SS SPDR P High Yield ETFSPHYETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 373 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, up 52 from Q2 2024. 73 opened new positions and 23 sold out. The largest holders were Sei Investments Co. ($360.7M), Adventist Health System Sunbelt Healthcare Corp. ($324.6M) and Wells Fargo & Company ($198.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR P High Yield ETF
- Filed as
- SPDR SER TR (Q3 2024)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $143.9M |
| Exits | 23 | $19.9M |
All 13F filers, Q2 2024 → Q3 2024: 26,318,418 shares bought and 12,416,766 shares sold, net +13,901,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| Sei Investments Co. | 0.47% | Add +2.7% | 14,997,833 | $360.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 13.45% | Add +24.5% | 13,497,600 | $324.6M |
| Wells Fargo & Company | 0.05% | Add +0.3% | 8,239,419 | $198.2M |
| Ameriprise Financial Inc. | 0.04% | Add +7.8% | 6,242,467 | $150.1M |
| Ocean Park Asset Management, LLC | 6.26% | Add +66.0% | 5,932,291 | $142.7M |
| US Bancorp \de | 0.15% | Add +25.8% | 4,853,229 | $116.7M |
| State of New Jersey Common Pension Fund D | 0.47% | Reduce -24.1% | 4,716,858 | $113.4M |
| LPL Financial LLC | 0.05% | Add +18.5% | 4,480,719 | $107.8M |
| Morgan Stanley | 0.01% | Add +26.2% | 4,384,806 | $105.5M |
| Neuberger Berman Group LLC | 0.08% | Reduce -46.0% | 4,382,588 | $105.4M |
| Kensington Asset Management, LLC | 5.43% | Add +10.6% | 4,179,100 | $99.0M |
| 1832 Asset Management L.P. | 0.14% | Add +0.1% | 3,376,946 | $81.2M |
| Advisory Alpha, LLC | 2.79% | Add +13.1% | 3,265,320 | $78.5M |
| Toews Corp. | 7.26% | Reduce -1.3% | 2,250,100 | $54.1M |
| Capital Analysts, LLC | 1.92% | Add +4.4% | 1,956,771 | $47.1M |
| Diversify Advisory Services, LLC | 2.52% | Add +189.2% | 1,972,444 | $46.8M |
| Benjamin Edwards Inc. | 0.65% | Add +23616.3% | 1,861,963 | $44.8M |
| Stifel Financial Corp. | 0.04% | Add +702.2% | 1,763,994 | $42.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.4% | 1,741,280 | $41.9M |
| Atlas Private Wealth Advisors | 5.98% | Reduce -0.6% | 1,715,011 | $41.2M |
| Cetera Investment Advisers | 0.09% | Add +20.5% | 1,633,526 | $39.3M |
| Comerica Bank | 0.14% | Reduce -2.3% | 1,518,080 | $36.5M |
| Bank of America Corp. | 0.00% | Add +9.3% | 1,494,228 | $35.9M |
| NEOS Investment Management LLC | 1.04% | New | 1,436,542 | $34.3M |
| Cornerstone Enterprises, LLC | 20.24% | Add +24.3% | 1,344,210 | $32.3M |
| Bokf, NA | 0.53% | Add +6.3% | 1,262,898 | $30.1M |
| Municipal Employees' Retirement System of Michigan | 0.39% | Reduce -16.1% | 1,238,276 | $29.8M |
| Allspring Global Investments Holdings, LLC | 0.04% | Add +21.4% | 1,201,887 | $28.9M |
| Donoghue Forlines LLC | 7.87% | Reduce -23.2% | 1,148,583 | $27.6M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +292.6% | 925,747 | $22.3M |
| RFG Holdings, Inc. | 7.61% | Add +4.2% | 896,907 | $21.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1083.0% | 869,764 | $20.9M |
| Bensler, LLC | 2.56% | Add +13.5% | 845,475 | $20.3M |
| Kohmann Bosshard Financial Services, LLC | 2.48% | Add +1.8% | 829,145 | $19.9M |
| Syntegra Private Wealth Group, LLC | 2.27% | Add +3.9% | 815,784 | $19.6M |
