SS SPDR P High Yield ETFSPHYETF

13F holders, Q1 2024 (March 31)
305holders
1famous investor
$23.45avg. 13F price*

At the end of Q1 2024, 305 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings. The largest holders were Sei Investments Co. ($332.6M), Adventist Health System Sunbelt Healthcare Corp. ($259.1M) and Neuberger Berman Group LLC ($243.4M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR P High Yield ETF
Filed as
SPDR SER TR (Q1 2024)
CUSIP
78468R606
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 305Q1 2024Q2 2024: 321Q2 2024Q3 2024: 373Q3 2024Q4 2024: 437Q4 2024Q1 2025: 455Q1 2025Q2 2025: 452Q2 2025Q3 2025: 478Q3 2025Q4 2025: 536Q4 2025Q1 2026: 529Q1 2026Q2 2026: 558Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions64$137.0M
Exits28$36.8M

Ownership 305 holders

Sei Investments Co. 0.49% Reduce -21.6% 14,177,243 $332.6M
Adventist Health System Sunbelt Healthcare Corp. 15.08% Add +1.9% 11,043,200 $259.1M
Neuberger Berman Group LLC 0.20% Add +332.6% 10,375,638 $243.4M
Wells Fargo & Company 0.05% Reduce -0.3% 8,024,338 $188.3M
State of New Jersey Common Pension Fund D 0.42% Add +112.1% 5,940,000 $139.4M
Ameriprise Financial Inc. 0.04% Add +54.1% 5,606,533 $131.5M
LPL Financial LLC 0.04% Add +20.1% 3,371,254 $79.1M
Nepc LLC 2.64% Reduce -18.3% 3,268,945 $76.7M
Ocean Park Asset Management, LLC 3.36% Add +50.9% 3,038,304 $71.3M
Morgan Stanley 0.01% Add +7.0% 2,908,658 $68.2M
Advisory Alpha, LLC 2.71% Add +1039.0% 2,815,982 $66.1M
Kensington Asset Management, LLC 2.76% Add +5.9% 2,356,400 $55.3M
1832 Asset Management L.P. 0.10% Reduce -1.3% 2,244,488 $52.7M
Municipal Employees' Retirement System of Michigan 0.68% Reduce -29.1% 2,241,710 $52.6M
US Bancorp \de 0.06% Add +809.5% 1,949,943 $45.7M
Capital Analysts, LLC 1.98% Add +3.0% 1,809,498 $42.5M
Wilbanks Smith & Thomas Asset Management LLC 0.93% New 1,422,012 $33.4M
Allspring Global Investments Holdings, LLC 0.05% Add +33.7% 1,345,914 $31.6M
Donoghue Forlines LLC 8.85% Add +9.0% 1,323,931 $31.1M
Envestnet Asset Management Inc. 0.01% Add +9.0% 1,311,572 $30.8M
Bokf, NA 0.52% Add +173.6% 1,221,714 $28.4M
Jefferies Financial Group Inc. 0.62% New 1,196,282 $28.1M
Bank of America Corp. 0.00% Reduce -76.1% 1,164,598 $27.3M
Great Valley Advisor Group, Inc. 0.78% Add +27.9% 1,098,021 $25.8M
Cwm, LLC 0.12% Add +14.8% 1,088,041 $25.5M
Cetera Investment Advisers 0.06% Add +5500.2% 1,031,662 $24.2M
Atlas Private Wealth Advisors 6.49% Reduce -44.9% 827,645 $19.4M
Osaic Holdings, Inc. 0.04% Add +84.2% 824,020 $19.3M
Cornerstone Enterprises, LLC 13.47% Add +14.3% 787,945 $18.3M
Kohmann Bosshard Financial Services, LLC 2.52% Add +9.3% 770,456 $18.1M
Willis Johnson & Associates, Inc. 1.57% New 768,561 $18.0M
Syntegra Private Wealth Group, LLC 2.33% Add +1.8% 768,487 $18.0M
Diversify Advisory Services, LLC 0.98% — 718,037 $16.7M
Cambridge Investment Research Advisors, Inc. 0.06% Reduce -8.8% 661,459 $15.5M
One Capital Management, LLC 0.56% Add +2.1% 658,121 $15.4M
Benjamin F. Edwards & Company, Inc. 0.27% Add +8.0% 627,849 $14.7M
