SS SPDR P High Yield ETFSPHYETF
13F holders, Q2 2024 (June 30)321holders +16
38new positions
25sold out
1famous investor
$23.23avg. 13F price*
At the end of Q2 2024, 321 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, up 16 from Q1 2024. 38 opened new positions and 25 sold out. The largest holders were Sei Investments Co. ($339.3M), Adventist Health System Sunbelt Healthcare Corp. ($251.9M) and Wells Fargo & Company ($190.9M). 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 (Q2 2024)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $98.5M |
| Exits | 25 | $16.9M |
All 13F filers, Q1 2024 → Q2 2024: 21,893,852 shares bought and 6,969,776 shares sold, net +14,924,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 321 holders
| Sei Investments Co. | 0.48% | Add +3.0% | 14,605,360 | $339.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 12.64% | Reduce -1.8% | 10,844,100 | $251.9M |
| Wells Fargo & Company | 0.05% | Add +2.4% | 8,216,203 | $190.9M |
| Neuberger Berman Group LLC | 0.15% | Reduce -21.8% | 8,116,301 | $188.5M |
| State of New Jersey Common Pension Fund D | 0.63% | Add +4.7% | 6,216,858 | $144.4M |
| Ameriprise Financial Inc. | 0.04% | Add +3.3% | 5,791,150 | $134.6M |
| US Bancorp \de | 0.12% | Add +97.9% | 3,859,171 | $89.6M |
| LPL Financial LLC | 0.04% | Add +12.2% | 3,782,178 | $87.9M |
| Kensington Asset Management, LLC | 9.47% | Add +60.4% | 3,779,100 | $87.8M |
| Ocean Park Asset Management, LLC | 3.94% | Add +17.6% | 3,574,404 | $83.0M |
| Morgan Stanley | 0.01% | Add +19.5% | 3,475,700 | $80.7M |
| 1832 Asset Management L.P. | 0.14% | Add +50.3% | 3,372,979 | $78.4M |
| Advisory Alpha, LLC | 2.64% | Add +2.5% | 2,887,202 | $67.1M |
| Nepc LLC | 2.17% | Reduce -13.3% | 2,833,790 | $65.8M |
| Toews Corp. | 8.75% | New | 2,280,100 | $53.0M |
| Capital Analysts, LLC | 1.92% | Add +3.6% | 1,874,357 | $43.5M |
| Atlas Private Wealth Advisors | 6.52% | Add +108.6% | 1,726,140 | $40.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +24.8% | 1,636,475 | $38.0M |
| Comerica Bank | 0.15% | Add +5961.7% | 1,553,969 | $36.1M |
| Donoghue Forlines LLC | 9.88% | Add +13.0% | 1,496,242 | $34.8M |
| Municipal Employees' Retirement System of Michigan | 0.48% | Reduce -34.2% | 1,475,743 | $34.3M |
| Bank of America Corp. | 0.00% | Add +17.4% | 1,367,449 | $31.8M |
| Cetera Investment Advisers | 0.07% | Add +31.4% | 1,355,533 | $31.5M |
| Great Valley Advisor Group, Inc. | 0.85% | Add +18.5% | 1,301,423 | $30.2M |
| Bokf, NA | 0.50% | Reduce -2.7% | 1,188,628 | $27.6M |
| Cornerstone Enterprises, LLC | 16.68% | Add +37.2% | 1,081,151 | $25.1M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -26.4% | 990,302 | $23.0M |
| State Street Corp. | 0.00% | Add +1127.5% | 982,001 | $22.8M |
| Barclays PLC | 0.01% | Add +86.9% | 951,010 | $22.1M |
| American Century Companies Inc. | 0.01% | Add +692.0% | 928,578 | $21.6M |
| RFG Holdings, Inc. | 7.61% | New | 860,975 | $20.0M |
| Kohmann Bosshard Financial Services, LLC | 2.55% | Add +5.7% | 814,334 | $18.9M |
| Willis Johnson & Associates, Inc. | 1.51% | Add +3.1% | 792,764 | $18.4M |
| Syntegra Private Wealth Group, LLC | 2.32% | Add +2.1% | 784,989 | $18.2M |
