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 |
| Apella Capital, LLC | 0.19% | Add +1102.6% | 246,276 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.4% | 232,699 | $5.4M |
| &partners | 0.06% | Add +15.8% | 224,715 | $5.3M |
| Impact Partnership Wealth, LLC | 1.06% | Add +2.7% | 212,889 | $5.0M |
| Diversify Advisory Services, LLC | 0.31% | Reduce -91.2% | 211,988 | $5.0M |
| Perigon Wealth Management, LLC | 0.12% | Add +6.8% | 206,833 | $4.8M |
| Zacks Investment Management | 0.05% | Add +0.5% | 206,414 | $4.8M |
| Meridian Wealth Management, LLC | 0.23% | Add +17.4% | 204,556 | $4.8M |
| Horizon Investments, LLC | 0.14% | Add +2.3% | 299,736 | $4.8M |
| FLC Capital Advisors | 1.07% | Add +2.5% | 203,231 | $4.8M |
| Geneos Wealth Management Inc. | 0.16% | Add +150.8% | 203,097 | $4.8M |
| Marmo Financial Group, LLC | 2.60% | Add +76.6% | 203,079 | $4.8M |
| Financial Architects, LLC | 3.01% | Add +2.1% | 201,385 | $4.7M |
| Prosperity Wealth Management, Inc. | 2.19% | Add +920.8% | 199,138 | $4.7M |
| Stadion Money Management, LLC | 0.45% | Reduce -6.6% | 191,765 | $4.5M |
| Financial Life Advisors | 1.66% | New | 190,634 | $4.5M |
| RiverFront Investment Group, LLC | 0.10% | New | 187,104 | $4.4M |
| Alaska Wealth Advisors, LLC | 0.65% | Reduce -7.0% | 178,515 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.2% | 174,978 | $4.1M |
| Bush Investment Group, LLC | 3.02% | Add +2.3% | 171,391 | $4.0M |
| Flagship Harbor Advisors, LLC | 0.21% | Reduce -9.7% | 170,708 | $4.0M |
| Carl P. Sherr & Co., LLC | 2.12% | Add +59.6% | 165,505 | $3.9M |
| Hurlow Wealth Management Group, Inc. | 1.19% | Add +6.9% | 162,919 | $3.8M |
| Hobart Private Capital, LLC | 0.95% | Add +406.2% | 162,547 | $3.8M |
| Capitolis Liquid Global Markets LLC | 0.03% | New | 159,300 | $3.7M |
| RFG Advisory, LLC | 0.10% | Add +58.2% | 159,091 | $3.7M |
| Verus Wealth Management, LLC | 4.05% | Add +3.1% | 157,909 | $3.7M |
| Quartz Partners, LLC | 2.19% | Add +37.6% | 154,095 | $3.6M |
| Rogco, LP | 1.43% | Add +3.6% | 152,398 | $3.6M |
| Merit Financial Group, LLC | 0.05% | New | 151,501 | $3.5M |
| Arvest Investments, Inc. | 0.56% | Add +11.6% | 150,358 | $3.5M |
| Sterneck Capital Management, LLC | 1.90% | Add +3.8% | 149,790 | $3.5M |
| Caitlin John, LLC | 3.36% | Add +57.2% | 146,241 | $3.4M |
| Compound Planning, Inc. | 0.16% | Add +9.3% | 146,159 | $3.4M |
| Citigroup Inc. | 0.00% | Reduce -7.5% | 141,219 | $3.3M |
| HF Advisory Group, LLC | 1.43% | Add +13.2% | 139,601 | $3.3M |
| Meriwether Wealth & Planning, LLC | 1.95% | Add +14.3% | 127,377 | $3.0M |
| Appleton Partners Inc. | 0.23% | Add +3.9% | 124,988 | $2.9M |
| MCF Advisors LLC | 0.20% | Add +1.1% | 119,359 | $2.8M |
| Brookstone Capital Management | 0.04% | Add +3.2% | 118,324 | $2.8M |
| Trivium Point Advisory, LLC | 0.34% | Add +23.7% | 118,250 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.1% | 117,381 | $2.7M |
| Michels Family Financial, LLC | 2.47% | Add +2.7% | 116,526 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -33.3% | 116,013 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -9.3% | 114,513 | $2.7M |
| CGN Advisors LLC | 0.26% | Add +5.0% | 114,107 | $2.7M |
| K2 Financial Inc. | 2.58% | Add +5.0% | 114,897 | $2.6M |
| Independent Financial Group, LLC | 0.09% | Reduce -17.5% | 111,391 | $2.6M |
| Mechanics Financial Corp | 1.16% | Add +3.3% | 109,598 | $2.6M |