Bensler, LLC 2.09% Add +29.1% 616,049 $14.5M
Voya Investment Management LLC 0.01% Reduce -3.9% 547,147 $12.8M
Hilltop Partners LLC 4.44% Reduce -19.6% 529,940 $12.4M
Assetmark, Inc. 0.04% New 524,979 $12.3M
Barclays PLC 0.01% New 508,819 $11.9M
MML Investors Services, LLC 0.04% Add +5.1% 435,111 $10.2M
Thrivent Financial for Lutherans 0.02% Reduce -31.9% 424,464 $10.0M
NewSquare Capital LLC 0.87% Reduce -1.1% 416,799 $9.8M
Truist Financial Corp. 0.01% Reduce -10.9% 412,481 $9.7M
Renaissance Technologies 0.01% Add +31.3% 359,900 $8.4M
Horizon Financial Services, LLC 5.12% Add +1034.8% 340,059 $8.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 306,000 $7.2M
Hart & Patterson Financial Group LLC 3.54% Reduce -19.7% 304,850 $7.2M
Asset Allocation & Management Company, LLC 4.52% No change 294,400 $6.9M
Winthrop Capital Management, LLC 2.98% Add +2.3% 275,425 $6.5M
Stadion Money Management, LLC 0.42% Reduce -0.5% 276,199 $6.4M
Raymond James & Associates 0.00% Add +9.0% 264,893 $6.2M
Equitable Holdings, Inc. 0.07% Add +9.6% 253,911 $6.0M
Aire Advisors, LLC 1.33% Reduce -1.1% 251,577 $5.9M
Waterloo Capital, L.P. 0.75% Add +209.5% 249,049 $5.8M
Crestmont Private Wealth LLC 2.89% Reduce -3.0% 247,983 $5.8M
Strategic Financial Planning, Inc. 4.34% Add +1.9% 247,248 $5.8M
Flagship Harbor Advisors, LLC 0.37% Add +206.2% 246,916 $5.8M
ProVise Management Group, LLC 0.49% Reduce -21.0% 242,683 $5.7M
UBS Group AG 0.00% Add +73.7% 235,940 $5.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.7% 233,332 $5.5M
GenTrust, LLC 0.31% New 217,018 $5.1M
Stifel Financial Corp. 0.01% Add +71.3% 215,550 $5.1M
Trustmark Bank Trust Department 0.40% No change 210,000 $4.9M
Horizon Investments, LLC 0.12% Add +0.0% 190,919 $4.5M
Farther Finance Advisors, LLC 0.27% Add +33.1% 191,276 $4.4M
Financial Architects, LLC 2.91% Add +6.2% 179,030 $4.2M
Horizon Investment Services, LLC 1.90% Add +37.3% 165,097 $3.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -36.3% 163,859 $3.8M
Mariner, LLC 0.01% Add +55.5% 154,464 $3.6M
NewEdge Advisors, LLC 0.03% Add +42.2% 154,399 $3.6M
AE Wealth Management LLC 0.04% Reduce -55.4% 139,915 $3.3M
FLC Capital Advisors 0.80% Add +1.1% 134,841 $3.2M
Revisor Wealth Management LLC 1.43% Add +57.6% 135,034 $3.2M
Rogco, LP 1.28% New 133,175 $3.1M
Perigon Wealth Management, LLC 0.09% Add +82.9% 130,314 $3.1M
Citigroup Inc. 0.00% Add +36.4% 126,732 $3.0M
Iowa State Bank 0.64% Add +18.9% 123,196 $2.9M
Commonwealth Equity Services, LLC 0.00% Reduce -49.1% 120,835 $2.8M
McNaughton Wealth Management, LLC 1.57% Add +4.4% 120,454 $2.8M
Cynosure Group, LLC 0.50% Add +7.3% 119,736 $2.8M
Arvest Investments, Inc. 0.44% Add +9.2% 118,532 $2.8M
American Century Companies Inc. 0.00% No change 117,245 $2.8M
MCF Advisors LLC 0.21% Reduce -1.4% 116,044 $2.7M
RFG Advisory, LLC 0.09% Add +1.8% 114,089 $2.7M
Leading Edge Financial Planning LLC 1.18% Add +36.6% 113,479 $2.7M
Sunesis Advisors, LLC 1.56% Add +40.0% 113,434 $2.7M
Royal Bank of Canada 0.00% Reduce -23.1% 111,893 $2.6M