| American Century Companies Inc. | 0.01% | Reduce -12.8% | 809,788 | $19.5M |
| Willis Johnson & Associates, Inc. | 1.45% | Add +0.1% | 793,818 | $19.1M |
| SageView Advisory Group, LLC | 0.94% | New | 768,022 | $18.5M |
| Osaic Holdings, Inc. | 0.04% | Add +25.7% | 751,828 | $18.1M |
| Hilltop Partners LLC | 5.66% | Add +6.0% | 699,476 | $16.8M |
| Assetmark, Inc. | 0.05% | Add +10.5% | 699,049 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.4% | 680,437 | $16.4M |
| One Capital Management, LLC | 0.52% | Add +0.9% | 674,371 | $16.2M |
| Clearstead Advisors, LLC | 0.24% | Add +2.0% | 634,572 | $15.3M |
| Voya Investment Management LLC | 0.02% | Add +7.3% | 629,785 | $15.1M |
| SAM Advisors, LLC | 5.15% | New | 583,671 | $14.0M |
| Cwm, LLC | 0.06% | Add +10.5% | 555,834 | $13.4M |
| Nepc LLC | 0.38% | Reduce -81.7% | 519,904 | $12.5M |
| Great Valley Advisor Group, Inc. | 0.30% | Reduce -60.9% | 508,342 | $12.2M |
| MML Investors Services, LLC | 0.04% | Add +9.3% | 496,159 | $11.9M |
| Confluence Investment Management LLC | 0.15% | New | 478,935 | $11.5M |
| Truist Financial Corp. | 0.02% | Reduce -0.5% | 467,080 | $11.2M |
| Asset Allocation & Management Company, LLC | 6.87% | Add +43.9% | 454,709 | $10.9M |
| NewSquare Capital LLC | 0.86% | Add +5.5% | 450,116 | $10.8M |
| DT Investment Partners, LLC | 0.85% | Add +2.7% | 438,114 | $10.5M |
| Farther Finance Advisors, LLC | 0.39% | Add +58.4% | 431,178 | $10.4M |
| Waterloo Capital, L.P. | 1.04% | Add +170.3% | 394,773 | $9.5M |
| Iowa State Bank | 1.83% | Add +188.5% | 369,523 | $8.9M |
| 5th Street Advisors, LLC | 4.25% | Add +27.7% | 363,071 | $8.7M |
| Horizon Financial Services, LLC | 4.92% | Reduce -0.2% | 344,009 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -6.9% | 343,695 | $8.3M |
| State Street Corp. | 0.00% | Reduce -65.9% | 335,300 | $8.1M |
| Inspire Advisors, LLC | 0.94% | New | 322,047 | $7.7M |
| Horizon Investment Services, LLC | 3.29% | Add +13.3% | 319,695 | $7.7M |
| Renaissance Technologies | 0.01% | Reduce -41.4% | 316,500 | $7.6M |
| Principal Securities, Inc. | 0.18% | Add +979.4% | 311,830 | $7.5M |
| Hart & Patterson Financial Group LLC | 3.49% | Reduce -0.8% | 306,078 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 306,000 | $7.4M |
| Raymond James & Associates | 0.00% | Add +0.5% | 298,065 | $7.2M |
| Omega Financial Group, LLC | 2.69% | New | 295,140 | $7.1M |
| UBS Group AG | 0.00% | Add +15.1% | 287,079 | $6.9M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -7.2% | 286,963 | $6.9M |
| Winthrop Capital Management, LLC | 3.18% | Reduce -0.2% | 277,574 | $6.7M |
| Strategic Financial Planning, Inc. | 4.35% | Add +4.7% | 273,396 | $6.6M |
| ProVise Management Group, LLC | 0.51% | Add +5.6% | 265,577 | $6.4M |
| Trustmark Bank Trust Department | 0.47% | Add +12.4% | 258,500 | $6.2M |
| Mariner, LLC | 0.01% | Add +75.5% | 257,313 | $6.2M |
| NewEdge Advisors, LLC | 0.04% | Add +22.0% | 257,270 | $6.2M |
| HRT Financial LP | 0.03% | Reduce -19.6% | 252,558 | $6.1M |
| Crestmont Private Wealth LLC | 2.65% | Add +7.3% | 252,448 | $6.1M |
| Onyx Bridge Wealth Group LLC | 0.91% | New | 251,661 | $6.1M |
| Equitable Holdings, Inc. | 0.06% | Reduce -0.4% | 251,251 | $6.0M |
| GenTrust, LLC | 0.28% | Reduce -7.5% | 239,042 | $5.7M |