| Bensler, LLC | 2.33% | Add +20.9% | 744,900 | $17.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +4.3% | 690,144 | $16.0M |
| Diversify Advisory Services, LLC | 0.87% | Reduce -5.0% | 682,103 | $15.9M |
| One Capital Management, LLC | 0.53% | Add +1.5% | 668,117 | $15.5M |
| Hilltop Partners LLC | 5.65% | Add +24.5% | 659,735 | $15.3M |
| Assetmark, Inc. | 0.05% | Add +20.5% | 632,676 | $14.7M |
| Benjamin F. Edwards & Company, Inc. | 0.26% | Add +0.6% | 631,339 | $14.7M |
| Clearstead Advisors, LLC | 0.25% | Add +39755.1% | 622,138 | $14.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -27.4% | 598,301 | $13.9M |
| Voya Investment Management LLC | 0.02% | Add +7.3% | 587,153 | $13.6M |
| Renaissance Technologies | 0.02% | Add +49.9% | 539,600 | $12.5M |
| Cwm, LLC | 0.06% | Reduce -53.8% | 503,065 | $11.7M |
| Truist Financial Corp. | 0.02% | Add +13.8% | 469,226 | $10.9M |
| MML Investors Services, LLC | 0.04% | Add +4.4% | 454,114 | $10.5M |
| NewSquare Capital LLC | 0.85% | Add +2.4% | 426,741 | $9.9M |
| DT Investment Partners, LLC | 0.88% | Add +428.3% | 426,474 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -13.0% | 369,239 | $8.6M |
| Horizon Financial Services, LLC | 5.06% | Add +1.3% | 344,594 | $8.0M |
| Jefferies Financial Group Inc. | 0.16% | Reduce -72.3% | 331,899 | $7.7M |
| Asset Allocation & Management Company, LLC | 4.85% | Add +7.3% | 315,900 | $7.3M |
| HRT Financial LP | 0.04% | Add +3085.7% | 314,108 | $7.3M |
| Kestra Advisory Services, LLC | 0.04% | Add +1574.5% | 309,139 | $7.2M |
| Hart & Patterson Financial Group LLC | 3.55% | Add +1.2% | 308,400 | $7.2M |
| Raymond James & Associates | 0.00% | Add +12.0% | 296,617 | $6.9M |
| 5th Street Advisors, LLC | 3.45% | Add +229.5% | 284,249 | $6.6M |
| Horizon Investment Services, LLC | 3.09% | Add +70.9% | 282,121 | $6.6M |
| Winthrop Capital Management, LLC | 3.23% | Add +0.9% | 278,036 | $6.5M |
| Farther Finance Advisors, LLC | 0.30% | Add +42.3% | 272,219 | $6.3M |
| Strategic Financial Planning, Inc. | 4.37% | Add +5.6% | 261,034 | $6.1M |
| GenTrust, LLC | 0.33% | Add +19.1% | 258,516 | $6.0M |
| Equitable Holdings, Inc. | 0.06% | Reduce -0.6% | 252,357 | $5.9M |
| ProVise Management Group, LLC | 0.50% | Add +3.6% | 251,391 | $5.8M |
| UBS Group AG | 0.00% | Add +5.8% | 249,532 | $5.8M |
| Aire Advisors, LLC | 1.32% | Reduce -0.2% | 251,070 | $5.8M |
| Flagship Harbor Advisors, LLC | 0.34% | Reduce -2.1% | 241,630 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +1.1% | 235,789 | $5.5M |
| Crestmont Private Wealth LLC | 2.63% | Reduce -5.2% | 235,214 | $5.5M |
| Trustmark Bank Trust Department | 0.43% | Add +9.5% | 230,000 | $5.3M |
| Stifel Financial Corp. | 0.01% | Add +2.0% | 219,892 | $5.1M |
| NewEdge Advisors, LLC | 0.04% | Add +36.6% | 210,857 | $4.9M |
| Susquehanna International Group, LLP | 0.01% | New | 199,265 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +77.6% | 198,745 | $4.6M |
| Redwood Investment Management, LLC | 0.39% | New | 194,134 | $4.5M |
| Horizon Investments, LLC | 0.12% | Add +1.0% | 192,813 | $4.5M |
| Diversify Wealth Management, LLC | 0.56% | — | 192,669 | $4.5M |
| Stadion Money Management, LLC | 0.36% | Reduce -31.9% | 188,226 | $4.3M |
| Financial Architects, LLC | 2.95% | Add +4.3% | 186,685 | $4.3M |