Appleton Partners Inc. 0.20% Add +3.4% 109,045 $2.6M
HF Advisory Group, LLC 1.41% Add +4.0% 107,632 $2.5M
Cahill Financial Advisors Inc. 0.34% Reduce -22.7% 107,153 $2.5M
Sterneck Capital Management, LLC 1.44% Add +8.9% 102,316 $2.4M
Private Advisor Group, LLC 0.02% Reduce -33.7% 98,849 $2.3M
Avior Wealth Management, LLC 0.11% Reduce -56.0% 97,941 $2.3M
Zacks Investment Management 0.02% New 86,671 $2.0M
5th Street Advisors, LLC 1.15% New 86,272 $2.0M
Nikulski Financial, Inc. 0.65% Add +2.3% 83,306 $2.0M
DT Investment Partners, LLC 0.19% Add +20.6% 80,725 $1.9M
State Street Corp. 0.00% No change 80,000 $1.9M
Impact Partnership Wealth, LLC 0.71% Reduce -21.4% 76,800 $1.8M
Mechanics Financial Corp 0.92% New 75,747 $1.8M
Caitlin John, LLC 1.32% New 74,211 $1.7M
Sheets Smith Wealth Management 0.19% Add +0.4% 73,830 $1.7M
Marmo Financial Group, LLC 1.03% New 72,480 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -18.6% 71,188 $1.7M
CGN Advisors LLC 0.21% Add +20.4% 71,094 $1.7M
BlueCrest Capital Management Ltd 0.84% New 70,966 $1.7M
Balefire, LLC 0.59% Add +81696.5% 70,345 $1.7M
FirstPurpose Wealth LLC 0.59% Reduce -0.1% 70,484 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -55.7% 67,273 $1.6M
Sound Stewardship, LLC 0.96% New 67,272 $1.6M
Simplicity Wealth,LLC 0.04% Add +325.4% 67,004 $1.6M
Constant Guidance Financial LLC 1.44% Reduce -32.6% 67,526 $1.6M
Stock Yards Bank & Trust Co. 0.05% Reduce -33.2% 66,269 $1.6M
Foster & Motley Inc. 0.11% Add +0.3% 65,797 $1.5M
Bell Investment Advisors, Inc 0.28% Reduce -2.0% 60,206 $1.4M
Optas, LLC 0.38% Reduce -0.3% 60,082 $1.4M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -24.3% 60,001 $1.4M
Brookstone Capital Management 0.03% Add +4.2% 59,757 $1.4M
Lantern Wealth Advisors, LLC 0.97% Reduce -0.2% 59,047 $1.4M
Herold Advisors, Inc. 0.34% Reduce -0.2% 59,047 $1.4M
Stonebridge Financial Planning Group, LLC 0.72% Reduce -9.3% 58,311 $1.4M
Keystone Wealth Services, LLC 0.42% Add +1.7% 55,101 $1.3M
Trivium Point Advisory, LLC 0.27% Add +24.3% 53,506 $1.3M
Exencial Wealth Advisors, LLC 0.05% Reduce -31.2% 53,258 $1.2M
Index Fund Advisors, Inc. 0.07% Add +23.8% 52,989 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +30.3% 52,627 $1.2M
Armstrong Advisory Group, Inc. 0.12% No change 52,421 $1.2M
Global Retirement Partners, LLC 0.04% Add +2.2% 50,435 $1.2M
Goldman Sachs Group Inc. 0.00% No change 49,618 $1.2M
Fiduciary Alliance LLC 0.20% Add +40.4% 49,501 $1.1M
Wedbush Securities Inc. 0.04% Add +3.2% 48,875 $1.1M
Stratos Wealth Partners, LTD. 0.02% Reduce -13.9% 48,143 $1.1M
Arete Wealth Advisors, LLC 0.10% New 48,072 $1.1M
Redwood Financial Network Corp 0.97% Add +28.3% 47,451 $1.1M
Prospera Financial Services Inc 0.03% Add +87.8% 46,877 $1.1M
Creative Financial Designs Inc. 0.10% Add +0.1% 46,499 $1.1M
Delta Investment Management, LLC 0.24% Reduce -1.5% 45,253 $1.1M
HighTower Advisors, LLC 0.00% Reduce -51.3% 44,693 $1.0M
Brown Financial Advisory 0.79% Reduce -6.7% 43,384 $1.0M
Fermata Advisors, LLC 0.23% New 43,241 $1.0M