| Aire Advisors, LLC | 1.24% | Reduce -6.9% | 233,676 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +14.1% | 226,784 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +767.6% | 224,311 | $5.4M |
| SWP Financial LLC | 3.26% | New | 222,178 | $5.3M |
| Diversify Wealth Management, LLC | 0.51% | Add +17.0% | 225,362 | $5.3M |
| Mgo One Seven LLC | 0.23% | Add +56.8% | 216,769 | $5.2M |
| Stadion Money Management, LLC | 0.38% | Add +11.2% | 209,253 | $5.0M |
| Zacks Investment Management | 0.04% | Add +144.0% | 203,737 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +56.2% | 201,535 | $4.8M |
| Impact Partnership Wealth, LLC | 1.07% | Add +56.5% | 196,864 | $4.7M |
| Flagship Harbor Advisors, LLC | 0.26% | Reduce -19.4% | 194,656 | $4.7M |
| AE Wealth Management LLC | 0.04% | Add +12.5% | 192,700 | $4.6M |
| Financial Architects, LLC | 2.95% | Add +1.9% | 190,305 | $4.6M |
| FLC Capital Advisors | 1.04% | Add +4.3% | 186,553 | $4.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +12.4% | 182,459 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +21.9% | 183,892 | $4.4M |
| Bush Investment Group, LLC | 3.15% | Add +2.7% | 163,613 | $3.9M |
| Meridian Wealth Management, LLC | 0.19% | Add +45.4% | 157,063 | $3.8M |
| Citigroup Inc. | 0.00% | Add +10.2% | 151,157 | $3.6M |
| Hurlow Wealth Management Group, Inc. | 1.09% | New | 145,547 | $3.5M |
| Rogco, LP | 1.35% | Add +0.2% | 143,703 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.1% | 136,265 | $3.3M |
| McNaughton Wealth Management, LLC | 1.57% | Add +2.8% | 134,405 | $3.2M |
| Horizon Investments, LLC | 0.08% | Add +1.7% | 196,061 | $3.2M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -4.7% | 130,967 | $3.1M |
| Arvest Investments, Inc. | 0.46% | Reduce -2.8% | 127,512 | $3.1M |
| Balefire, LLC | 1.03% | Add +2.5% | 126,857 | $3.1M |
| Sterneck Capital Management, LLC | 1.60% | Reduce -1.1% | 122,907 | $3.0M |
| Leading Edge Financial Planning LLC | 0.98% | Add +2.4% | 122,024 | $2.9M |
| MCF Advisors LLC | 0.20% | Add +0.3% | 117,558 | $2.8M |
| HF Advisory Group, LLC | 1.31% | Add +6.3% | 117,378 | $2.8M |
| Financial Futures Ltd Liability Co. | 1.61% | New | 117,193 | $2.8M |
| Appleton Partners Inc. | 0.21% | Add +2.1% | 116,598 | $2.8M |
| Independent Financial Group, LLC | 0.10% | Add +75.1% | 115,658 | $2.8M |
| Sunesis Advisors, LLC | 1.65% | No change | 113,434 | $2.7M |
| Marmo Financial Group, LLC | 1.45% | Add +14.0% | 112,806 | $2.7M |
| Foundations Investment Advisors, LLC | 0.06% | Add +576.9% | 112,120 | $2.7M |
| Quartz Partners, LLC | 1.68% | — | 111,490 | $2.7M |
| Compound Planning, Inc. | 0.16% | Add +48.5% | 109,499 | $2.6M |
| Mechanics Financial Corp | 1.13% | Add +6.7% | 106,995 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.5% | 103,802 | $2.5M |
| Revisor Wealth Management LLC | 1.54% | Add +4.2% | 102,657 | $2.5M |
| Caitlin John, LLC | 1.58% | Add +34.1% | 103,392 | $2.5M |
| Redwood Investment Management, LLC | 0.22% | Reduce -48.0% | 100,985 | $2.4M |
| CGN Advisors LLC | 0.24% | Add +20.3% | 98,733 | $2.4M |
| RFG Advisory, LLC | 0.07% | Reduce -2.2% | 94,860 | $2.3M |
| Brookstone Capital Management | 0.03% | Add +9.7% | 94,790 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +25.4% | 93,568 | $2.3M |