| FLC Capital Advisors | 1.02% | Add +32.6% | 178,769 | $4.2M |
| AE Wealth Management LLC | 0.04% | Add +22.4% | 171,221 | $4.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.0% | 162,282 | $3.8M |
| Bush Investment Group, LLC | 3.18% | New | 159,255 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | — | 150,839 | $3.5M |
| Mariner, LLC | 0.01% | Reduce -5.1% | 146,651 | $3.4M |
| Waterloo Capital, L.P. | 0.41% | Reduce -41.4% | 146,061 | $3.4M |
| Rogco, LP | 1.36% | Add +7.7% | 143,408 | $3.3M |
| Mgo One Seven LLC | 0.15% | Add +1246.6% | 138,253 | $3.2M |
| Perigon Wealth Management, LLC | 0.09% | Add +5.5% | 137,469 | $3.2M |
| Citigroup Inc. | 0.00% | Add +8.3% | 137,193 | $3.2M |
| Arvest Investments, Inc. | 0.49% | Add +10.7% | 131,197 | $3.0M |
| McNaughton Wealth Management, LLC | 1.61% | Add +8.5% | 130,725 | $3.0M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +91.8% | 129,030 | $3.0M |
| Iowa State Bank | 0.66% | Add +4.0% | 128,101 | $3.0M |
| Impact Partnership Wealth, LLC | 0.77% | Add +63.8% | 125,821 | $2.9M |
| Sterneck Capital Management, LLC | 1.64% | Add +21.5% | 124,290 | $2.9M |
| Balefire, LLC | 1.02% | Add +76.0% | 123,774 | $2.9M |
| Heritage Oak Wealth Advisors LLC | 1.46% | — | 119,620 | $2.8M |
| Leading Edge Financial Planning LLC | 1.11% | Add +5.0% | 119,169 | $2.8M |
| MCF Advisors LLC | 0.21% | Add +1.0% | 117,168 | $2.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2291.9% | 116,416 | $2.7M |
| Appleton Partners Inc. | 0.20% | Add +4.7% | 114,201 | $2.7M |
| Sunesis Advisors, LLC | 1.57% | No change | 113,434 | $2.6M |
| HF Advisory Group, LLC | 1.33% | Add +2.6% | 110,437 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 110,054 | $2.6M |
| Meridian Wealth Management, LLC | 0.30% | New | 108,018 | $2.5M |
| Private Advisor Group, LLC | 0.02% | Add +8.8% | 107,576 | $2.5M |
| Mechanics Financial Corp | 1.20% | Add +32.4% | 100,312 | $2.3M |
| Marmo Financial Group, LLC | 1.39% | Add +36.5% | 98,921 | $2.3M |
| Revisor Wealth Management LLC | 1.59% | Reduce -27.1% | 98,500 | $2.3M |
| RFG Advisory, LLC | 0.07% | Reduce -15.0% | 96,982 | $2.3M |
| Cahill Financial Advisors Inc. | 0.30% | Reduce -11.2% | 95,163 | $2.2M |
| Avior Wealth Management, LLC | 0.09% | Reduce -3.9% | 94,087 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +44.6% | 86,395 | $2.0M |
| Trivium Point Advisory, LLC | 0.29% | Add +56.5% | 83,752 | $1.9M |
| Index Fund Advisors, Inc. | 0.11% | Add +57.6% | 83,521 | $1.9M |
| Zacks Investment Management | 0.02% | Reduce -3.7% | 83,488 | $1.9M |
| CGN Advisors LLC | 0.22% | Add +15.5% | 82,098 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.5% | 79,362 | $1.8M |
| Nikulski Financial, Inc. | 0.59% | Reduce -5.0% | 79,186 | $1.8M |
| Simplicity Wealth,LLC | 0.04% | Add +15.3% | 77,275 | $1.8M |
| Caitlin John, LLC | 1.31% | Add +3.9% | 77,089 | $1.8M |
| Bell Investment Advisors, Inc | 0.35% | Add +25.9% | 75,803 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +400.7% | 74,591 | $1.7M |
| Sound Stewardship, LLC | 1.04% | Add +9.9% | 73,923 | $1.7M |
| Compound Planning, Inc. | 0.13% | Add +220.7% | 73,725 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +48.2% | 73,522 | $1.7M |
