SS SPDR P High Yield ETFSPHYETF
13F holders, Q4 2024 (December 31)437holders +64
63new positions
35sold out
2famous investors
$23.46avg. 13F price*
At the end of Q4 2024, 437 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, up 64 from Q3 2024. 63 opened new positions and 35 sold out. The largest holders were Ilmarinen Mutual Pension Insurance Co ($659.5M), Sei Investments Co. ($370.0M) and Adventist Health System Sunbelt Healthcare Corp. ($219.7M). 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 (Q4 2024)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $741.0M |
| Exits | 35 | $90.8M |
All 13F filers, Q3 2024 → Q4 2024: 51,930,838 shares bought and 15,299,341 shares sold, net +36,631,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| Ilmarinen Mutual Pension Insurance Co | 5.65% | New | 28,100,000 | $659.5M |
| Sei Investments Co. | 0.48% | Add +5.1% | 15,765,626 | $370.0M |
| Adventist Health System Sunbelt Healthcare Corp. | 7.03% | Reduce -30.6% | 9,359,963 | $219.7M |
| Wells Fargo & Company | 0.05% | Add +5.1% | 8,657,159 | $203.2M |
| Ocean Park Asset Management, LLC | 5.92% | Add +25.0% | 7,414,376 | $174.0M |
| Ameriprise Financial Inc. | 0.04% | Add +5.7% | 6,598,197 | $154.9M |
| State of New Jersey Common Pension Fund D | 0.53% | Add +19.1% | 5,616,858 | $131.8M |
| LPL Financial LLC | 0.05% | Add +13.6% | 5,088,465 | $119.4M |
| Morgan Stanley | 0.01% | Add +15.9% | 5,082,836 | $119.3M |
| US Bancorp \de | 0.15% | Add +2.7% | 4,984,635 | $117.0M |
| Kensington Asset Management, LLC | 5.75% | No change | 4,179,100 | $98.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +337.9% | 3,808,450 | $89.4M |
| 1832 Asset Management L.P. | 0.14% | Reduce -3.2% | 3,268,471 | $76.7M |
| Advisory Alpha, LLC | 2.71% | Reduce -0.6% | 3,244,651 | $76.2M |
| Diversify Advisory Services, LLC | 3.12% | Add +22.4% | 2,413,215 | $56.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +28.5% | 2,237,919 | $52.5M |
| Benjamin Edwards Inc. | 0.67% | Add +6.7% | 1,985,824 | $46.6M |
| Capital Analysts, LLC | 1.87% | Add +1.4% | 1,984,963 | $46.6M |
| Stifel Financial Corp. | 0.04% | Add +4.1% | 1,836,719 | $43.1M |
| Cetera Investment Advisers | 0.09% | Add +12.3% | 1,834,540 | $43.1M |
| Cornerstone Enterprises, LLC | 22.45% | Add +18.5% | 1,592,512 | $37.4M |
| Comerica Bank | 0.15% | Add +2.0% | 1,549,039 | $36.4M |
| Bank of America Corp. | 0.00% | Reduce -0.7% | 1,484,500 | $34.8M |
| NEOS Investment Management LLC | 0.82% | Add +3.1% | 1,481,009 | $34.8M |
| Donoghue Forlines LLC | 11.37% | Add +26.1% | 1,448,264 | $34.0M |
| Bokf, NA | 0.57% | Add +14.0% | 1,439,926 | $33.7M |
| MML Investors Services, LLC | 0.12% | Add +186.4% | 1,420,841 | $33.3M |
| Nepc LLC | 0.86% | Add +162.6% | 1,365,482 | $32.0M |
| Municipal Employees' Retirement System of Michigan | 0.42% | Add +4.0% | 1,287,376 | $30.2M |
| Voya Investment Management LLC | 0.03% | Add +57.2% | 989,967 | $23.2M |
| Atlas Private Wealth Advisors | 3.25% | Reduce -43.1% | 975,143 | $22.9M |
| Bensler, LLC | 2.68% | Add +13.7% | 961,473 | $22.6M |
| RFG Holdings, Inc. | 7.42% | Add +6.2% | 952,305 | $22.4M |
| SageView Advisory Group, LLC | 0.94% | Add +21.1% | 930,000 | $21.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.8% | 909,489 | $21.3M |
| Victory Capital Management Inc. | 0.02% | Add +4374.9% | 894,981 | $21.0M |
| Kohmann Bosshard Financial Services, LLC | 2.44% | Add +4.3% | 865,052 | $20.3M |
| Renaissance Technologies | 0.03% | Add +168.9% | 851,200 | $20.0M |
| Syntegra Private Wealth Group, LLC | 2.23% | Add +2.9% | 839,679 | $19.7M |
| State Street Corp. | 0.00% | Add +149.2% | 835,500 | $19.6M |
| Cwm, LLC | 0.08% | Add +46.4% | 813,457 | $19.1M |
| Osaic Holdings, Inc. | 0.04% | Add +7.9% | 810,944 | $19.0M |
| American Century Companies Inc. | 0.01% | No change | 809,788 | $19.0M |
| Hilltop Partners LLC | 6.00% | Add +7.2% | 749,842 | $17.6M |