| Cannon Wealth Management Services, LLC | 1.95% | — | 88,803 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.7% | 88,646 | $2.1M |
| Trivium Point Advisory, LLC | 0.29% | Add +4.7% | 87,707 | $2.1M |
| Veery Capital, LLC | 0.76% | New | 83,944 | $2.0M |
| Simplicity Wealth,LLC | 0.19% | Add +8.2% | 83,617 | $2.0M |
| Index Fund Advisors, Inc. | 0.10% | Reduce -1.5% | 82,238 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +33.5% | 81,151 | $2.0M |
| Nikulski Financial, Inc. | 0.58% | Add +1.3% | 80,202 | $1.9M |
| Convergence Financial, LLC | 0.40% | Add +10.6% | 78,704 | $1.9M |
| Sound Stewardship, LLC | 1.05% | Add +5.3% | 77,818 | $1.9M |
| Nwam LLC | 0.11% | New | 77,779 | $1.9M |
| Avior Wealth Management, LLC | 0.07% | Reduce -17.4% | 77,699 | $1.9M |
| &partners | 0.04% | Add +783.5% | 76,149 | $1.8M |
| Founders Financial Securities LLC | 0.17% | Add +29.2% | 74,907 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | New | 74,130 | $1.8M |
| Sheets Smith Wealth Management | 0.22% | Add +0.3% | 73,426 | $1.8M |
| Fiduciary Alliance LLC | 0.23% | Add +13.6% | 73,259 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +8.4% | 71,337 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.05% | Add +1.1% | 69,289 | $1.7M |
| Geneos Wealth Management Inc. | 0.06% | Add +1648.7% | 69,232 | $1.7M |
| Lantern Wealth Advisors, LLC | 1.05% | Add +6.0% | 63,168 | $1.5M |
| Herold Advisors, Inc. | 0.33% | Add +5.5% | 62,868 | $1.5M |
| Optas, LLC | 0.34% | Add +0.7% | 62,044 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -46.2% | 59,193 | $1.4M |
| Delta Investment Management, LLC | 0.29% | Add +26.2% | 58,865 | $1.4M |
| Foster & Motley Inc. | 0.09% | Reduce -10.0% | 58,110 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +4.9% | 56,311 | $1.4M |
| Cary Street Partners Asset Management LLC | 0.17% | Add +13.4% | 53,812 | $1.3M |
| Leslie Global Wealth, LLC | 0.62% | Add +31.3% | 53,156 | $1.3M |
| Barclays PLC | 0.00% | Reduce -94.4% | 53,003 | $1.3M |
| Kingsview Wealth Management, LLC | 0.03% | Add +26.1% | 52,836 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 51,869 | $1.2M |
| Wedbush Securities Inc. | 0.05% | No change | 51,440 | $1.2M |
| Csenge Advisory Group | 0.06% | Add +20.9% | 51,985 | $1.2M |
| WCG Wealth Advisors LLC | 0.08% | Add +0.6% | 50,777 | $1.2M |
| Exencial Wealth Advisors, LLC | 0.04% | Reduce -3.2% | 50,710 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.58% | Reduce -4.2% | 50,614 | $1.2M |
| Ameritas Advisory Services, LLC | 0.05% | Add +24.7% | 49,940 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 49,443 | $1.2M |
| StoneX Group Inc. | 0.09% | New | 49,126 | $1.2M |
| Creative Financial Designs Inc. | 0.09% | Add +0.5% | 46,801 | $1.1M |
| Stephens Inc. | 0.02% | Add +3.8% | 46,688 | $1.1M |
| Rede Wealth, LLC | 0.43% | Add +190.7% | 46,663 | $1.1M |
| Cahill Financial Advisors Inc. | 0.15% | Reduce -51.6% | 46,095 | $1.1M |
| Redwood Financial Network Corp | 0.86% | Reduce -0.9% | 45,851 | $1.1M |
| Modern Wealth Management, LLC | 0.07% | Add +28.3% | 44,739 | $1.1M |
| Keystone Wealth Services, LLC | 0.30% | Reduce -12.6% | 44,554 | $1.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -14.0% | 44,479 | $1.1M |