| Sheets Smith Wealth Management | 0.20% | Reduce -0.8% | 73,210 | $1.7M |
| Convergence Financial, LLC | 0.44% | Add +92.1% | 71,194 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +3.4% | 68,499 | $1.6M |
| Independent Financial Group, LLC | 0.06% | New | 66,061 | $1.5M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +25.6% | 65,834 | $1.5M |
| Foster & Motley Inc. | 0.10% | Reduce -1.9% | 64,539 | $1.5M |
| Fiduciary Alliance LLC | 0.24% | Add +30.2% | 64,465 | $1.5M |
| Optas, LLC | 0.37% | Add +2.6% | 61,637 | $1.4M |
| Atria Investments, Inc | 0.02% | New | 60,781 | $1.4M |
| Lantern Wealth Advisors, LLC | 1.00% | Add +1.0% | 59,618 | $1.4M |
| Herold Advisors, Inc. | 0.32% | Add +1.0% | 59,618 | $1.4M |
| Founders Financial Securities LLC | 0.13% | Add +36.0% | 57,962 | $1.3M |
| Mutual Advisors, LLC | 0.04% | New | 55,339 | $1.3M |
| Arete Wealth Advisors, LLC | 0.11% | Add +15.3% | 55,442 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +13.0% | 54,422 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Add +6.4% | 53,665 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.62% | Reduce -9.4% | 52,844 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.05% | Reduce -1.7% | 52,375 | $1.2M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -1.7% | 51,719 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +5.3% | 51,440 | $1.2M |
| Keystone Wealth Services, LLC | 0.37% | Reduce -7.5% | 50,997 | $1.2M |
| WCG Wealth Advisors LLC | 0.09% | Add +24.0% | 50,452 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +164.8% | 49,758 | $1.2M |
| Cary Street Partners Asset Management LLC | 0.16% | Add +22.2% | 47,472 | $1.1M |
| Delta Investment Management, LLC | 0.24% | Add +3.0% | 46,632 | $1.1M |
| Creative Financial Designs Inc. | 0.10% | Add +0.1% | 46,568 | $1.1M |
| Redwood Financial Network Corp | 0.90% | Reduce -2.5% | 46,273 | $1.1M |
| Stephens Inc. | 0.02% | Add +23.7% | 44,997 | $1.0M |
| Schroder Investment Management Group | 0.00% | Add +48.1% | 44,730 | $1.0M |
| Fermata Advisors, LLC | 0.24% | Add +2.7% | 44,407 | $1.0M |
| Csenge Advisory Group | 0.06% | Add +15.9% | 42,997 | $999K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.6% | 42,189 | $981K |
| Brown Financial Advisory | 0.75% | Reduce -2.8% | 42,165 | $979K |
| Centaurus Financial, Inc. | 0.07% | Add +8.1% | 42,020 | $976K |
| Kingsview Wealth Management, LLC | 0.02% | Add +11.1% | 41,893 | $973K |
| Leslie Global Wealth, LLC | 0.55% | — | 40,472 | $940K |
| Ameritas Advisory Services, LLC | 0.04% | Add +27.4% | 40,046 | $930K |
| Exchange Bank | 0.74% | Add +11.4% | 37,573 | $873K |
| Trilogy Capital Inc. | 0.05% | Reduce -14.6% | 35,800 | $832K |
| Modern Wealth Management, LLC | 0.06% | Add +84.0% | 34,867 | $810K |
| Inscription Capital, LLC | 0.13% | Add +6.2% | 33,443 | $777K |
| Aspire Private Capital, LLC | 0.19% | Add +13.3% | 32,472 | $754K |
| Vantage Financial Partners, LLC | 0.19% | Reduce -20.7% | 31,526 | $732K |
| Park Avenue Securities LLC | 0.01% | Add +5.5% | 31,215 | $725K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +52.9% | 30,194 | $701K |
| Pathstone Holdings, LLC | 0.00% | No change | 30,000 | $697K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.17% | Add +2.4% | 29,945 | $696K |