| Virtue Capital Management, LLC | 0.29% | New | 106,077 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | No change | 102,500 | $2.4M |
| Cary Street Partners Financial LLC | 0.07% | Add +16.6% | 100,649 | $2.4M |
| Binnacle Investments Inc | 1.71% | — | 100,009 | $2.3M |
| Veery Capital, LLC | 0.91% | Add +0.7% | 99,692 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +47.1% | 98,729 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +122.8% | 95,601 | $2.2M |
| Aurora Private Wealth, Inc. | 1.77% | Add +10.8% | 94,589 | $2.2M |
| Cannon Wealth Management Services, LLC | 1.94% | Add +1.9% | 93,719 | $2.2M |
| Cibc World Markets Corp. | 0.02% | New | 92,141 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.96% | Add +50.5% | 90,189 | $2.1M |
| SigFig Wealth Management, LLC | 0.08% | Add +31.9% | 89,610 | $2.1M |
| Founders Financial Securities LLC | 0.18% | Add +6.1% | 89,438 | $2.1M |
| Fiduciary Alliance LLC | 0.20% | Add +6.4% | 88,218 | $2.1M |
| Brighton Securities Corp. | 1.00% | Add +6.0% | 87,862 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +203.5% | 86,731 | $2.0M |
| Convergence Financial, LLC | 0.39% | Add +2.8% | 85,526 | $2.0M |
| Diversified Enterprises, LLC | 0.17% | Add +50.9% | 85,483 | $2.0M |
| Revisor Wealth Management LLC | 0.89% | Add +74.9% | 85,189 | $2.0M |
| Nations Financial Group Inc, /Ia/ | 0.15% | New | 84,857 | $2.0M |
| Sunesis Advisors, LLC | 1.07% | No change | 84,111 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Reduce -23.6% | 83,547 | $2.0M |
| Sound Stewardship, LLC | 1.10% | Add +0.1% | 82,753 | $1.9M |
| Lifeworks Advisors, LLC | 0.32% | Add +202.7% | 81,076 | $1.9M |
| Modern Wealth Management, LLC | 0.06% | Add +36.7% | 80,436 | $1.9M |
| Stephens Inc. | 0.03% | Add +35.4% | 80,230 | $1.9M |
| Endeavor Private Wealth, Inc. | 1.00% | Add +646.3% | 78,634 | $1.8M |
| Nikulski Financial, Inc. | 0.54% | Reduce -1.4% | 76,169 | $1.8M |
| Armstrong Advisory Group, Inc. | 0.14% | No change | 75,515 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +0.8% | 75,474 | $1.8M |
| GPS Wealth Strategies Group, LLC | 0.23% | Add +329.9% | 73,823 | $1.7M |
| Sheets Smith Wealth Management | 0.21% | Add +0.6% | 73,681 | $1.7M |
| Timonier Family Office, LTD. | 0.76% | Add +52.2% | 73,470 | $1.7M |
| Townsquare Capital LLC | 0.02% | Add +61.8% | 72,090 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -12.8% | 70,759 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +20.6% | 69,598 | $1.6M |
| Arkadios Wealth Advisors | 0.06% | Add +101.0% | 68,769 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +40.4% | 68,473 | $1.6M |
| Garde Capital, Inc. | 0.09% | New | 67,140 | $1.6M |
| Herold Advisors, Inc. | 0.34% | Add +7.4% | 66,340 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +25.1% | 66,315 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Add +47.8% | 65,300 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +28.1% | 63,734 | $1.5M |
| Seeds Investor LLC | 0.42% | Add +3.2% | 63,308 | $1.5M |
| StoneX Group Inc. | 0.08% | Add +15.2% | 62,811 | $1.5M |
| Rede Wealth, LLC | 0.51% | Add +9.0% | 61,676 | $1.4M |
| Grantvest Financial Group LLC | 1.17% | Reduce -6.9% | 61,368 | $1.4M |
| Sovran Advisors, LLC | 0.19% | Add +11.4% | 62,439 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Add +1.6% | 61,267 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -10.2% | 60,270 | $1.4M |