| Fermata Advisors, LLC | 0.21% | Reduce -1.1% | 43,933 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +2.3% | 42,974 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Add +183.9% | 42,263 | $1.0M |
| SigFig Wealth Management, LLC | 0.04% | Add +57.8% | 42,069 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +32.4% | 39,982 | $960K |
| Brown Financial Advisory | 0.67% | Reduce -7.3% | 39,089 | $940K |
| New Insight Wealth Advisors | 0.47% | Add +53.1% | 37,490 | $902K |
| Trilogy Capital Inc. | 0.04% | Add +0.2% | 35,883 | $863K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -34.5% | 35,632 | $857K |
| Park Avenue Securities LLC | 0.01% | Add +9.3% | 34,122 | $821K |
| Lifeworks Advisors, LLC | 0.16% | New | 33,351 | $802K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | New | 33,077 | $796K |
| Aspire Private Capital, LLC | 0.19% | Add +1.6% | 33,005 | $794K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.17% | Add +8.6% | 32,518 | $782K |
| Inscription Capital, LLC | 0.12% | Reduce -4.0% | 32,097 | $772K |
| Schroder Investment Management Group | 0.00% | Reduce -30.3% | 31,168 | $750K |
| Millennium Management | 0.00% | New | 30,860 | $742K |
| Jones Financial Companies LLLP | 0.00% | Add +394.3% | 30,617 | $737K |
| HighTower Advisors, LLC | 0.00% | Reduce -27.5% | 30,576 | $734K |
| Pathstone Holdings, LLC | 0.00% | No change | 30,000 | $722K |
| Provenance Wealth Advisors, LLC | 0.09% | No change | 29,642 | $713K |
| Continuum Advisory, LLC | 0.09% | Add +4.1% | 29,528 | $700K |
| Compass Ion Advisors, LLC | 0.09% | New | 29,095 | $700K |
| Arkadios Wealth Advisors | 0.04% | Add +114.3% | 29,009 | $698K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +35.3% | 28,290 | $680K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 28,118 | $676K |
| Townsquare Capital LLC | 0.01% | Add +28.4% | 27,266 | $656K |
| IHT Wealth Management, LLC | 0.02% | New | 27,278 | $655K |
| Vantage Financial Partners, LLC | 0.16% | Reduce -14.1% | 27,091 | $652K |
| Stewardship Advisors, LLC | 0.18% | New | 26,911 | $647K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4.1% | 26,911 | $647K |
| Midland Wealth Advisors, LLC | 0.04% | New | 26,830 | $645K |
| Visionary Wealth Advisors | 0.04% | New | 26,510 | $638K |
| Constant Guidance Financial LLC | 0.53% | New | 26,150 | $629K |
| WealthPlan Investment Management, LLC | 0.06% | New | 25,971 | $625K |
| Diversified, LLC | 0.07% | Add +2.8% | 25,939 | $624K |
| Diversified Enterprises, LLC | 0.07% | — | 25,939 | $624K |
| Advisors Asset Management, Inc. | 0.01% | Add +14.1% | 25,430 | $612K |
| LaSalle St. Investment Advisors, LLC | 0.24% | New | 25,050 | $602K |
| Balboa Wealth Partners | 0.15% | New | 24,608 | $592K |
| Exchange Bank | 0.47% | Reduce -36.2% | 23,960 | $576K |
| Alaska Wealth Advisors, LLC | 0.09% | Reduce -16.9% | 23,815 | $573K |
| Acorn Financial Advisory Services Inc. | 0.10% | Add +1.5% | 23,284 | $560K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | Add +26.7% | 22,800 | $548K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.1% | 21,717 | $522K |
| Sigma Planning Corp | 0.02% | Add +4.9% | 21,559 | $518K |
| Wealth Group, Ltd. | 0.35% | Add +24.9% | 21,398 | $515K |