| Provenance Wealth Advisors, LLC | 0.10% | No change | 29,642 | $689K |
| Principal Securities, Inc. | 0.02% | Add +34.5% | 28,888 | $671K |
| Alaska Wealth Advisors, LLC | 0.10% | Reduce -3.8% | 28,641 | $665K |
| Continuum Advisory, LLC | 0.10% | Reduce -12.0% | 28,366 | $659K |
| Symphony Financial Services, Inc. | 0.55% | — | 11,000 | $637K |
| Prospera Financial Services Inc | 0.02% | Reduce -42.5% | 26,944 | $626K |
| WealthPLAN Partners, LLC | 0.07% | Add +1.0% | 26,814 | $623K |
| SigFig Wealth Management, LLC | 0.02% | New | 26,667 | $619K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18639.9% | 25,861 | $601K |
| JPMorgan Chase & Co. | 0.00% | Add +400.6% | 25,854 | $601K |
| Diversified, LLC | 0.07% | New | 25,235 | $586K |
| New Insight Wealth Advisors | 0.33% | New | 24,485 | $569K |
| Formidable Asset Management, LLC | 0.09% | New | 23,614 | $549K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +16.3% | 22,933 | $533K |
| Advisors Asset Management, Inc. | 0.01% | Add +10.3% | 22,279 | $518K |
| Western Wealth Management, LLC | 0.04% | Reduce -0.5% | 21,741 | $505K |
| Townsquare Capital LLC | 0.01% | Add +15.1% | 21,243 | $493K |
| Collaborative Wealth Managment Inc. | 0.24% | Reduce -37.6% | 21,143 | $491K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +37.0% | 20,910 | $486K |
| Sigma Planning Corp | 0.02% | Reduce -3.4% | 20,548 | $477K |
| Victory Capital Management Inc. | 0.00% | No change | 20,000 | $465K |
| FSB Premier Wealth Management, Inc. | 0.21% | Add +0.4% | 19,672 | $457K |
| Austin Private Wealth, LLC | 0.05% | Add +26.8% | 19,287 | $448K |
| Betterment LLC | 0.00% | Reduce -50.1% | 19,287 | $448K |
| Coppell Advisory Solutions LLC | 0.07% | — | 18,521 | $430K |
| Wealthspire Retirement, LLC | 0.04% | Add +2.8% | 18,300 | $425K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -0.1% | 18,080 | $420K |
| Godshalk Welsh Capital Management, Inc. | 0.28% | Add +2.9% | 18,000 | $418K |
| Hutchens & Kramer Investment Management Group, LLC | 0.23% | Add +55.1% | 17,890 | $412K |
| Legacy PCG, LLC | 0.25% | Reduce -1.4% | 17,179 | $399K |
| Wealth Group, Ltd. | 0.29% | Add +27.5% | 17,139 | $398K |
| Strategic Blueprint, LLC | 0.03% | Add +33.1% | 17,041 | $396K |
| Foundations Investment Advisors, LLC | 0.01% | New | 16,563 | $385K |
| Rede Wealth, LLC | 0.34% | Add +18.1% | 16,053 | $373K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +37.7% | 15,655 | $364K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +37.7% | 15,655 | $364K |
| VanderPol Investments L.L.C. | 1.09% | Add +13.6% | 15,507 | $360K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.5% | 15,240 | $354K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.7% | 15,130 | $351K |
| Sowell Financial Services LLC | 0.02% | Reduce -3.6% | 14,887 | $346K |
| Peak Financial Advisors LLC | 0.19% | Add +3.5% | 14,232 | $331K |
| Phillips Financial Management, LLC | 0.03% | Reduce -2.5% | 14,151 | $329K |
| Scott Capital Advisors, LLC | 0.10% | Add +25.5% | 14,115 | $328K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 13,846 | $322K |
| Arkadios Wealth Advisors | 0.02% | New | 13,536 | $314K |
| Instrumental Wealth, LLC | 0.32% | Add +1.8% | 13,375 | $314K |
