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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.74 -0.03 (-0.13%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$23.77 +0.03 (+0.13%)
As of 02/21/2025 07:31 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 Polygon.io. 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)
69
Total
Institutional Inflows
(last 12 months)
$123.12M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$35.07M
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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
2/18/2025 City National Bank of Florida MSD74,171$1.74M1.6%N/A0.037%
2/18/2025 Novem Group9,746$229K0.0%N/A0.005%
2/18/2025 Continuum Advisory LLC34,412$808K0.1%+16.5%0.017%
2/17/2025 MainStreet Investment Advisors LLC26,010$610K0.1%N/A0.013%
2/17/2025 BOKF NA1,439,926$33.74M0.6%+14.0%0.710%
2/17/2025 Cahill Financial Advisors Inc.43,328$1.02M0.1%-6.0%0.021%
2/17/2025 Cary Street Partners Financial LLC86,289$2.03M0.1%N/A0.043%
2/17/2025 Battery Global Advisors LLC5,254$123K0.1%-42.3%0.003%
2/17/2025 BNP Paribas Financial Markets83,538$1.96M0.0%N/A0.041%
2/17/2025 Ameriprise Financial Inc.6,598,197$154.86M0.0%+5.7%3.252%
2/14/2025 Integrated Wealth Concepts LLC10,370$243K0.0%N/A0.005%
2/14/2025 Coppell Advisory Solutions LLC14,830$348K0.0%-19.3%0.007%
2/14/2025 IHT Wealth Management LLC44,188$1.04M0.0%+62.0%0.022%
2/13/2025 Keystone Financial Group10,575$248K0.0%N/A0.005%
2/13/2025 Waterloo Capital L.P.409,043$9.60M1.0%+3.6%0.202%
2/13/2025 Hurlow Wealth Management Group Inc.152,371$3.58M1.1%+4.7%0.075%
2/12/2025 Mechanics Financial Corp106,122$2.49M1.1%-0.8%0.052%
2/12/2025 Godshalk Welsh Capital Management Inc.26,725$627K0.4%+17.2%0.013%
2/12/2025 JPMorgan Chase & Co.313,992$7.37M0.0%+40.0%0.155%
2/12/2025 Ariadne Wealth Management LP12,363$293K0.1%+7.9%0.006%
2/11/2025 Lynx Investment Advisory12,810$301K0.2%+3.9%0.006%
2/11/2025 Runnymede Capital Advisors Inc.11,053$259K0.2%N/A0.005%
2/11/2025 Whittier Trust Co.1,395$33K0.0%-64.2%0.001%
2/11/2025 OLD Point Trust & Financial Services N A2,414$57K0.0%N/A0.001%
2/11/2025 iA Global Asset Management Inc.550,000$12.91M0.2%N/A0.271%
2/10/2025 Horizon Investments LLC292,992$6.88M0.2%+49.4%0.144%
2/10/2025 Creative Financial Designs Inc. ADV47,435$1.11M0.1%+1.4%0.023%
2/10/2025 Municipal Employees Retirement System of Michigan1,287,376$30.22M0.4%+4.0%0.634%
2/10/2025 Madison Investment Advisors LLC446,102$10.47M0.1%N/A0.220%
2/10/2025 Farther Finance Advisors LLC704,070$16.53M0.6%+63.3%0.347%
2/10/2025 EverSource Wealth Advisors LLC7,148$168K0.0%N/A0.004%
2/6/2025 One Capital Management LLC675,400$15.85M0.5%+0.2%0.333%
2/6/2025 Vantage Financial Partners LLC22,576$530K0.1%-16.7%0.011%
2/6/2025 NewSquare Capital LLC445,232$10.45M0.8%-1.1%0.219%
2/6/2025 SBI Securities Co. Ltd.57,633$1.35M0.0%N/A0.028%
2/6/2025 Jones Financial Companies Lllp48,755$1.14M0.0%+59.2%0.024%
2/5/2025 Kohmann Bosshard Financial Services LLC865,052$20.30M2.4%+4.3%0.426%
2/5/2025 BlueStem Wealth Partners LLC535,618$12.57M1.7%N/A0.264%
2/5/2025 Providence First Trust Co2,000$47K0.0%N/A0.001%
2/5/2025 SVB Wealth LLC12,450$292K0.0%N/A0.006%