| BTS Asset Management, Inc. | 0.49% | New | 21,210 | $510K |
| Consolidated Portfolio Review Corp | 0.11% | Add +63.8% | 21,181 | $509K |
| Worth Asset Management, LLC | 0.27% | New | 21,006 | $505K |
| Oppenheimer & Co. Inc. | 0.01% | New | 20,606 | $496K |
| Collaborative Wealth Managment Inc. | 0.22% | Reduce -4.9% | 20,114 | $484K |
| Betterment LLC | 0.00% | Add +3.8% | 20,022 | $482K |
| Victory Capital Management Inc. | 0.00% | No change | 20,000 | $481K |
| FSB Premier Wealth Management, Inc. | 0.19% | Reduce -1.3% | 19,420 | $467K |
| Saxony Capital Management, LLC | 0.43% | Add +84.6% | 19,349 | $465K |
| Fairman Group, LLC | 0.42% | Add +78.9% | 19,235 | $463K |
| Qube Research & Technologies Ltd | 0.00% | New | 18,923 | $455K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -0.8% | 18,378 | $442K |
| Harbour Investments, Inc. | 0.01% | Add +123.7% | 17,801 | $428K |
| Austin Private Wealth, LLC | 0.04% | Reduce -7.7% | 17,800 | $428K |
| Auour Investments LLC | 0.15% | New | 17,770 | $423K |
| GPS Wealth Strategies Group, LLC | 0.05% | Reduce -5.4% | 17,109 | $411K |
| Legacy PCG, LLC | 0.29% | Reduce -1.3% | 16,956 | $408K |
| VanderPol Investments L.L.C. | 0.89% | Add +6.7% | 16,539 | $398K |
| Prevail Innovative Wealth Advisors, LLC | 0.12% | New | 16,492 | $397K |
| Belpointe Asset Management LLC | 0.02% | New | 16,280 | $392K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.7% | 16,238 | $391K |
| Swmg, LLC | 0.16% | New | 16,275 | $387K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -13.4% | 15,853 | $381K |
| Clear Creek Financial Management, LLC | 0.04% | New | 15,730 | $378K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -71.7% | 15,681 | $377K |
| Phillips Financial Management, LLC | 0.03% | Add +9.1% | 15,433 | $371K |
| Spire Wealth Management | 0.01% | Add +123.0% | 15,291 | $368K |
| Flow Traders U.S. LLC | 0.02% | New | 15,178 | $365K |
| Peak Financial Advisors LLC | 0.19% | Add +6.1% | 15,099 | $363K |
| Maia Wealth LLC | 0.09% | New | 15,270 | $362K |
| IFP Advisors, Inc | 0.01% | Add +22.4% | 14,942 | $359K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.2% | 14,903 | $356K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.7% | 14,728 | $354K |
| Ascentis Independent Advisors | 0.06% | New | 14,715 | $354K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +4.3% | 14,439 | $347K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.5% | 14,323 | $344K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.5% | 14,323 | $344K |
| Scott Capital Advisors, LLC | 0.10% | Add +1.1% | 14,273 | $343K |
| KFG Wealth Management, LLC | 0.07% | Add +19.1% | 14,015 | $337K |
| Instrumental Wealth, LLC | 0.32% | Add +4.2% | 13,942 | $332K |
| Bell Investment Advisors, Inc | 0.06% | Reduce -82.0% | 13,608 | $327K |
| PFG Advisors | 0.02% | New | 13,584 | $327K |
| Geller Advisors LLC | 0.02% | No change | 13,314 | $320K |
| Key Financial Inc | 0.07% | No change | 12,933 | $311K |
| Jane Street Group, LLC | 0.00% | New | 12,780 | $307K |
| Financial Advocates Investment Management | 0.02% | Reduce -2.7% | 12,721 | $306K |
| LaFleur & Godfrey LLC | 0.04% | Add +13.8% | 12,506 | $301K |