| Geller Advisors LLC | 0.02% | No change | 13,314 | $309K |
| Vise Technologies, Inc. | 0.05% | Add +0.5% | 13,228 | $307K |
| Financial Advocates Investment Management | 0.02% | Reduce -10.9% | 13,074 | $304K |
| Key Financial Inc | 0.07% | Add +4.0% | 12,933 | $300K |
| Consolidated Portfolio Review Corp | 0.07% | Add +2.8% | 12,931 | $300K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.7% | 12,813 | $298K |
| Moneco Advisors, LLC | 0.04% | Reduce -15.9% | 12,595 | $293K |
| IFP Advisors, Inc | 0.01% | Add +21.8% | 12,209 | $284K |
| Strategic Investment Advisors / MI | 0.03% | Add +3.0% | 12,034 | $280K |
| National Bank of Canada | 0.00% | Add +2.2% | 12,000 | $275K |
| KFG Wealth Management, LLC | 0.11% | Add +25.0% | 11,767 | $273K |
| Ariadne Wealth Management, LP | 0.21% | — | 11,702 | $272K |
| Petra Financial Advisors Inc. | 0.19% | Reduce -30.9% | 11,460 | $266K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.2% | 11,418 | $265K |
| Madden Advisory Services, Inc. | 0.13% | Add +10.8% | 11,369 | $264K |
| LaFleur & Godfrey LLC | 0.04% | New | 10,988 | $255K |
| Jackson Creek Investment Advisors LLC | 0.09% | Reduce -51.3% | 10,858 | $252K |
| NorthCoast Asset Management LLC | 0.00% | New | 10,800 | $251K |
| Napatree Capital LLC | 0.20% | Add +0.5% | 10,788 | $251K |
| FSA Advisors, Inc. | 0.26% | Reduce -1.3% | 10,775 | $250K |
| Fairman Group, LLC | 0.25% | Add +400.0% | 10,750 | $250K |
| SVB Wealth LLC | 0.01% | Reduce -51.5% | 10,623 | $247K |
| Saxony Capital Management, LLC | 0.27% | New | 10,483 | $244K |
| Lynx Investment Advisory | 0.18% | — | 10,362 | $241K |
| Northern Trust Corp. | 0.00% | New | 10,305 | $239K |
| Dentgroup LLC | 0.19% | New | 10,159 | $236K |
| Walkner Condon Financial Advisors LLC | 0.05% | Add +3.2% | 9,847 | $229K |
| Dimension Capital Management LLC | 0.05% | No change | 9,829 | $228K |
| Boston Mountain Money Management Inc. | 0.15% | Add +1.3% | 9,753 | $227K |
| Bank of Montreal | 0.00% | No change | 9,655 | $225K |
| Calamos Advisors LLC | 0.00% | No change | 9,644 | $224K |
| Pinnacle Bancorp, Inc. | 0.07% | New | 9,520 | $221K |
| Center For Asset Management LLC | 0.14% | New | 9,123 | $212K |
| Battery Global Advisors, LLC | 0.14% | No change | 9,100 | $211K |
| Lanark Financial, Inc. | 0.02% | Add +3.7% | 8,952 | $207K |
| USAdvisors Wealth Management, LLC | 0.07% | New | 8,736 | $202K |
| &partners | 0.01% | New | 8,619 | $200K |
| Harbour Investments, Inc. | 0.01% | Add +30.3% | 7,956 | $185K |
| Benjamin Edwards Inc. | 0.04% | Add +8.1% | 7,851 | $182K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +19.3% | 7,780 | $181K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +10.5% | 7,009 | $163K |
| Sunbelt Securities, Inc. | 0.02% | Add +1.1% | 6,940 | $161K |
| Spire Wealth Management | 0.01% | Add +18.6% | 6,856 | $159K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 6,725 | $156K |
| Carmichael Hill & Associates, Inc. | 0.06% | Add +28.6% | 6,486 | $151K |
| Jones Financial Companies LLLP | 0.00% | Add +2835.6% | 6,194 | $144K |
| WFA of San Diego, LLC | 0.11% | — | 5,393 | $125K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,393 | $124K |