| Rialto Wealth Management, LLC | 0.44% | Add +9.8% | 59,956 | $1.4M |
| Optas, LLC | 0.24% | Reduce -1.9% | 59,216 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Add +12.8% | 57,045 | $1.3M |
| LaSalle St. Investment Advisors, LLC | 0.31% | Add +126.4% | 56,705 | $1.3M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +5.2% | 56,416 | $1.3M |
| Marks Group Wealth Management, Inc | 0.13% | New | 56,054 | $1.3M |
| Foster & Motley Inc. | 0.08% | Add +1.8% | 55,921 | $1.3M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -5.7% | 54,331 | $1.3M |
| VanderPol Investments L.L.C. | 2.66% | Add +14.1% | 53,672 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.7% | 53,632 | $1.3M |
| Stokes Family Office, LLC | 0.14% | Add +173.9% | 53,613 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Reduce -9.9% | 53,405 | $1.3M |
| SWP Financial LLC | 0.75% | Add +4.5% | 52,079 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -25.2% | 51,443 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +13.4% | 51,304 | $1.2M |
| Austin Private Wealth, LLC | 0.11% | Add +177.9% | 50,422 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Add +4.2% | 48,641 | $1.1M |
| United Advisor Group, LLC | 0.23% | Add +14.3% | 48,398 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Add +1.1% | 47,948 | $1.1M |
| Index Fund Advisors, Inc. | 0.07% | Reduce -48.7% | 46,822 | $1.1M |
| Continuum Advisory, LLC | 0.14% | Add +36.0% | 46,796 | $1.1M |
| Simplicity Wealth,LLC | 0.08% | Reduce -34.6% | 46,508 | $1.1M |
| City National Bank of Florida | 0.98% | Reduce -37.3% | 46,508 | $1.1M |
| New Insight Wealth Advisors | 0.49% | Add +10.3% | 46,278 | $1.1M |
| Centaurus Financial, Inc. | 0.07% | Add +8.7% | 46,010 | $1.1M |
| Calamos Advisors LLC | 0.01% | Add +135.1% | 45,351 | $1.1M |
| Redwood Financial Network Corp | 0.81% | Reduce -0.1% | 45,307 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 45,220 | $1.1M |
| Keystone Wealth Services, LLC | 0.29% | Add +0.4% | 45,204 | $1.1M |
| Capital Wealth Management, LLC | 0.43% | Add +3.2% | 44,286 | $1.0M |
| Fermata Advisors, LLC | 0.19% | Add +8.6% | 44,233 | $1.0M |
| Barclays PLC | 0.00% | No change | 43,010 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +0.9% | 42,693 | $1000K |
| Stewardship Advisors, LLC | 0.26% | Add +15.6% | 40,514 | $949K |
| Silver Oak Securities, Incorporated | 0.09% | New | 39,757 | $931K |
| Brown Financial Advisory | 0.58% | Add +2.0% | 39,448 | $924K |
| Cahill Financial Advisors Inc. | 0.12% | Reduce -13.1% | 37,645 | $882K |
| TrueMark Investments, LLC | 0.23% | New | 37,405 | $876K |
| South Plains Financial, Inc. | 0.68% | Add +0.8% | 37,064 | $868K |
| Creative Planning | 0.00% | Reduce -7.1% | 36,870 | $864K |
| Prevail Innovative Wealth Advisors, LLC | 0.23% | Add +53.0% | 36,202 | $848K |
| Park Avenue Securities LLC | 0.01% | Reduce -1.9% | 35,062 | $821K |
| Signet Financial Management, LLC | 0.11% | New | 34,853 | $816K |
| Towne Trust Company, N.A | 0.29% | Add +1343.1% | 34,836 | $816K |
| Pathstone Holdings, LLC | 0.00% | No change | 32,530 | $762K |
| Advisors Asset Management, Inc. | 0.01% | Add +9.8% | 32,516 | $762K |
| Oppenheimer & Co. Inc. | 0.01% | Add +59.9% | 32,275 | $756K |
| Inscription Capital, LLC | 0.12% | — | 31,485 | $739K |
