Who Owns State Street SPDR Portfolio High Yield Bond ETF (SPHY)?Hedge Fund & Institutional Holders

$23.30+0.10 (+0.41%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+10 / -3

Price History

$22.40$22.82$23.23$23.65$24.07Sep 24Jun 25Mar 26

SPHY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2.3M+$1.1T
GRIMES & Co WEALTH MANAGEMENT, LLCNew Position+7.2M+$171.5B
Asset Management One Co., Ltd.New Position+3.6M+$85.6B
AMERICAN CENTURY COMPANIES INCIncreased+2.0M+$46.0B
CORNERSTONE ENTERPRISES, LLCNew Position+1.7M+$39.6B
PRINCIPAL FINANCIAL GROUP INCNew Position+1.1M+$25.8B
Donoghue Forlines LLCNew Position+1.1M+$25.7B
Elo Mutual Pension Insurance CoNew Position+1.1M+$24.9B
Steward Partners Investment Advisory, LLCIncreased+1.1M+$24.7B
Belpointe Asset Management LLCNew Position+933K+$22.1B
Syntegra Private Wealth Group, LLCNew Position+784K+$18.6B
US BANCORP \DE\Increased+841K+$18.4B
SEI INVESTMENTS COIncreased+948K+$17.3B
SAM Advisors, LLCNew Position+680K+$16.1B
Willis Johnson & Associates, Inc.New Position+674K+$16.0B

SPHY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NEPC LLCDecreased-1.2M-$29.7B
Neuberger Berman Group LLCDecreased-877K-$23.6B
VICTORY CAPITAL MANAGEMENT INCDecreased-740K-$18.4B
RENAISSANCE TECHNOLOGIES LLCClosed Position-734K-$17.6B
Jefferies Financial Group Inc.Closed Position-410K-$9.8B
DEUTSCHE BANK AG\Decreased-390K-$9.5B
NewEdge Advisors, LLCDecreased-121K-$9.1B
AMERIPRISE FINANCIAL INCDecreased-205K-$9.0B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-13K-$8.0B
&PARTNERSDecreased-26K-$7.5B
WELLS FARGO & COMPANY/MNDecreased-116K-$6.8B
OSAIC HOLDINGS, INC.Decreased-213K-$6.5B
Prosperity Wealth Management, Inc.Closed Position-232K-$5.6B
SMH CAPITAL ADVISORS INCDecreased-99K-$4.8B
Atria Investments, IncDecreased-173K-$4.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/41,969,212$993.0B72.23%Share
2SEI INVESTMENTS CO18,726,239$443.0B437.28%Share
3Neuberger Berman Group LLC9,340,529$221.0B164.51%Share
4WELLS FARGO & COMPANY/MN8,047,473$190.0B34.60%Share
5GRIMES & Co WEALTH MANAGEMENT, LLC7,246,584$171.5B4.10%Share
6US BANCORP \DE\6,361,608$150.6B176.43%Share
7AMERIPRISE FINANCIAL INC4,384,407$103.0B23.28%Share
8AMERIPRISE FINANCIAL INC4,093,604$96.0B21.69%Share
9Asset Management One Co., Ltd.3,614,320$85.6B237.97%Share
10State of New Jersey Common Pension Fund D3,566,858$84.4B305.15%Share
111832 Asset Management L.P.3,476,644$82.0B62.45%Share
12Kensington Asset Management, LLC3,261,605$77.3B3.99%Share
13WELLS FARGO & COMPANY/MN3,146,956$74.0B13.48%Share
14AMERICAN CENTURY COMPANIES INC2,715,698$64.0B32.17%Share
15NEOS Investment Management LLC2,574,955$60.0B347.10%Share
16BANK OF AMERICA CORP /DE/2,246,265$53.0B3.86%Share
17BANK OF AMERICA CORP /DE/2,272,745$53.0B3.86%Share
18CORNERSTONE ENTERPRISES, LLC1,671,329$39.6B18.93%Share
19EXCHANGE TRADED CONCEPTS, LLC1,543,658$36.5B277.98%Share
20BOKF, NA1,533,068$36.3B555.35%Share
21JPMORGAN CHASE & CO1,469,809$34.0B2.13%Share
22Horizon Investments, LLC1,543,732$31.1B393.80%Share
23ASSETMARK, INC1,206,990$28.6B58.26%Share
24Madison Asset Management, LLC1,130,255$26.8B307.62%Share
25PRINCIPAL FINANCIAL GROUP INC1,087,470$25.7B13.14%Share
26Donoghue Forlines LLC1,084,667$25.7B7.94%Share
27FRANKLIN RESOURCES INC1,093,895$25.0B6.13%Share
28Steward Partners Investment Advisory, LLC1,070,300$25.0B137.09%Share
29RFG HOLDINGS, INC.1,051,279$24.9B6.24%Share
30Elo Mutual Pension Insurance Co1,050,000$24.9B380.83%Share
31VOYA INVESTMENT MANAGEMENT LLC1,042,815$24.0B23.66%Share
32UBS Group AG942,551$22.3B3.62%Share
33Belpointe Asset Management LLC932,829$22.1B0.80%Share
34MANUFACTURERS LIFE INSURANCE COMPANY, THE962,566$22.0B18.08%Share
35AlphaStar Capital Management, LLC866,247$20.5B1.50%Share
36Syntegra Private Wealth Group, LLC783,831$18.6B1.70%Share
37GOLDMAN SACHS GROUP INC767,943$18.0B2.22%Share
38SAM Advisors, LLC680,062$16.1B5.09%Share
39Willis Johnson & Associates, Inc.674,065$16.0B0.98%Share
40Inspire Advisors, LLC665,192$15.7B1.45%Share
41DIVERSIFY WEALTH MANAGEMENT, LLC644,784$15.3B0.72%Share
42CNO Financial Group, Inc.648,000$15.3B8.69%Share
43Equitable Holdings, Inc.652,930$15.0B102.55%Share
44OSAIC HOLDINGS, INC.620,135$14.0B20.46%Share
45Bensler, LLC570,915$13.5B1.35%Share
46CONNING INC.560,198$13.3B0.44%Share
47Alaska Permanent Capital Management, LLC553,396$13.1B0.99%Share
48Financial Futures Ltd Liability Co.550,382$13.0B6.04%Share
49Hilltop Partners LLC549,959$13.0B3.35%Share
50JONES FINANCIAL COMPANIES LLLP535,190$12.0B7.32%Share

SPHY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025522$4.3T+245
Q3 2025277$3.0T-133
Q2 2025410$3.8T-35
Q1 2025445$4.3T+85
Q4 2024360$344.8T+118
Q3 2024242$551.4T+27
Q2 2024215$236.0T+16
Q1 2024199$206.2T—

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As of Q4 2025, 50 institutional investors hold SPHY (State Street SPDR Portfolio High Yield Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $993.0B in shares. This quarter, 10 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SPHY?

As of Q4 2025, 50 institutional investors report holding SPHY (State Street SPDR Portfolio High Yield Bond ETF) in their 13F filings.

Who is the largest institutional holder of SPHY?

The largest institutional holder of SPHY is BANK OF AMERICA CORP /DE/ with $993.0B in shares.

Is institutional ownership of SPHY increasing or decreasing?

This quarter, 10 institutions opened new positions in SPHY and 3 closed their positions.