| EP Wealth Advisors, LLC | 0.00% | New | 5,220 | $121K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 5,157 | $120K |
| Quadrant Capital Group LLC | 0.01% | New | 5,000 | $116K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,768 | $111K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -8.1% | 3,959 | $92K |
| Whittier Trust Co. | 0.00% | No change | 3,895 | $90K |
| Abich Financial Wealth Management LLC | 0.06% | Add +8.3% | 3,837 | $89K |
| Founders Financial Alliance, LLC | 0.03% | No change | 3,809 | $88K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.2% | 2,971 | $69K |
| Private Trust Co. NA | 0.01% | No change | 2,938 | $68K |
| Howe & Rusling Inc. | 0.01% | Add +0.5% | 2,575 | $60K |
| Bogart Wealth, LLC | 0.00% | Add +1.1% | 2,538 | $59K |
| Tyler-Stone Wealth Management | 0.02% | No change | 2,378 | $55K |
| Tompkins Financial Corp. | 0.01% | No change | 2,212 | $51K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -36.9% | 2,204 | $51K |
| AdvisorNet Financial, Inc | 0.00% | No change | 2,052 | $48K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -10.2% | 1,797 | $46K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +89.0% | 1,879 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,249 | $29K |
| NorthRock Partners, LLC | 0.00% | Add +0.1% | 1,246 | $29K |
| Great Lakes Retirement, Inc. | 0.00% | New | 1,212 | $28K |
| Castleview Partners, LLC | 0.02% | Add +60.0% | 1,184 | $28K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,184 | $28K |
| Franklin Resources Inc. | 0.00% | Add +53.5% | 1,134 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | Add +1.4% | 1,093 | $25K |
| Hollencrest Capital Management | 0.00% | New | 1,054 | $24K |
| Hexagon Capital Partners LLC | 0.01% | Add +18.6% | 982 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +78.0% | 890 | $21K |
| Archer Investment Corp | 0.00% | No change | 609 | $14K |
| Richardson Financial Services Inc. | 0.01% | Add +4.6% | 541 | $13K |
| NFSG Corp | 0.00% | Add +2.1% | 429 | $10K |
| Triad Wealth Partners, LLC | 0.00% | New | 398 | $9K |
| Cornerstone Planning Group LLC | 0.00% | New | 372 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | Add +173.6% | 331 | $8K |
| Gradient Investments LLC | 0.00% | Add +400.0% | 320 | $7K |
| Blair William & Co. | 0.00% | New | 269 | $6K |
| MidAtlantic Capital Management, Inc. | 0.01% | No change | 264 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +2.1% | 198 | $5K |
| Angeles Wealth Management, LLC | 0.00% | No change | 174 | $4K |
| FMR LLC | 0.00% | New | 159 | $4K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 128 | $3K |
| First Command Advisory Services, Inc. | 0.00% | Add +114.5% | 236 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -82.5% | 96 | $2K |
| Arax Advisory Partners | 0.00% | No change | 88 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 69 | $2K |
| Allworth Financial LP | 0.00% | No change | 53 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 45 | $1K |
| Tidemark, LLC | 0.00% | No change | 27 | $627 |
| Smartleaf Asset Management LLC | 0.00% | Add +31.6% | 25 | $581 |
| Alaska Permanent Capital Management, LLC | 0.00% | New | 12 | $279 |
| SouthState Bank Corp | 0.00% | New | 10 | $232 |
"% 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.