| Wealth Group, Ltd. | 0.47% | Add +20.8% | 31,074 | $728K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -25.4% | 31,049 | $727K |
| SMH Capital Advisors Inc. | 1.63% | Reduce -50.0% | 30,000 | $703K |
| Catalyst Capital Advisors LLC | 0.01% | Reduce -50.0% | 30,000 | $703K |
| Provenance Wealth Advisors, LLC | 0.10% | No change | 29,642 | $694K |
| Pacific Financial Group Inc. | 0.56% | Reduce -32.0% | 29,598 | $693K |
| Ascentis Independent Advisors | 0.14% | Add +72.1% | 29,504 | $691K |
| Savant Capital, LLC | 0.01% | New | 29,006 | $679K |
| Compass Ion Advisors, LLC | 0.08% | Reduce -0.2% | 28,935 | $678K |
| Maia Wealth LLC | 0.15% | Add +17.2% | 29,110 | $664K |
| Note Advisors, LLC | 0.53% | New | 27,402 | $642K |
| MainStreet Investment Advisors LLC | 0.09% | Add +4.3% | 27,120 | $635K |
| Exchange Bank | 0.51% | Reduce -4.7% | 27,046 | $633K |
| Godshalk Welsh Capital Management, Inc. | 0.41% | Add +0.1% | 26,750 | $626K |
| Visionary Wealth Advisors | 0.04% | Reduce -3.5% | 26,749 | $626K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +5.2% | 26,696 | $625K |
| Aspire Private Capital, LLC | 0.16% | Reduce -27.6% | 26,665 | $624K |
| Fifth Third Securities, Inc. | 0.05% | Add +2.3% | 26,523 | $621K |
| Ehrlich Financial Group | 0.45% | Add +45.8% | 26,143 | $612K |
| Leslie Global Wealth, LLC | 0.29% | Reduce -3.8% | 25,682 | $601K |
| Trilogy Capital Inc. | 0.03% | Reduce -18.5% | 25,670 | $601K |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -7.1% | 25,422 | $595K |
| Moller Wealth Partners | 0.15% | New | 25,326 | $593K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Add +1.7% | 25,234 | $591K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +2.8% | 25,090 | $588K |
| Sound Income Strategies, LLC | 0.03% | New | 24,996 | $585K |
| GeoWealth Management, LLC | 0.02% | New | 23,204 | $543K |
| Lion Street Advisors, LLC | 0.17% | No change | 23,000 | $539K |
| PFG Advisors | 0.03% | New | 22,397 | $525K |
| Harbour Investments, Inc. | 0.01% | Add +5.4% | 22,364 | $524K |
| Yoffe Investment Management, LLC | 0.76% | Add +0.6% | 22,064 | $517K |
| TFG Advisers LLC | 0.19% | Add +37.3% | 21,880 | $512K |
| Auour Investments LLC | 0.18% | Add +5.9% | 21,899 | $509K |
| Fairman Group, LLC | 0.46% | No change | 21,335 | $501K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.8% | 20,123 | $471K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -43.5% | 19,451 | $455K |
| Consolidated Portfolio Review Corp | 0.07% | Reduce -9.2% | 19,223 | $450K |
| Spire Wealth Management | 0.01% | Reduce -2.0% | 19,206 | $450K |
| Collaborative Wealth Managment Inc. | 0.21% | Reduce -1.3% | 18,918 | $443K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -4.8% | 18,811 | $441K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -4.8% | 18,811 | $441K |
| Portland Financial Advisors Inc | 1.09% | Add +62.3% | 18,235 | $427K |
| Calton & Associates, Inc. | 0.10% | New | 17,847 | $418K |
| Parkwoods Wealth Partners, LLC | 0.28% | New | 17,694 | $414K |
| IFP Advisors, Inc | 0.01% | Add +34.8% | 17,691 | $414K |
| Center For Asset Management LLC | 0.25% | Add +61.7% | 17,576 | $412K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -24.3% | 17,084 | $400K |
| PFG Investments, LLC | 0.03% | New | 17,035 | $399K |
| WPG Advisers, LLC | 0.37% | Reduce -5.5% | 16,810 | $394K |
| Compass Capital Corp. /Ma/ | 0.21% | Reduce -28.8% | 17,201 | $393K |
