SS SPDR P High Yield ETFSPHYETF
13F holders, Q1 2025 (March 31)455holders +18
58new positions
36sold out
2famous investors
$23.41avg. 13F price*
At the end of Q1 2025, 455 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, up 18 from Q4 2024. 58 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($972.5M), Ilmarinen Mutual Pension Insurance Co ($721.3M) and Sei Investments Co. ($373.2M). 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 (Q1 2025)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $279.8M |
| Exits | 36 | $32.2M |
All 13F filers, Q4 2024 → Q1 2025: 83,408,290 shares bought and 15,443,684 shares sold, net +67,964,606 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 455 holders
| Bank of America Corp. | 0.09% | Add +2697.3% | 41,525,729 | $972.5M |
| Ilmarinen Mutual Pension Insurance Co | 6.39% | Add +9.6% | 30,800,000 | $721.3M |
| Sei Investments Co. | 0.48% | Add +1.1% | 15,933,622 | $373.2M |
| Wells Fargo & Company | 0.07% | Add +33.1% | 11,520,789 | $269.8M |
| Ocean Park Asset Management, LLC | 8.72% | Add +41.5% | 10,493,576 | $245.8M |
| Ameriprise Financial Inc. | 0.05% | Add +24.1% | 8,186,133 | $191.7M |
| Vantagepoint Investment Advisers LLC | 19.51% | New | 7,307,320 | $171.1M |
| Municipal Employees' Retirement System of Michigan | 1.77% | Add +362.5% | 5,954,325 | $139.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +161.8% | 5,859,051 | $137.2M |
| LPL Financial LLC | 0.05% | Add +13.0% | 5,748,813 | $134.6M |
| US Bancorp \de | 0.16% | Add +4.8% | 5,224,679 | $122.4M |
| Morgan Stanley | 0.01% | Reduce -1.1% | 5,027,653 | $117.7M |
| Kensington Asset Management, LLC | 10.29% | No change | 4,179,100 | $97.9M |
| State of New Jersey Common Pension Fund D | 0.41% | Reduce -30.3% | 3,916,858 | $91.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 3.44% | Reduce -60.4% | 3,705,263 | $86.8M |
| Advisory Alpha, LLC | 2.63% | Add +1.9% | 3,306,157 | $77.4M |
| 1832 Asset Management L.P. | 0.15% | Reduce -0.2% | 3,261,345 | $76.4M |
| Benjamin Edwards Inc. | 0.73% | Add +13.2% | 2,247,395 | $52.6M |
| Capital Analysts, LLC | 1.88% | Add +8.4% | 2,151,545 | $50.4M |
| Stifel Financial Corp. | 0.05% | Add +6.0% | 1,947,096 | $45.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -52.9% | 1,795,377 | $42.0M |
| Cetera Investment Advisers | 0.08% | Reduce -4.5% | 1,752,023 | $41.0M |
| Cornerstone Enterprises, LLC | 24.05% | Add +5.8% | 1,684,933 | $39.5M |
| Comerica Bank | 0.16% | Add +6.7% | 1,652,739 | $38.7M |
| MML Investors Services, LLC | 0.13% | Add +16.2% | 1,651,105 | $38.7M |
| NEOS Investment Management LLC | 0.68% | Add +3.4% | 1,531,068 | $35.6M |
| Bokf, NA | 0.63% | Add +5.2% | 1,514,425 | $35.5M |
| Neuberger Berman Group LLC | 0.03% | Add +544.7% | 1,480,283 | $34.7M |
| Raymond James Financial Inc. | 0.01% | Add +150.6% | 1,401,693 | $32.8M |
| Donoghue Forlines LLC | 10.10% | Reduce -6.0% | 1,360,977 | $31.9M |
| Nepc LLC | 0.87% | Reduce -1.7% | 1,342,791 | $31.4M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +82.8% | 1,278,666 | $29.9M |
| Renaissance Technologies | 0.04% | Add +42.4% | 1,212,057 | $28.4M |
| Cwm, LLC | 0.10% | Add +36.7% | 1,111,745 | $26.0M |
| Rational Advisors, Inc. | 2.69% | New | 1,093,950 | $25.6M |
| SageView Advisory Group, LLC | 1.07% | Add +15.6% | 1,074,732 | $25.2M |
| RFG Holdings, Inc. | 7.89% | Add +8.8% | 1,036,395 | $24.3M |
| iA Global Asset Management Inc. | 0.40% | Add +81.0% | 995,570 | $23.3M |
| Voya Investment Management LLC | 0.03% | Reduce -1.6% | 973,974 | $22.8M |
| Bensler, LLC | 2.81% | Reduce -0.3% | 959,029 | $22.5M |
| Madison Asset Management, LLC | 0.25% | Add +111.6% | 944,127 | $22.1M |
| Osaic Holdings, Inc. | 0.05% | Add +11.8% | 906,557 | $21.2M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -1.3% | 898,132 | $21.0M |
| Kohmann Bosshard Financial Services, LLC | 2.48% | Add +3.7% | 897,362 | $21.0M |
| Victory Capital Management Inc. | 0.02% | Reduce -0.6% | 889,981 | $20.8M |