| National Bank of Canada | 0.00% | Add +3.7% | 12,445 | $299K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -3.1% | 12,413 | $299K |
| Lynx Investment Advisory | 0.21% | Add +19.0% | 12,334 | $297K |
| Strategic Investment Advisors / MI | 0.03% | Add +2.3% | 12,305 | $296K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 11,995 | $288K |
| Pinnacle Bancorp, Inc. | 0.08% | Add +25.9% | 11,990 | $288K |
| Petra Financial Advisors Inc. | 0.19% | Add +2.9% | 11,788 | $284K |
| Columbia Advisory Partners LLC | 0.27% | New | 11,688 | $281K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.2% | 11,444 | $275K |
| Ariadne Wealth Management, LP | 0.15% | Reduce -2.1% | 11,456 | $273K |
| Center For Asset Management LLC | 0.16% | Add +22.1% | 11,141 | $268K |
| Symphony Financial Services, Inc. | 0.23% | Add +43.2% | 15,750 | $265K |
| Madden Advisory Services, Inc. | 0.12% | Reduce -4.8% | 10,828 | $260K |
| Napatree Capital LLC | 0.18% | No change | 10,788 | $259K |
| Keystone Financial Group | 0.03% | New | 10,575 | $254K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +104.6% | 10,550 | $254K |
| Headlands Technologies LLC | 0.03% | New | 10,312 | $248K |
| Acorn Wealth Advisors, LLC | 0.11% | New | 10,264 | $247K |
| Hutchens & Kramer Investment Management Group, LLC | 0.14% | Reduce -42.9% | 10,218 | $244K |
| World Investment Advisors | 0.01% | New | 10,057 | $242K |
| Vise Technologies, Inc. | 0.03% | Reduce -24.7% | 9,961 | $240K |
| Dimension Capital Management LLC | 0.04% | No change | 9,829 | $236K |
| Moneco Advisors, LLC | 0.03% | Reduce -22.3% | 9,786 | $235K |
| FSA Advisors, Inc. | 0.23% | Reduce -9.2% | 9,781 | $235K |
| Boston Mountain Money Management Inc. | 0.14% | No change | 9,753 | $235K |
| Bank of Montreal | 0.00% | No change | 9,655 | $232K |
| Lanark Financial, Inc. | 0.02% | Add +8.0% | 9,670 | $232K |
| Calamos Advisors LLC | 0.00% | No change | 9,644 | $232K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -2.4% | 9,607 | $231K |
| CreativeOne Wealth, LLC | 0.01% | New | 9,593 | $231K |
| Prosperity Wealth Management, Inc. | 0.09% | New | 9,401 | $226K |
| GTS Securities LLC | 0.00% | New | 9,186 | $221K |
| Battery Global Advisors, LLC | 0.12% | No change | 9,100 | $219K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +15.8% | 9,009 | $217K |
| Integrity Wealth Solutions LLC | 0.12% | New | 8,753 | $211K |
| NorthStar Asset Management LLC | 0.14% | New | 8,465 | $204K |
| EP Wealth Advisors, LLC | 0.00% | Add +40.5% | 7,332 | $176K |
| Sunbelt Securities, Inc. | 0.02% | Add +1.1% | 7,014 | $169K |
| Carmichael Hill & Associates, Inc. | 0.06% | Add +5.6% | 6,848 | $165K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 6,725 | $162K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +625.8% | 6,460 | $155K |
| WFA of San Diego, LLC | 0.11% | No change | 5,393 | $130K |
| Authentikos Wealth Advisory, LLC | 0.12% | New | 5,274 | $127K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -28.1% | 5,038 | $121K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,000 | $120K |
| Private Trust Co. NA | 0.01% | Add +61.8% | 4,755 | $114K |
| Ancora Advisors LLC | 0.00% | New | 4,306 | $104K |
| Whittier Trust Co. | 0.00% | No change | 3,895 | $94K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -0.1% | 3,805 | $92K |