| Assetmark, Inc. | 0.05% | Add +6.6% | 744,911 | $17.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +8.5% | 738,284 | $17.3M |
| Farther Finance Advisors, LLC | 0.60% | Add +63.3% | 704,070 | $16.5M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -41.8% | 699,459 | $16.4M |
| One Capital Management, LLC | 0.52% | Add +0.1% | 675,400 | $15.9M |
| Willis Johnson & Associates, Inc. | 1.20% | Reduce -16.3% | 664,199 | $15.6M |
| Asset Allocation & Management Company, LLC | 7.22% | Add +23.8% | 562,709 | $13.2M |
| Raymond James Financial Inc. | 0.00% | — | 559,454 | $13.1M |
| iA Global Asset Management Inc. | 0.23% | New | 550,000 | $12.9M |
| Truist Financial Corp. | 0.02% | Add +17.7% | 549,824 | $12.9M |
| BlueStem Wealth Partners, LLC | 1.65% | — | 535,618 | $12.6M |
| Inspire Advisors, LLC | 1.49% | Add +60.7% | 517,636 | $12.1M |
| Confluence Investment Management LLC | 0.16% | Add +3.6% | 496,053 | $11.6M |
| Financial Futures Ltd Liability Co. | 6.54% | Add +318.9% | 490,879 | $11.5M |
| OneDigital Investment Advisors LLC | 0.13% | Add +4102.8% | 480,965 | $11.3M |
| DT Investment Partners, LLC | 0.94% | Add +8.6% | 475,845 | $11.2M |
| Independent Advisor Alliance | 0.14% | New | 466,400 | $10.9M |
| Great Valley Advisor Group, Inc. | 0.24% | Reduce -9.9% | 457,855 | $10.7M |
| Madison Asset Management, LLC | 0.12% | New | 446,102 | $10.5M |
| Madison Investment Advisors, LLC | 0.12% | — | 446,102 | $10.5M |
| NewSquare Capital LLC | 0.84% | Reduce -1.1% | 445,232 | $10.4M |
| Iowa State Bank | 2.11% | Add +17.1% | 432,819 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Add +22.6% | 421,512 | $10.0M |
| Waterloo Capital, L.P. | 1.01% | Add +3.6% | 409,043 | $9.6M |
| Csenge Advisory Group | 0.52% | Add +683.6% | 407,334 | $9.6M |
| Principal Securities, Inc. | 0.21% | Add +29.4% | 403,614 | $9.5M |
| 5th Street Advisors, LLC | 4.56% | Add +2.9% | 373,431 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +82.1% | 367,058 | $8.6M |
| AlphaStar Capital Management, LLC | 0.90% | New | 365,423 | $8.6M |
| Mgo One Seven LLC | 0.33% | Add +66.8% | 361,642 | $8.5M |
| Onyx Bridge Wealth Group LLC | 1.18% | Add +39.2% | 350,326 | $8.2M |
| Horizon Financial Services, LLC | 4.57% | Add +0.6% | 346,207 | $8.1M |
| Diversify Wealth Management, LLC | 0.60% | Add +46.8% | 330,826 | $7.8M |
| Horizon Investment Services, LLC | 3.23% | Add +1.1% | 323,359 | $7.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.7% | 323,307 | $7.6M |
| Omega Financial Group, LLC | 2.83% | Add +8.0% | 318,827 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +40.0% | 313,992 | $7.4M |
| Hart & Patterson Financial Group LLC | 3.58% | Add +2.5% | 313,655 | $7.4M |
| NewEdge Advisors, LLC | 0.04% | Add +13.6% | 292,175 | $6.9M |
| UBS Group AG | 0.00% | Add +1.3% | 290,669 | $6.8M |
| Equitable Holdings, Inc. | 0.06% | Add +12.7% | 283,183 | $6.6M |
| Winthrop Capital Management, LLC | 1.77% | Add +1.8% | 282,694 | $6.6M |
| Strategic Financial Planning, Inc. | 4.52% | Add +3.3% | 282,308 | $6.6M |
| AE Wealth Management LLC | 0.05% | Add +38.6% | 267,108 | $6.3M |
| Crestmont Private Wealth LLC | 2.78% | Add +4.3% | 263,214 | $6.2M |
| ProVise Management Group, LLC | 0.52% | Reduce -1.9% | 260,410 | $6.1M |
| Trustmark Bank Trust Department | 0.45% | No change | 258,500 | $6.1M |
| Aire Advisors, LLC | 1.25% | Add +10.6% | 258,478 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +10.3% | 250,244 | $5.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -94.8% | 229,615 | $5.4M |
| Horizon Investments, LLC | 0.15% | Add +49.4% | 292,992 | $5.3M |
| National Bank of Canada | 0.01% | Add +1688.0% | 222,519 | $5.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +149.1% | 220,812 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | New | 218,372 | $5.1M |
| Impact Partnership Wealth, LLC | 0.98% | Add +5.3% | 207,311 | $4.9M |
| Zacks Investment Management | 0.04% | Add +0.9% | 205,489 | $4.8M |
"% 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.