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SPDR Portfolio High Yield Bond ETF (SPHY) Institutional Ownership

SPDR Portfolio High Yield Bond ETF logo
$23.77 +0.05 (+0.21%)
As of 01/21/2025 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)
43
Total
Institutional Inflows
(last 12 months)
$52.81M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$38.52M
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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
1/21/2025Investment 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%
12/26/2024JPMorgan Chase & Co.224,311$5.40M0.0%+767.6%0.111%
11/15/2024Continuum Advisory LLC29,528$700K0.1%+4.1%0.015%
11/15/2024Redwood Investment Management LLC100,985$2.43M0.2%-48.0%0.050%
11/15/2024IHT Wealth Management LLC27,278$655K0.0%N/A0.013%
11/14/2024Flow Traders U.S. LLC15,178$365K0.0%N/A0.007%
11/13/2024Private Trust Co. NA4,755$114K0.0%+61.8%0.002%
11/12/2024Cahill 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%
11/6/2024Mechanics Financial Corp106,995$2.57M1.1%+6.7%0.053%
11/5/2024Lynx Investment Advisory12,334$297K0.2%+19.0%0.006%
10/31/2024 Confluence Investment Management LLC478,935$11.52M0.2%N/A0.236%
10/30/2024Foster & 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%
10/29/2024Farther Finance Advisors LLC431,178$10.37M0.4%+58.4%0.213%
10/25/2024Strategic 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%
10/15/2024NBC 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%
10/1/2024Appleton Partners Inc. MA116,598$2.80M0.2%+2.1%0.057%
8/13/2024Godshalk Welsh Capital Management Inc.18,000$418K0.3%+2.9%0.009%
8/12/2024WCG Wealth Advisors LLC50,452$1.17M0.1%+24.0%0.025%
8/12/2024Waterloo Capital L.P.146,061$3.39M0.4%-41.4%0.072%
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8/9/2024One Capital Management LLC668,117$15.52M0.5%+1.5%0.329%
8/7/2024Vantage Financial Partners LLC31,526$732K0.2%-20.7%0.016%
8/7/2024Ashton Thomas Private Wealth LLC4,768$111K0.0%N/A0.002%
8/7/2024Cahill Financial Advisors Inc.95,163$2.21M0.3%-11.2%0.047%
8/6/2024Cullen Frost Bankers Inc.5,157$120K0.0%N/A0.003%
8/3/2024Foster & Motley Inc.64,539$1.50M0.1%-1.9%0.032%
8/2/2024Jackson Creek Investment Advisors LLC10,858$252K0.1%-51.3%0.005%
8/1/2024Mechanics Financial Corp100,312$2.33M1.2%+32.4%0.049%
8/1/2024Hilltop Partners LLC659,735$15.33M5.7%+24.5%0.325%
7/31/2024Farther Finance Advisors LLC272,219$6.27M0.3%+42.3%0.134%
7/29/2024 Arkadios Wealth Advisors13,536$314K0.0%N/A0.007%
7/27/2024Strategic Blueprint LLC17,041$396K0.0%+33.1%0.008%
7/26/2024Cambridge Investment Research Advisors Inc.690,144$16.03M0.1%+4.3%0.340%
7/23/2024NewSquare Capital LLC426,741$9.91M0.9%+2.4%0.210%
7/23/2024 Iowa State Bank128,101$2.98M0.7%+4.0%0.063%
7/20/2024Continuum Advisory LLC28,366$659K0.1%-12.0%0.014%
7/16/2024Edmonds 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%
7/9/2024Lynx Investment Advisory10,362$241K0.2%N/A0.005%
7/2/2024Appleton Partners Inc. MA114,201$2.65M0.2%+4.7%0.056%
5/17/2024Comerica Bank25,636$601K0.0%+4.0%0.014%
5/15/2024SVB Wealth LLC21,895$514K0.0%-10.1%0.012%
5/13/2024Hilltop Partners LLC529,940$12.43M4.4%-19.6%0.288%
5/9/2024Rogco LP133,175$3.12M1.3%N/A0.072%
5/3/2024Whittier Trust Co.3,895$91K0.0%-12.5%0.002%
4/26/2024Bogart Wealth LLC2,510$59K0.0%+59.5%0.001%
4/25/2024Eudaimonia Partners LLC16,355$384K0.1%N/A0.009%
4/25/2024Cambridge 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%
4/23/2024Strategic Blueprint LLC12,807$300K0.0%N/A0.007%
4/18/2024Edmonds 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%
4/17/2024Municipal Employees Retirement System of Michigan2,241,710$52.59M0.7%-29.1%1.241%
4/15/2024Sunbelt Securities Inc.6,868$161K0.0%N/A0.004%
4/13/2024 Exchange Bank33,739$792K0.7%+5.0%0.019%
4/1/2024Appleton Partners Inc. MA109,045$2.56M0.2%+3.4%0.181%
2/14/2024Waterloo Capital L.P.80,467$1.88M0.3%-39.2%0.134%
2/12/2024Godshalk Welsh Capital Management Inc.15,000$351K0.3%+36.4%0.025%
2/9/2024Cambridge Investment Research Advisors Inc.724,989$16.95M0.1%-9.1%1.206%
2/7/2024One Capital Management LLC644,309$15.06M0.6%-7.0%1.072%
2/7/2024NBC Securities Inc.8,538$199K0.0%+12.3%0.014%
2/7/2024Cary Street Partners Investment Advisory LLC9,527$223K0.0%+172.4%0.016%
2/5/2024Cary Street Partners Asset Management LLC33,011$772K0.1%+80.4%0.055%
2/5/2024Vantage Financial Partners LLC40,019$936K0.3%N/A0.067%
2/1/2024NewSquare Capital LLC421,610$9.86M0.9%-0.6%0.702%
2/1/2024Foster & 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%
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1/18/2024Constant Guidance Financial LLC100,164$2.34M2.4%N/A0.167%
1/17/2024 Fiduciary Alliance LLC35,246$824K0.2%N/A0.059%
1/12/2024GPS Wealth Strategies Group LLC18,493$432K0.1%-36.1%0.031%
1/11/2024Edmonds Duncan Registered Investment Advisors LLC28,404$664K0.2%+3.4%0.047%
1/11/2024Whittier Trust Co.4,450$104K0.0%-14.9%0.007%
1/11/2024 Exchange Bank32,137$751K0.7%N/A0.053%
1/10/2024Creative Financial Designs Inc. ADV46,453$1.09M0.1%-2.4%0.077%
1/2/2024Appleton Partners Inc. MA105,422$2.47M0.2%N/A0.175%
11/15/2023Ameriprise Financial Inc.2,470,927$55.53M0.0%+154.0%4.111%
11/13/2023Cary Street Partners Investment Advisory LLC3,497$78K0.0%+1,648.5%0.006%
(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, 66 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 ($11.64M).Learn more on SPHY's institutional investors.

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

Of the 61 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 ($496.05K), Cambridge Investment Research Advisors Inc. ($442.52K), and Iowa State Bank ($376.33K).

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

Institutional investors have bought a total of 13,122,219 shares in the last 24 months. This purchase volume represents approximately $301.53M 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 2,645,543 shares in the last 24 months. This volume of shares sold represents approximately $61.51M in transactions.


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This page (NYSEARCA:SPHY) was last updated on 1/22/2025 by MarketBeat.com Staff
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