Founders Financial Securities LLC 0.10% Add +36.3% 42,632 $1.0M
Trilogy Capital Inc. 0.06% Reduce -7.3% 41,920 $983K
WCG Wealth Advisors LLC 0.08% Add +0.1% 40,692 $955K
Vantage Financial Partners, LLC 0.25% Reduce -0.6% 39,771 $933K
Centaurus Financial, Inc. 0.06% Reduce -2.8% 38,887 $912K
Cary Street Partners Asset Management LLC 0.14% Add +17.7% 38,860 $912K
Betterment LLC 0.00% New 38,653 $907K
Kingsview Wealth Management, LLC 0.02% New 37,698 $884K
Csenge Advisory Group 0.05% Add +13.2% 37,108 $871K
Convergence Financial, LLC 0.36% New 37,057 $869K
Stephens Inc. 0.01% Add +142.6% 36,382 $854K
Collaborative Wealth Managment Inc. 0.40% Reduce -2.7% 33,879 $795K
Exchange Bank 0.65% Add +5.0% 33,739 $792K
Continuum Advisory, LLC 0.11% Add +38.0% 32,229 $748K
Inscription Capital, LLC 0.12% Reduce -8.3% 31,485 $739K
Ameritas Advisory Services, LLC 0.03% New 31,424 $735K
Schroder Investment Management Group 0.00% Reduce -72.3% 30,210 $709K
Pathstone Holdings, LLC 0.00% No change 30,000 $704K
Alaska Wealth Advisors, LLC 0.11% No change 29,766 $698K
Provenance Wealth Advisors, LLC 0.10% No change 29,642 $695K
Park Avenue Securities LLC 0.01% Add +10.3% 29,600 $694K
Edmonds Duncan Registered Investment Advisors, LLC 0.17% Add +3.0% 29,242 $686K
Aspire Private Capital, LLC 0.18% Add +82.9% 28,674 $673K
WealthPLAN Partners, LLC 0.06% Reduce -1.8% 26,541 $623K
Comerica Bank 0.00% Add +4.0% 25,636 $601K
Compound Planning, Inc. 0.05% New 22,990 $539K
Jackson Creek Investment Advisors LLC 0.19% Reduce -14.5% 22,286 $523K
SVB Wealth LLC 0.01% Reduce -10.1% 21,895 $514K
Western Wealth Management, LLC 0.04% Add +6.2% 21,860 $513K
Principal Securities, Inc. 0.02% Add +71.4% 21,482 $504K
Sigma Planning Corp 0.02% New 21,273 $499K
Advisors Asset Management, Inc. 0.01% Add +5.5% 20,201 $474K
Victory Capital Management Inc. 0.00% No change 20,000 $469K
Acorn Financial Advisory Services Inc. 0.09% Add +103.7% 19,721 $463K
FSB Premier Wealth Management, Inc. 0.21% Add +12.7% 19,596 $460K
Donald L. Hagan, LLC 0.24% Add +83.8% 19,242 $451K
Modern Wealth Management, LLC 0.04% New 18,944 $444K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -41.3% 19,753 $443K
Northwestern Mutual Wealth Management Co. 0.00% Add +226.2% 18,789 $441K
Townsquare Capital LLC 0.01% Add +16.8% 18,462 $433K
Kestra Advisory Services, LLC 0.00% Add +4.9% 18,461 $433K
GPS Wealth Strategies Group, LLC 0.07% Reduce -2.2% 18,091 $424K
Wealthspire Retirement, LLC 0.04% Add +5.4% 17,811 $418K
Godshalk Welsh Capital Management, Inc. 0.28% Add +16.7% 17,500 $411K
Legacy PCG, LLC 0.26% New 17,432 $409K
Petra Financial Advisors Inc. 0.28% No change 16,579 $388K
Eudaimonia Partners, LLC 0.09% New 16,355 $384K
Teamwork Financial Advisors, LLC 0.06% Reduce -44.8% 15,952 $374K
Sowell Financial Services LLC 0.02% Add +5.5% 15,440 $362K
Cary Street Partners Investment Advisory LLC 0.02% Add +60.3% 15,267 $358K
Mercer Global Advisors Inc. 0.00% Add +50.6% 15,169 $356K
Austin Private Wealth, LLC 0.04% Add +2.2% 15,212 $353K
