SPHY Institutional Ownership & Shareholders
SPDR PORTFOLIO HIGH YIELD BO (SPHY) is currently held by 550 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.33B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SPHY tracked by InsiderSet, reporting ownership valued at approximately $694.91M in its June 30, 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 $670.01M, representing an estimated loss of -3.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% of the total disclosed SPHY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Sei Investments Co, Ilmarinen Mutual Pension Insurance Co, and several other long-term asset managers with concentrated positions in SPDR PORTFOLIO HIGH YIELD BO (SPHY).
This page ranks the largest institutional SPHY 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
550
Total Reported Value
$7.33B
Largest Holder
Bank Of America Corp
Largest Position
$694.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.04% | 29,646,388 | $694,911,331 | $670,008,369 | -$24,902,962 | -3.58% | |
| Sei Investments Co | 0.44% | 21,167,136 | $496,155,978 | $478,377,274 | -$17,778,704 | -3.58% | |
| Ilmarinen Mutual Pension Insurance Co | 3.32% | 20,950,000 | $491,068,000 | $473,470,000 | -$17,598,000 | -3.58% | |
| State Of Wyoming | 28.79% | 16,436,100 | $371,291,499 | $371,455,860 | +$164,361 | +0.04% | |
| Elo Mutual Pension Insurance Co | 4.31% | 14,297,990 | $335,144,886 | $323,134,574 | -$12,010,312 | -3.58% | |
| Wells Fargo & Company/Mn | 0.05% | 12,303,896 | $288,403,334 | $278,068,050 | -$10,335,284 | -3.58% | |
| Lpl Financial Llc | 0.05% | 9,808,661 | $229,914,987 | $221,675,739 | -$8,239,248 | -3.58% | |
| Neuberger Berman Group Llc | 0.16% | 9,340,529 | $221,090,321 | $211,095,955 | -$9,994,366 | -4.52% | |
| Ameriprise Financial Inc | 0.04% | 9,384,581 | $219,949,228 | $212,091,531 | -$7,857,697 | -3.57% | |
| Vantagepoint Investment Advisers Llc | 1.30% | 7,601,390 | $171,715,400 | $171,791,414 | +$76,014 | +0.04% | |
| Us Bancorp \De\ | 0.18% | 7,165,855 | $167,967,641 | $161,948,323 | -$6,019,318 | -3.58% | |
| Morgan Stanley | 0.01% | 7,045,830 | $165,154,281 | $159,235,758 | -$5,918,523 | -3.58% | |
| Envestnet Asset Management Inc | 0.04% | 6,981,977 | $163,657,534 | $157,792,680 | -$5,864,854 | -3.58% | |
| Ocean Park Asset Management, Llc | 7.82% | 5,710,000 | $128,988,900 | $129,046,000 | +$57,100 | +0.04% | |
| Advisory Alpha, Llc | 2.73% | 4,753,003 | $111,411,433 | $107,417,868 | -$3,993,565 | -3.58% | |
| Asset Management One Co., Ltd. | 0.26% | 4,539,820 | $102,554,534 | $102,599,932 | +$45,398 | +0.04% | |
| Mml Investors Services, Llc | 0.20% | 4,250,148 | $99,623,463 | $96,053,345 | -$3,570,118 | -3.58% | |
| Cetera Investment Advisers | 0.08% | 3,973,776 | $93,145,286 | $89,807,338 | -$3,337,948 | -3.58% | |
| 1832 Asset Management L.P. | 0.11% | 3,705,252 | $86,851,107 | $83,738,695 | -$3,112,412 | -3.58% | |
| Advisors Capital Management, Llc | 0.88% | 3,543,042 | $83,048,911 | $80,072,749 | -$2,976,162 | -3.58% | |
| Kensington Asset Management, Llc | 4.41% | 3,453,978 | $80,961,244 | $78,059,903 | -$2,901,341 | -3.58% | |
| Neos Investment Management Llc | 0.26% | 2,994,391 | $69,776,766 | $67,673,237 | -$2,103,529 | -3.01% | |
| Conning Inc. | 1.89% | 2,726,004 | $61,580,430 | $61,607,690 | +$27,260 | +0.04% | |
| Capital Analysts, Llc | 1.39% | 2,566,978 | $60,170,000 | $58,013,703 | -$2,156,297 | -3.58% | |
| Exchange Traded Concepts, Llc | 0.25% | 2,489,573 | $56,239,454 | $56,264,350 | +$24,896 | +0.04% | |
| Jpmorgan Chase & Co | 0.00% | 2,170,858 | $50,906,628 | $49,061,391 | -$1,845,237 | -3.62% | |
| Apella Capital, Llc | 0.61% | 2,138,787 | $48,229,642 | $48,336,586 | +$106,944 | +0.22% | |
