SPDR PORTFOLIO HIGH YIELD BO (SPHY) Institutional Shareholders
SPDR PORTFOLIO HIGH YIELD BO (SPHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.83B in SPHY holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SPHY tracked by InsiderSet, reporting ownership valued at approximately $664.67M 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 $662.96M, representing an estimated loss of -0.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed SPHY value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Sei Investments Co, Wells Fargo & Company/Mn, 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
529
Total Reported Value
$5.83B
Largest Holder
Bank Of America Corp
Largest Position
$664.67M
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 | 0.05% | 28,502,235 | $664,672,124 | $662,961,986 | -$1,710,138 | -0.26% | |
| Sei Investments Co | 0.43% | 19,832,325 | $462,498,513 | $461,299,880 | -$1,198,633 | -0.26% | |
| Wells Fargo & Company/Mn | 0.05% | 10,707,362 | $249,695,675 | $249,053,240 | -$642,435 | -0.26% | |
| Neuberger Berman Group Llc | 0.17% | 9,619,126 | $224,318,018 | $223,740,871 | -$577,147 | -0.26% | |
| Lpl Financial Llc | 0.06% | 9,302,194 | $216,927,146 | $216,369,032 | -$558,114 | -0.26% | |
| Ameriprise Financial Inc | 0.05% | 8,890,824 | $207,352,360 | $206,800,566 | -$551,794 | -0.27% | |
| Vantagepoint Investment Advisers Llc | 1.50% | 7,610,670 | $177,480,824 | $177,024,184 | -$456,640 | -0.26% | |
| Us Bancorp \De\ | 0.19% | 6,695,070 | $159,349,361 | $155,727,328 | -$3,622,033 | -2.27% | |
| Ocean Park Asset Management, Llc | 6.86% | 6,080,823 | $142,534,491 | $141,439,943 | -$1,094,548 | -0.77% | |
| Elo Mutual Pension Insurance Co | 2.29% | 5,950,000 | $138,754,000 | $138,397,000 | -$357,000 | -0.26% | |
| Morgan Stanley | 0.01% | 5,920,343 | $138,062,420 | $137,707,178 | -$355,242 | -0.26% | |
| Asset Management One Co., Ltd. | 0.32% | 5,253,420 | $123,140,165 | $122,194,549 | -$945,616 | -0.77% | |
| Envestnet Asset Management Inc | 0.03% | 5,078,511 | $118,430,882 | $118,126,166 | -$304,716 | -0.26% | |
| Advisory Alpha, Llc | 3.03% | 4,754,445 | $110,874,713 | $110,588,391 | -$286,322 | -0.26% | |
| Creative Planning | 0.07% | 4,739,179 | $110,517,654 | $110,233,304 | -$284,350 | -0.26% | |
| 1832 Asset Management L.P. | 0.11% | 3,598,970 | $83,927,980 | $83,712,042 | -$215,938 | -0.26% | |
| Cetera Investment Advisers | 0.09% | 3,556,254 | $82,931,835 | $82,718,468 | -$213,367 | -0.26% | |
| Advisors Capital Management, Llc | 0.91% | 3,331,245 | $77,684,648 | $77,484,759 | -$199,889 | -0.26% | |
| Kensington Asset Management, Llc | 3.99% | 3,261,605 | $77,267,423 | $75,864,932 | -$1,402,491 | -1.82% | |
| Mml Investors Services, Llc | 0.21% | 3,222,719 | $75,153,797 | $74,960,444 | -$193,353 | -0.26% | |
| Conning Inc. | 1.91% | 2,726,004 | $63,897,534 | $63,406,853 | -$490,681 | -0.77% | |
| American Century Companies Inc | 0.03% | 2,684,871 | $62,611,192 | $62,450,099 | -$161,093 | -0.26% | |
| Exchange Traded Concepts, Llc | 0.29% | 2,466,721 | $57,819,940 | $57,375,930 | -$444,010 | -0.77% | |
