months. This volume of shares sold represents approximately $61.11M in transactions.



This page (NYSEARCA:SPHY) was last updated on 12/22/2024 by MarketBeat.com Staff
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