| CoreCap Advisors, LLC | 0.00% | Add +0.5% | 2,985 | $72K |
| Howe & Rusling Inc. | 0.01% | Add +0.5% | 2,588 | $62K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +37.8% | 2,589 | $62K |
| Bogart Wealth, LLC | 0.00% | Add +1.1% | 2,567 | $62K |
| AdvisorNet Financial, Inc | 0.00% | Add +19.4% | 2,450 | $59K |
| CIBC Private Wealth Group LLC | 0.00% | Add +83.4% | 2,291 | $55K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 2,213 | $53K |
| Tompkins Financial Corp. | 0.01% | No change | 2,212 | $53K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -6.1% | 1,687 | $48K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -67.2% | 1,770 | $42K |
| Truvestments Capital LLC | 0.01% | New | 1,528 | $37K |
| Urban Financial Advisory Corp | 0.02% | New | 1,501 | $36K |
| Reston Wealth Management LLC | 0.01% | New | 1,494 | $36K |
| Hollencrest Capital Management | 0.00% | Add +29.4% | 1,364 | $33K |
| NorthRock Partners, LLC | 0.00% | Add +0.5% | 1,252 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Add +13.3% | 1,238 | $30K |
| WASHINGTON TRUST Co | 0.00% | No change | 1,184 | $28K |
| Castleview Partners, LLC | 0.02% | Reduce -1.4% | 1,167 | $28K |
| Franklin Resources Inc. | 0.00% | Add +2.9% | 1,167 | $28K |
| Beacon Capital Management, LLC | 0.00% | New | 1,063 | $26K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -1.8% | 964 | $23K |
| FMR LLC | 0.00% | Add +461.6% | 893 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +766.7% | 832 | $20K |
| Tucker Asset Management LLC | 0.00% | New | 701 | $17K |
| CENTRAL TRUST Co | 0.00% | New | 680 | $16K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 660 | $16K |
| DB Fitzpatrick & Co, Inc | 0.01% | New | 638 | $15K |
| Abich Financial Wealth Management LLC | 0.03% | Reduce -83.8% | 620 | $15K |
| Archer Investment Corp | 0.00% | No change | 609 | $15K |
| Richardson Financial Services Inc. | 0.01% | No change | 541 | $13K |
| NFSG Corp | 0.00% | Add +1.9% | 437 | $11K |
| Pathway Financial Advisers, LLC | 0.00% | Add +1.2% | 335 | $8K |
| Venturi Wealth Management, LLC | 0.00% | New | 320 | $8K |
| Blair William & Co. | 0.00% | No change | 269 | $6K |
| MidAtlantic Capital Management, Inc. | 0.00% | No change | 264 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 250 | $6K |
| Earned Wealth Advisors, LLC | 0.00% | New | 242 | $6K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 224 | $5K |
| Providence Capital Advisors, LLC | 0.00% | New | 213 | $5K |
| LGT Financial Advisors LLC | 0.01% | New | 179 | $4K |
| Angeles Wealth Management, LLC | 0.00% | No change | 174 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 171 | $4K |
| Safe Harbor Fiduciary, LLC | 0.00% | — | 159 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +492.0% | 148 | $4K |
| Johnson Financial Group, Inc. | 0.00% | New | 132 | $3K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 128 | $3K |
| Arax Advisory Partners | 0.00% | No change | 88 | $2K |
| Sandy Spring Bank | 0.00% | New | 59 | $1K |
| Investment Research & Advisory Group, Inc. | 0.00% | No change | 45 | $1K |
| Tidemark, LLC | 0.00% | No change | 27 | $649 |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 12 | $288 |
"% 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.