| Hilltop Partners LLC | 6.95% | Add +17.2% | 879,151 | $20.6M |
| Farther Finance Advisors, LLC | 0.51% | Add +21.9% | 857,993 | $20.0M |
| Assetmark, Inc. | 0.05% | Add +10.4% | 822,047 | $19.3M |
| American Century Companies Inc. | 0.01% | No change | 809,788 | $19.0M |
| Syntegra Private Wealth Group, LLC | 2.19% | Reduce -4.8% | 798,966 | $18.7M |
| Atlas Private Wealth Advisors | 2.57% | Reduce -19.4% | 786,303 | $18.4M |
| Royal Bank of Canada | 0.00% | Add +211.0% | 778,244 | $18.2M |
| Potomac Fund Management Inc. | 7.54% | New | 732,526 | $17.2M |
| Truist Financial Corp. | 0.03% | Add +32.3% | 727,394 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -6.4% | 691,095 | $16.2M |
| One Capital Management, LLC | 0.54% | Add +1.3% | 684,280 | $16.0M |
| Willis Johnson & Associates, Inc. | 1.21% | Add +2.7% | 682,339 | $16.0M |
| Asset Allocation & Management Company, LLC | 8.06% | Add +20.9% | 680,101 | $15.9M |
| Inspire Advisors, LLC | 1.69% | Add +20.8% | 625,281 | $14.6M |
| SAM Advisors, LLC | 5.43% | New | 618,666 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Add +96.6% | 617,310 | $14.5M |
| State Street Corp. | 0.00% | Reduce -29.2% | 591,400 | $13.9M |
| Deutsche Bank AG | 0.01% | New | 575,000 | $13.5M |
| Onyx Bridge Wealth Group LLC | 1.84% | Add +56.1% | 546,845 | $12.8M |
| Iowa State Bank | 2.68% | Add +24.5% | 539,030 | $12.6M |
| Mgo One Seven LLC | 0.48% | Add +45.3% | 525,481 | $12.3M |
| Financial Futures Ltd Liability Co. | 6.91% | Add +6.0% | 520,285 | $12.2M |
| Confluence Investment Management LLC | 0.17% | Add +1.9% | 505,720 | $11.8M |
| OneDigital Investment Advisors LLC | 0.14% | Add +4.3% | 501,853 | $11.8M |
| DT Investment Partners, LLC | 1.02% | Reduce -4.7% | 453,373 | $10.6M |
| NewSquare Capital LLC | 0.85% | Add +0.1% | 445,689 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +5093.7% | 442,812 | $10.4M |
| Great Valley Advisor Group, Inc. | 0.22% | Reduce -4.4% | 437,639 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | No change | 421,512 | $10.0M |
| Diversify Wealth Management, LLC | 0.74% | Add +28.9% | 426,477 | $10.0M |
| CNO Financial Group, Inc. | 8.23% | — | 420,000 | $9.8M |
| BNP Paribas Financial Markets | 0.01% | Add +394.0% | 412,648 | $9.7M |
| Principal Securities, Inc. | 0.21% | No change | 403,614 | $9.5M |
| AlphaStar Capital Management, LLC | 0.95% | Add +10.2% | 402,687 | $9.4M |
| Csenge Advisory Group | 0.53% | Add +0.5% | 409,193 | $9.4M |
| 5th Street Advisors, LLC | 4.40% | Add +4.3% | 389,661 | $9.1M |
| Waterloo Capital, L.P. | 0.84% | Reduce -5.3% | 387,172 | $9.1M |
| Horizon Financial Services, LLC | 4.74% | Add +4.9% | 363,209 | $8.5M |
| Horizon Investment Services, LLC | 3.96% | Add +7.7% | 348,241 | $8.2M |
| Omega Financial Group, LLC | 3.02% | Add +5.3% | 335,700 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Add +10.4% | 322,580 | $7.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -5.1% | 306,887 | $7.2M |
| UBS Group AG | 0.00% | Add +5.3% | 306,009 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -18.9% | 297,647 | $7.0M |
| HRT Financial LP | 0.04% | Add +586.8% | 297,454 | $7.0M |
| Winthrop Capital Management, LLC | 1.89% | Add +3.9% | 293,567 | $6.9M |
| ProVise Management Group, LLC | 0.58% | Add +12.4% | 292,725 | $6.9M |
| Equitable Holdings, Inc. | 0.06% | Add +3.1% | 291,855 | $6.8M |
| Strategic Financial Planning, Inc. | 4.57% | Add +0.2% | 282,920 | $6.6M |
| AE Wealth Management LLC | 0.06% | Add +4.6% | 279,289 | $6.5M |
| Susquehanna International Group, LLP | 0.01% | Add +22.6% | 267,729 | $6.3M |
| Aire Advisors, LLC | 1.28% | Add +0.8% | 260,577 | $6.1M |
| Trustmark Bank Trust Department | 0.45% | No change | 258,500 | $6.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +49.5% | 254,656 | $6.0M |
| Mariner, LLC | 0.01% | Add +54.2% | 254,095 | $6.0M |
"% 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.