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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,903,466+37.5%6,981,977$163.66MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+206,295+124.9%371,477$8.71MQ2 2026Sep 23, 2026
State Street CorpBuy+840,387+81.9%1,866,599$43.75MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-806,634-80.9%190,127$5.48MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-17,074-48.2%18,380$430.83KQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+38,700+37.8%141,200$3.31MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+1,910+1232.3%2,065$48.40KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-17,889-54.2%15,093$353.80KQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+127,299—127,299$2.97MQ2 2026Aug 24, 2026
Bernard Wealth Management Corp.Sell-41-8.5%440$10.31KQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+33,641+242.8%47,497$1.11MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-7,129-37.3%12,000$281.28KQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+5,392+2.0%279,687$6.56MQ2 2026Aug 19, 2026
49 Wealth Management, LlcSell-1,977,305-90.0%219,144$5.14MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+16,975+4.6%382,305$8.96MQ2 2026Aug 18, 2026
Caitlin John, LlcSell-137,369-56.3%106,827$2.50MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+34,775+22.3%190,460$4.44MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+14,997+2.1%740,937$17.35MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+13,868+25.8%67,581$1.58MQ2 2026Aug 17, 2026
Sanchez Levi GarrettBuy+9,149+52.2%26,682$625.43KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+4,849+29.4%21,343$499.74KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+9,384,581—9,384,581$219.95MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,596,534+14.9%12,303,896$288.40MQ2 2026Aug 14, 2026
Sei Investments CoBuy+1,334,811+6.7%21,167,136$496.16MQ2 2026Aug 14, 2026
Metlife Investment Management, LlcSell-1,150,000-68.7%524,673$12.30MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+1,144,153+4.0%29,646,388$694.91MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+978,295—978,295$22.93MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+737,048—737,048$17.28MQ2 2026Aug 14, 2026
Nepc LlcBuy+420,424+127.3%750,656$17.60MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+337,810+38.4%1,217,495$28.50MQ2 2026Aug 14, 2026
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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.