SPDR PORTFOLIO HIGH YIELD BO (SPHY) Institutional Ownership Changes & 13F Activity
SPDR PORTFOLIO HIGH YIELD BO (SPHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, 49 Wealth Management, Llc, Envestnet Asset Management Inc, Wells Fargo & Company/Mn, and Sei Investments Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,903,466 | +37.5% | 6,981,977 | $163.66M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +206,295 | +124.9% | 371,477 | $8.71M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +840,387 | +81.9% | 1,866,599 | $43.75M | Q2 2026 | Sep 22, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -806,634 | -80.9% | 190,127 | $5.48M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -17,074 | -48.2% | 18,380 | $430.83K | Q2 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Buy | +38,700 | +37.8% | 141,200 | $3.31M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +1,910 | +1232.3% | 2,065 | $48.40K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -17,889 | -54.2% | 15,093 | $353.80K | Q2 2026 | Aug 27, 2026 |
| Serenity Investment Advisors | Buy | +127,299 | — | 127,299 | $2.97M | Q2 2026 | Aug 24, 2026 |
| Bernard Wealth Management Corp. | Sell | -41 | -8.5% | 440 | $10.31K | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +33,641 | +242.8% | 47,497 | $1.11M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -7,129 | -37.3% | 12,000 | $281.28K | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +5,392 | +2.0% | 279,687 | $6.56M | Q2 2026 | Aug 19, 2026 |
| 49 Wealth Management, Llc | Sell | -1,977,305 | -90.0% | 219,144 | $5.14M | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +16,975 | +4.6% | 382,305 | $8.96M | Q2 2026 | Aug 18, 2026 |
| Caitlin John, Llc | Sell | -137,369 | -56.3% | 106,827 | $2.50M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +34,775 | +22.3% | 190,460 | $4.44M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +14,997 | +2.1% | 740,937 | $17.35M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +13,868 | +25.8% | 67,581 | $1.58M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Buy | +9,149 | +52.2% | 26,682 | $625.43K | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +4,849 | +29.4% | 21,343 | $499.74K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +9,384,581 | — | 9,384,581 | $219.95M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +1,596,534 | +14.9% | 12,303,896 | $288.40M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +1,334,811 | +6.7% | 21,167,136 | $496.16M | Q2 2026 | Aug 14, 2026 |
| Metlife Investment Management, Llc | Sell | -1,150,000 | -68.7% | 524,673 | $12.30M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,144,153 | +4.0% | 29,646,388 | $694.91M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +978,295 | — | 978,295 | $22.93M | Q2 2026 | Aug 14, 2026 |
| Old Mission Capital Llc | Buy | +737,048 | — | 737,048 | $17.28M | Q2 2026 | Aug 14, 2026 |
| Nepc Llc | Buy | +420,424 | +127.3% | 750,656 | $17.60M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +337,810 | +38.4% | 1,217,495 | $28.50M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about SPHY activity
Which institutional owners are buying SPHY?
Institutional owners buying SPHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPHY activity?
"Buy" means an investor increased their reported position in SPHY compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO HIGH YIELD BO (SPHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPHY increasing?
Institutional interest in SPHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.