| 49 Wealth Management, Llc | 3.83% | 2,196,449 | $51,221,188 | $51,089,404 | -$131,784 | -0.26% | |
| Benjamin Edwards Inc | 0.44% | 2,042,877 | $47,882,493 | $47,517,319 | -$365,174 | -0.76% | |
| Apella Capital, Llc | 0.59% | 1,803,063 | $42,101,519 | $41,939,245 | -$162,274 | -0.39% | |
| Bokf, Na | 0.62% | 1,748,686 | $40,779,358 | $40,674,436 | -$104,922 | -0.26% | |
| Metlife Investment Management, Llc | 0.20% | 1,674,673 | $39,053,374 | $38,952,894 | -$100,480 | -0.26% | |
| Cornerstone Enterprises, Llc | 17.57% | 1,643,374 | $38,520,692 | $38,224,879 | -$295,813 | -0.77% | |
| State Of New Jersey Common Pension Fund D | 0.14% | 1,566,858 | $36,539,129 | $36,445,117 | -$94,012 | -0.26% | |
| Assetmark, Inc | 0.06% | 1,514,621 | $35,502,708 | $35,230,084 | -$272,624 | -0.77% | |
| Goldman Sachs Group Inc | 0.00% | 1,484,711 | $34,623,468 | $34,534,378 | -$89,090 | -0.26% | |
| Iowa State Bank | 5.62% | 1,435,573 | $33,649,831 | $33,391,428 | -$258,403 | -0.77% | |
| Diversify Wealth Management, Llc | 0.54% | 1,374,361 | $31,898,915 | $31,967,637 | +$68,722 | +0.22% | |
| Ubs Group Ag | 0.01% | 1,366,189 | $31,859,527 | $31,777,556 | -$81,971 | -0.26% | |
| Truist Financial Corp | 0.04% | 1,355,880 | $31,781,821 | $31,537,769 | -$244,052 | -0.77% | |
| Cno Financial Group, Inc. | 17.59% | 1,279,000 | $29,826,280 | $29,749,540 | -$76,740 | -0.26% | |
| Osaic Holdings, Inc. | 0.04% | 1,278,279 | $29,811,455 | $29,732,770 | -$78,685 | -0.26% | |
| Kohmann Bosshard Financial Services, Llc | 2.49% | 1,251,852 | $29,343,411 | $29,118,078 | -$225,333 | -0.77% | |
| Allspring Global Investments Holdings, Llc | 0.05% | 1,164,443 | $27,154,811 | $27,084,944 | -$69,867 | -0.26% | |
| Franklin Resources Inc | 0.01% | 1,150,019 | $26,818,443 | $26,749,442 | -$69,001 | -0.26% | |
| Horizon Investments, Llc | 0.30% | 1,586,460 | $26,795,309 | $36,901,060 | +$10,105,751 | +37.71% | |
| Voya Investment Management Llc | 0.03% | 1,072,466 | $25,009,907 | $24,945,559 | -$64,348 | -0.26% | |
| Madison Asset Management, Llc | 0.31% | 1,071,755 | $24,993,327 | $24,929,021 | -$64,306 | -0.26% | |
| State Street Corp | 0.00% | 1,026,212 | $23,931,264 | $23,869,691 | -$61,573 | -0.26% | |
| Steward Partners Investment Advisory, Llc | 0.12% | 1,000,577 | $23,333,454 | $23,273,421 | -$60,033 | -0.26% | |
| Manufacturers Life Insurance Company, The | 0.02% | 996,761 | $23,244,384 | $23,184,661 | -$59,723 | -0.26% | |
| Rfg Holdings, Inc. | 5.74% | 977,503 | $22,795,383 | $22,736,720 | -$58,663 | -0.26% | |
| Raymond James Financial Inc | 0.01% | 920,706 | $21,470,870 | $21,415,622 | -$55,248 | -0.26% | |
| Alphastar Capital Management, Llc | 1.35% | 907,253 | $21,266,003 | $21,102,705 | -$163,298 | -0.77% |
Frequently asked questions about SPHY
Who owns the most SPHY stock?
The largest holders of SPHY 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 PORTFOLIO HIGH YIELD BO (SPHY).
Is SPHY widely held by superinvestors?
Many widely followed stocks like SPHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPHY 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.