United Capital Financial Advisors, LLC 0.00% Reduce -7.3% 15,023 $352K
Moneco Advisors, LLC 0.06% Reduce -30.8% 14,981 $351K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -11.4% 14,898 $350K
Financial Advocates Investment Management 0.02% Reduce -2.1% 14,667 $344K
Phillips Financial Management, LLC 0.03% Add +4.0% 14,522 $341K
Peak Financial Advisors LLC 0.20% Add +42.4% 13,749 $323K
VanderPol Investments L.L.C. 0.92% Add +7.1% 13,650 $320K
Rede Wealth, LLC 0.13% New 13,592 $319K
PFG Investments, LLC 0.02% New 13,541 $318K
Wealth Group, Ltd. 0.24% — 13,447 $315K
Geller Advisors LLC 0.03% No change 13,314 $312K
Vise Technologies, Inc. 0.06% Reduce -12.3% 13,168 $309K
Instrumental Wealth, LLC 0.13% Reduce -5.7% 13,145 $304K
Strategic Blueprint, LLC 0.02% New 12,807 $300K
Gladstone Institutional Advisory LLC 0.02% Reduce -11.4% 12,596 $296K
Consolidated Portfolio Review Corp 0.08% Add +36.2% 12,583 $295K
Key Financial Inc 0.07% No change 12,439 $292K
Imprint Wealth LLC 0.07% New 12,297 $286K
Strategic Investment Advisors / MI 0.04% New 11,685 $274K
Authentikos Wealth Advisory, LLC 0.27% New 11,611 $272K
National Bank of Canada 0.00% Add +13.7% 11,740 $272K
OneDigital Investment Advisors LLC 0.00% Add +10.3% 11,555 $271K
Hutchens & Kramer Investment Management Group, LLC 0.16% New 11,537 $268K
Orion Porfolio Solutions, LLC 0.00% Reduce -49.3% 11,369 $267K
Orion Portfolio Solutions, LLC 0.00% Reduce -49.3% 11,369 $267K
United Advisor Group, LLC 0.10% New 11,365 $267K
Scott Capital Advisors, LLC 0.08% New 11,250 $262K
FSA Advisors, Inc. 0.27% Reduce -16.3% 10,919 $256K
Napatree Capital LLC 0.24% Reduce -0.2% 10,740 $248K
Mgo One Seven LLC 0.01% New 10,267 $241K
Madden Advisory Services, Inc. 0.13% Add +0.1% 10,259 $241K
IFP Advisors, Inc 0.01% Add +129.8% 10,023 $235K
HRT Financial LP 0.00% Reduce -55.8% 9,860 $231K
Dimension Capital Management LLC 0.05% No change 9,829 $231K
Bank of Montreal 0.00% New 9,655 $227K
Calamos Advisors LLC 0.00% New 9,644 $226K
Boston Mountain Money Management Inc. 0.15% — 9,628 $226K
Walkner Condon Financial Advisors LLC 0.05% Add +1.9% 9,545 $224K
KFG Wealth Management, LLC 0.09% New 9,413 $221K
Keystone Financial Group 0.03% New 9,175 $215K
Integrated Wealth Concepts LLC 0.00% New 9,106 $214K
Battery Global Advisors, LLC 0.17% New 9,100 $213K
Lanark Financial, Inc. 0.02% Add +1.1% 8,634 $212K
Coppell Advisory Solutions Corp. 0.04% — 8,687 $204K
Benjamin Edwards Inc. 0.03% Reduce -5.3% 7,260 $170K
Sunbelt Securities, Inc. 0.02% New 6,868 $161K
Whittier Trust Co. of Nevada Inc. 0.00% No change 6,725 $158K
Capital Investment Advisory Services, LLC 0.02% Add +1.3% 6,524 $153K
BOK Financial Private Wealth, Inc. 0.01% Add +60.5% 6,342 $149K
Harbour Investments, Inc. 0.01% Add +44.2% 6,107 $143K
Retirement Group, LLC 0.05% No change 5,951 $140K
Spire Wealth Management 0.00% Add +221.0% 5,781 $136K
TD Waterhouse Canada Inc. 0.00% Add +7.2% 5,393 $125K
JPMorgan Chase & Co. 0.00% Add +3088.3% 5,165 $121K
Carmichael Hill & Associates, Inc. 0.05% New 5,043 $118K
