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Who owns SPHYWhat SPHY owns — n/a

Who owns State Street SPDR Portfolio High Yield Bond ETF?

Institutional ownership of SPHY from SEC Form 13F filings across 298 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

298

13F holders

$4.66B

value, 2026 filers

46.9%

of shares outstanding (229.1M sh)

39

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of SPHY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/29.6M$694.9M0.0%6.1%+4.0%
2SEI INVESTMENTS CO21.2M$496.2M0.4%4.3%+6.7%
3Ilmarinen Mutual Pension Insurance Co20.9M$491,0683.3%4.3%+2.4%
4WELLS FARGO & COMPANY/MN12.3M$288.4M0.0%2.5%+14.9%
5LPL Financial LLC9.8M$229.9M0.1%2%+5.4%
6AMERIPRISE FINANCIAL INC9.4M$219.9M0.0%1.9%+5.6%
7NEUBERGER BERMAN GROUP LLC8.8M$207.4M0.1%1.8%-8.0%
8US BANCORP \DE\7.2M$168.0M0.2%1.5%+7.0%
9MORGAN STANLEY7.0M$165.2M0.0%1.4%+19.0%
10ENVESTNET ASSET MANAGEMENT INC7.0M$163.7M0.0%1.4%+37.5%
11Asset Management One Co., Ltd.5.3M$123.1M0.3%1.1%+18.7%
12EXCHANGE TRADED CONCEPTS, LLC4.9M$115.6M0.5%1%+173.7%
13Advisory Alpha, LLC4.8M$111.4M2.7%1%0.0%
14Creative Planning4.6M$107.7M0.1%0.9%-3.1%
15MML INVESTORS SERVICES, LLC4.3M$99.6M0.2%0.9%+31.9%
16Cetera Investment Advisers4.0M$93.1M0.1%0.8%+11.7%
17Cambridge Investment Research Advisors, Inc.3.0M$70,0540.2%0.6%+181.9%
18Capital Analysts, LLC2.6M$60,1701.4%0.5%+7.7%
19JPMORGAN CHASE & CO2.2M$50.9M0.0%0.4%+2.9%
20Horizon Investments, LLC2.1M$44.1M0.5%0.4%+32.1%
21BENJAMIN EDWARDS INC2.0M$47.9M0.4%0.4%+35.4%
22Apella Capital, LLC1.8M$42.1M0.6%0.4%+15.9%
23BOKF, NA1.7M$40.9M0.6%0.4%-0.2%
24iA Global Asset Management Inc.1.6M$38,5710.5%0.3%+491.1%
25State of New Jersey Common Pension Fund D1.6M$36.7M0.1%0.3%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.