SPDR NUVEEN BLOOMBERG HIGH Y (HYMB) Top Institutional Shareholders

SPDR NUVEEN BLOOMBERG HIGH Y (HYMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.98B in HYMB holdings during the latest filing period.

Raymond James Financial Inc is currently the largest disclosed institutional shareholder of HYMB tracked by InsiderSet, reporting ownership valued at approximately $169.95M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $172.76M, representing an estimated gain of +1.65% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed HYMB value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Sei Investments Co, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in SPDR NUVEEN BLOOMBERG HIGH Y (HYMB).

This page ranks the largest institutional HYMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

401

Total Reported Value

$1.98B

Largest Holder

Raymond James Financial Inc

Largest Position

$169.95M

Insider Transactions (90d)

0

Latest Filing Quarter

Q1 2026

New Institutional Positions

35

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Raymond James Financial Inc0.05%6,852,953$169,953,239$172,762,945+$2,809,706+1.65%
Sei Investments Co0.16%6,825,158$169,263,580$172,062,233+$2,798,653+1.65%
Wells Fargo & Company/Mn0.03%5,886,506$145,985,361$148,398,816+$2,413,455+1.65%
Goldman Sachs Group Inc0.02%5,491,618$136,192,122$138,443,690+$2,251,568+1.65%
Bank Of America Corp0.01%5,092,983$126,305,979$128,394,101+$2,088,122+1.65%
Fmr Llc0.01%4,450,655$110,376,233$112,201,013+$1,824,780+1.65%
Lpl Financial Llc0.02%3,320,304$82,343,528$83,704,864+$1,361,336+1.65%
Morgan Stanley0.00%2,717,948$67,405,130$68,519,469+$1,114,339+1.65%
Avantax Planning Partners, Inc.1.14%1,681,599$41,703,663$42,393,111+$689,448+1.65%
Cliftonlarsonallen Wealth Advisors, Llc0.61%1,673,925$41,513,329$42,199,649+$686,320+1.65%
Wcg Wealth Advisors Llc1.14%1,645,639$40,811,840$41,486,559+$674,719+1.65%
Envestnet Asset Management Inc0.01%1,534,885$38,065,138$38,694,451+$629,313+1.65%
Ameriprise Financial Inc0.01%1,516,549$37,603,901$38,232,200+$628,299+1.67%
Mercer Global Advisors Inc0.05%1,417,335$35,149,898$35,731,015+$581,117+1.65%
Cercano Management Llc1.49%1,387,825$34,418,060$34,987,068+$569,008+1.65%
Bank Of New York Mellon Corp0.01%1,294,400$32,101,136$32,631,824+$530,688+1.65%
Ubs Group Ag0.01%1,219,159$30,235,143$30,734,998+$499,855+1.65%
Revolve Wealth Partners, Llc3.51%1,088,948$27,005,901$27,452,379+$446,478+1.65%
United Capital Financial Advisors, Llc0.13%865,607$21,462,676$21,821,952+$359,276+1.67%
Cetera Investment Advisers0.02%762,408$18,907,713$19,220,306+$312,593+1.65%
Hightower Advisors, Llc0.02%654,772$16,238,233$16,506,802+$268,569+1.65%
Farther Finance Advisors, Llc0.14%614,052$15,265,330$15,480,251+$214,921+1.41%
Jordan Park Group Llc0.74%562,231$13,943,329$14,173,844+$230,515+1.65%
Sanctuary Advisors, Llc0.07%551,000$13,664,788$13,890,710+$225,922+1.65%
Mariner, Llc0.02%532,181$13,198,076$13,416,283+$218,207+1.65%
Parkside Investments, Llc1.60%529,675$13,135,940$13,353,107+$217,167+1.65%
Focus Partners Advisor Solutions, Llc0.12%496,958$12,324,575$12,528,311+$203,736+1.65%
Stratos Wealth Partners, Ltd.0.13%455,520$11,296,896$11,483,659+$186,763+1.65%
Osaic Holdings, Inc.0.02%418,556$10,380,374$10,551,797+$171,423+1.65%
Brady Martz Wealth Solutions, Llc1.71%405,317$10,051,853$10,218,042+$166,189+1.65%
Capital Asset Advisory Services Llc0.35%364,264$9,179,454$9,183,095+$3,641+0.04%
Perigon Wealth Management, Llc0.16%362,279$8,984,518$9,133,054+$148,536+1.65%
Syntegra Private Wealth Group, Llc0.85%360,120$8,930,987$9,078,625+$147,638+1.65%
Wealthspire Advisors, Llc0.07%346,081$8,582,809$8,724,702+$141,893+1.65%
Old National Bancorp0.14%332,193$8,238,386$8,374,586+$136,200+1.65%
Northwestern Mutual Wealth Management Co0.01%331,226$8,214,377$8,350,207+$135,830+1.65%
Heartwood Wealth Advisors Llc0.70%321,392$7,970,522$8,102,292+$131,770+1.65%
Commonwealth Equity Services, Llc0.01%317,206$7,866,700$7,996,763+$130,063+1.65%
Empirical Financial Services, Llc D.B.A. Empirical Wealth Management0.14%315,994$7,836,655$7,966,209+$129,554+1.65%
Dakota Wealth Management0.16%299,109$7,417,908$7,540,538+$122,630+1.65%
Onedigital Investment Advisors Llc0.07%290,915$7,214,691$7,333,967+$119,276+1.65%
Integrated Wealth Concepts Llc0.05%273,296$6,777,748$6,889,792+$112,044+1.65%
Jones Financial Companies Lllp0.00%264,092$6,499,293$6,657,759+$158,466+2.44%
Stifel Financial Corp0.01%259,869$6,444,764$6,551,297+$106,533+1.65%
Austin Wealth Management, Llc1.44%254,493$6,341,966$6,415,769+$73,803+1.16%
Ep Wealth Advisors, Llc0.03%254,447$6,310,286$6,414,609+$104,323+1.65%
Modera Wealth Management, Llc0.07%246,610$6,115,937$6,217,038+$101,101+1.65%
Merit Financial Group, Llc0.05%245,262$6,082,510$6,183,055+$100,545+1.65%
Jane Street Group, Llc0.01%235,375$5,837,300$5,933,804+$96,504+1.65%
Keystone Financial Group0.39%229,586$5,768,928$5,787,863+$18,935+0.33%

Frequently asked questions about HYMB

  • Who owns the most HYMB stock?

    The largest holders of HYMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR NUVEEN BLOOMBERG HIGH Y (HYMB).

  • Is HYMB widely held by superinvestors?

    Many widely followed stocks like HYMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYMB is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.