PNC Financial Services Group, Inc. 0.00% Add +2053.5% 4,867 $114K
Geneos Wealth Management Inc. 0.00% Reduce -54.8% 4,308 $101K
Whittier Trust Co. 0.00% Reduce -12.5% 3,895 $91K
Founders Financial Alliance, LLC 0.03% No change 3,809 $89K
Abich Financial Wealth Management LLC 0.06% Reduce -22.9% 3,543 $83K
Aptus Capital Advisors, LLC 0.00% Reduce -10.6% 3,494 $82K
Qube Research & Technologies Ltd 0.00% Reduce -83.9% 3,197 $75K
CoreCap Advisors, LLC 0.00% New 2,976 $70K
Private Trust Co. NA 0.01% No change 2,938 $69K
Howe & Rusling Inc. 0.01% Add +0.3% 2,563 $60K
Bogart Wealth, LLC 0.00% Add +59.5% 2,510 $59K
Tyler-Stone Wealth Management 0.02% New 2,378 $56K
Tompkins Financial Corp. 0.01% No change 2,212 $52K
Fairman Group, LLC 0.05% New 2,150 $50K
AdvisorNet Financial, Inc 0.00% Add +249.6% 2,052 $48K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 2,000 $47K
Clearstead Advisors, LLC 0.00% Add +9.3% 1,561 $36K
NorthRock Partners, LLC 0.00% Add +872.7% 1,245 $29K
CIBC Private Wealth Group LLC 0.00% New 1,249 $29K
WASHINGTON TRUST Co 0.00% No change 1,184 $28K
Cape Investment Advisory, Inc. 0.01% Reduce -27.5% 1,078 $25K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -57.6% 994 $23K
HHM Wealth Advisors, LLC 0.00% No change 880 $21K
Hexagon Capital Partners LLC 0.00% Add +28.2% 828 $19K
Castleview Partners, LLC 0.01% Add +1704.9% 740 $17K
Franklin Resources Inc. 0.00% Add +2.2% 739 $17K
Archer Investment Corp 0.00% No change 609 $14K
Headlands Technologies LLC 0.00% New 557 $13K
Parkside Financial Bank & Trust 0.00% Add +0.4% 549 $13K
Colonial Trust Advisors 0.00% New 517 $12K
Richardson Financial Services Inc. 0.01% New 517 $12K
MassMutual Private Wealth & Trust, FSB 0.00% New 500 $12K
SRH Advisors, LLC 0.00% New 450 $11K
Glassman Wealth Services 0.00% Add +92.2% 444 $10K
NFSG Corp 0.00% Add +1.2% 420 $10K
Sage Mountain Advisors LLC 0.00% New 362 $8K
MidAtlantic Capital Management, Inc. 0.01% No change 264 $6K
Signaturefd, LLC 0.00% New 220 $5K
Jones Financial Companies LLLP 0.00% New 211 $5K
McIlrath & Eck, LLC 0.00% Add +1.0% 194 $5K
Mma Asset Management LLC 0.00% New 182 $4K
Angeles Wealth Management, LLC 0.00% No change 174 $4K
BNP Paribas Financial Markets 0.00% New 161 $4K
Steward Partners Investment Advisory, LLC 0.00% New 138 $3K
Pathway Financial Advisers, LLC 0.00% New 121 $3K
First Command Advisory Services, Inc. 0.00% New 110 $3K
Arax Advisory Partners 0.00% No change 88 $2K
Tower Research Capital LLC (TRC) 0.00% No change 69 $2K
Gradient Investments LLC 0.00% New 64 $2K
Allworth Financial LP 0.00% No change 53 $1K
ICA Group Wealth Management, LLC 0.00% No change 50 $1K
Investment Research & Advisory Group, Inc. 0.00% No change 45 $1K
Financial Gravity Asset Management, Inc. 0.00% Reduce -96.2% 37 $873
Global Wealth Strategies & Associates 0.00% New 28 $657
Tidemark, LLC 0.00% Reduce -94.2% 27 $633
Smartleaf Asset Management LLC 0.00% New 19 $446

"% of holder's portfolio" is SPHY's weight in each manager's 13F, not the share of SS SPDR P High Yield ETF the manager owns.