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2/5/2025 Private Trust Co. NA5,755$135K0.0%+21.0%0.003%
2/5/2025 Hilltop Partners LLC749,842$17.60M6.0%+7.2%0.370%
2/4/2025 Bank of New York Mellon Corp42,911$1.01M0.0%N/A0.021%
1/31/2025 Bank of Jackson Hole Trust3,672$86K0.1%N/A0.002%
1/31/2025 Rogco LP147,041$3.45M1.4%+2.3%0.072%
1/30/2025 Constant Guidance Financial LLC99,014$2.32M2.1%+278.6%0.049%
1/28/2025 Appleton Partners Inc. MA120,319$2.82M0.2%+3.2%0.059%
1/27/2025 Caitlin John LLC93,043$2.18M1.4%-10.0%0.046%
1/23/2025 Fifth Third Securities Inc.25,917$608K0.1%N/A0.013%
1/23/2025 Foster & Motley Inc.54,919$1.29M0.1%-5.5%0.027%
1/21/2025 Investment Research & Advisory Group Inc.4,529$106K0.0%+9,964.4%0.002%
1/17/2025 Avior Wealth Management LLC59,258$1.39M0.1%-23.7%0.029%
1/17/2025 Janney Montgomery Scott LLC8,526$200K0.0%N/A0.004%
1/17/2025 Exchange Bank28,380$666K0.5%+18.4%0.014%
1/16/2025 MassMutual Private Wealth & Trust FSB24,405$573K0.0%+277.8%0.012%
1/15/2025 BTS Asset Management Inc.47,109$1.11M1.1%+122.1%0.023%
1/15/2025 Arkadios Wealth Advisors34,215$803K0.0%+17.9%0.017%
1/15/2025 Householder Group Estate & Retirement Specialist LLC1,909$44K0.0%-26.3%0.001%
1/13/2025 AdvisorNet Financial Inc2,897$68K0.0%+18.2%0.001%
1/13/2025 Fiduciary Alliance LLC82,893$1.95M0.2%+13.2%0.041%
1/6/2025 Iowa State Bank432,819$10.16M2.1%+17.1%0.213%
1/2/2025 Confluence Investment Management LLC496,053$11.64M0.2%+3.6%0.244%
12/26/2024 JPMorgan Chase & Co.224,311$5.40M0.0%+767.6%0.111%
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%
10/30/2024Cary 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%
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MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
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%
(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, 89 institutional investors and hedge funds held shares of SPDR Portfolio High Yield Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($154.86M), BOKF NA ($33.74M), Municipal Employees Retirement System of Michigan ($30.22M), Kohmann Bosshard Financial Services LLC ($20.30M), Hilltop Partners LLC ($17.60M), Farther Finance Advisors LLC ($16.53M), and Cambridge Investment Research Advisors Inc. ($16.03M).Learn more on SPHY's institutional investors.

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

Of the 80 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 ($6.75M), Ameriprise Financial Inc. ($1.85M), One Capital Management LLC ($704.20K), Hilltop Partners LLC ($684.74K), iA Global Asset Management Inc. ($550K), BlueStem Wealth Partners LLC ($535.62K), and Farther Finance Advisors LLC ($512.79K).

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

Institutional investors have bought a total of 15,920,176 shares in the last 24 months. This purchase volume represents approximately $367.74M in transactions.

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

Of the 32 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 2,649,417 shares in the last 24 months. This volume of shares sold represents approximately $61.64M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 2/22/2025 by MarketBeat.com Staff
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