| Benjamin Edwards Inc | 0.44% | 2,042,877 | $47,882,493 | $46,169,020 | -$1,713,473 | -3.58% | |
| Toews Corp | 6.60% | 1,932,100 | $45,288,424 | $43,665,460 | -$1,622,964 | -3.58% | |
| Horizon Investments, Llc | 0.48% | 2,096,034 | $44,121,516 | $47,370,368 | +$3,248,852 | +7.36% | |
| State Street Corp | 0.00% | 1,866,599 | $43,753,081 | $42,185,137 | -$1,567,944 | -3.58% | |
| State Of New Jersey Common Pension Fund D | 0.13% | 1,566,858 | $36,727,152 | $35,410,991 | -$1,316,161 | -3.58% | |
| Assetmark, Inc | 0.06% | 1,571,380 | $35,497,463 | $35,513,188 | +$15,725 | +0.04% | |
| Ubs Group Ag | 0.01% | 1,493,971 | $35,018,680 | $33,763,745 | -$1,254,935 | -3.58% | |
| Iowa State Bank | 5.86% | 1,535,008 | $34,675,831 | $34,691,181 | +$15,350 | +0.04% | |
| Donoghue Forlines Llc | 8.35% | 1,377,655 | $32,292,233 | $31,135,003 | -$1,157,230 | -3.58% | |
| Goldman Sachs Group Inc | 0.00% | 1,344,187 | $31,507,755 | $30,378,626 | -$1,129,129 | -3.58% | |
| Truist Financial Corp | 0.04% | 1,386,508 | $31,321,221 | $31,335,081 | +$13,860 | +0.04% | |
| Diversify Advisory Services, Llc | 0.47% | 1,383,269 | $31,165,053 | $31,261,879 | +$96,826 | +0.31% | |
| Diversify Wealth Management, Llc | 0.47% | 1,383,269 | $31,165,053 | $31,261,879 | +$96,826 | +0.31% | |
| Cno Financial Group, Inc. | 17.66% | 1,279,000 | $29,979,760 | $28,905,400 | -$1,074,360 | -3.58% | |
| Kohmann Bosshard Financial Services, Llc | 2.49% | 1,251,852 | $29,343,411 | $28,291,855 | -$1,051,556 | -3.58% | |
| Thrivent Financial For Lutherans | 0.05% | 1,221,638 | $28,636,000 | $27,609,019 | -$1,026,981 | -3.59% | |
| Jones Financial Companies Lllp | 0.01% | 1,217,495 | $28,501,562 | $27,515,387 | -$986,175 | -3.46% | |
| American Century Companies Inc | 0.01% | 1,165,570 | $27,320,961 | $26,341,882 | -$979,079 | -3.58% | |
| Voya Investment Management Llc | 0.02% | 1,151,371 | $26,988,136 | $26,020,985 | -$967,151 | -3.58% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 1,138,779 | $26,692,980 | $25,736,405 | -$956,575 | -3.58% | |
| Madison Asset Management, Llc | 0.31% | 1,107,255 | $25,954,057 | $25,023,963 | -$930,094 | -3.58% | |
| Osaic Holdings, Inc. | 0.03% | 1,085,721 | $25,451,960 | $24,537,295 | -$914,665 | -3.59% | |
| Raymond James Financial Inc | 0.01% | 1,036,240 | $24,289,463 | $23,419,024 | -$870,439 | -3.58% |
Frequently asked questions about SPHY
Who are the largest institutional holders of SPHY?
The largest institutional holders of SPHY reported in the latest SEC Form 13F filings include Bank Of America Corp, Sei Investments Co, Ilmarinen Mutual Pension Insurance Co, State Of Wyoming, and Elo Mutual Pension Insurance Co. InsiderSet ranks institutional holders by their latest reported SPHY position.
What is SPHY institutional ownership?
This page tracks SPHY positions reported by institutional investment managers through SEC Form 13F. SPDR PORTFOLIO HIGH YIELD BO (SPHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPHY?
InsiderSet currently tracks 550 institutional managers reporting SPHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPHY shareholders.
How much SPHY stock do institutions own?
Institutional investment managers disclosed approximately $7.33B in SPHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPHY institutional ownership last updated?
The latest SPHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPHY position after the reporting date.
Are institutions buying or selling SPHY?
Institutional buying and selling can be analyzed by comparing SPHY positions across consecutive 13F reporting periods. InsiderSet's SPHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPHY ownership changes.
How has SPHY institutional ownership changed over time?
InsiderSet tracks SPHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.