| National Bank of Canada | 0.00% | Reduce -92.6% | 16,546 | $387K |
| Millennium Management | 0.00% | Reduce -20.5% | 16,262 | $381K |
| Invesco Ltd. | 0.00% | New | 16,000 | $375K |
| Advisory Services Network, LLC | 0.01% | Add +71.2% | 15,909 | $373K |
| Betterment LLC | 0.00% | Reduce -28.8% | 15,904 | $372K |
| Northwest Capital Management Inc | 0.15% | Add +85.4% | 15,864 | $372K |
| United Capital Financial Advisors, LLC | 0.00% | Add +6.8% | 15,823 | $371K |
| Instrumental Wealth, LLC | 0.33% | Add +4.1% | 15,803 | $368K |
| Investor's Fiduciary Advisor Network, LLC | 0.17% | No change | 15,680 | $367K |
| WBH Advisory Inc. | 0.03% | Add +51.6% | 15,376 | $360K |
| Peak Financial Advisors LLC | 0.18% | Add +2.7% | 15,271 | $358K |
| World Investment Advisors | 0.01% | Add +68.6% | 15,170 | $355K |
| Bell Investment Advisors, Inc | 0.06% | Add +12.1% | 14,949 | $350K |
| Two Sigma Securities, LLC | 0.05% | New | 14,942 | $350K |
| BlueStem Wealth Partners, LLC | 0.05% | Reduce -97.2% | 14,924 | $350K |
| Scott Capital Advisors, LLC | 0.10% | Add +1.0% | 14,753 | $346K |
| McNaughton Wealth Management, LLC | 0.17% | Reduce -89.3% | 14,590 | $342K |
| Tounjian Advisory Partners, LLC | 0.06% | — | 14,576 | $341K |
| Napatree Capital LLC | 0.19% | No change | 14,560 | $341K |
| Coppell Advisory Solutions LLC | 0.05% | Reduce -1.8% | 14,562 | $340K |
| Phillips Financial Management, LLC | 0.03% | Add +1.5% | 14,361 | $336K |
| Corient Private Wealth LP | 0.00% | New | 14,044 | $329K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -7.2% | 13,786 | $323K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -0.7% | 13,572 | $318K |
| LaFleur & Godfrey LLC | 0.04% | Add +0.7% | 13,543 | $317K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.33% | Reduce -23.4% | 13,513 | $316K |
| Sowell Financial Services LLC | 0.01% | Add +24.8% | 13,423 | $314K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +10.3% | 13,298 | $311K |
| SVB Wealth LLC | 0.01% | Add +6.4% | 13,245 | $310K |
| Key Financial Inc | 0.07% | No change | 13,243 | $310K |
| BTS Asset Management, Inc. | 0.35% | Reduce -72.0% | 13,180 | $309K |
| Certified Advisory Corp | 0.03% | Add +5.2% | 13,064 | $306K |
| Nwam LLC | 0.03% | Reduce -83.9% | 12,905 | $302K |
| FSB Premier Wealth Management, Inc. | 0.12% | Reduce -34.1% | 12,684 | $297K |
| Strategic Investment Advisors / MI | 0.03% | Add +0.9% | 12,682 | $297K |
| Acorn Wealth Advisors, LLC | 0.12% | Add +18.3% | 12,464 | $292K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -0.6% | 12,334 | $289K |
| Certuity, LLC | 0.03% | New | 12,308 | $288K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 11,990 | $281K |
| Next Level Wealth Planning, LLC | 0.21% | New | 11,687 | $274K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +13.7% | 11,578 | $271K |
| Ariadne Wealth Management, LP | 0.14% | Reduce -5.6% | 11,672 | $271K |
| Rossby Financial, LCC | 0.12% | New | 11,591 | $270K |
| Petra Financial Advisors Inc. | 0.22% | Reduce -5.4% | 11,522 | $270K |
| Lynx Investment Advisory | 0.18% | Reduce -11.2% | 11,376 | $266K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.6% | 11,334 | $265K |
| Signal Advisors Wealth, LLC | 0.03% | Reduce -17.3% | 11,310 | $265K |
| DAVENPORT & Co LLC | 0.00% | New | 11,300 | $265K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.2% | 11,115 | $260K |
| Runnymede Capital Advisors, Inc. | 0.25% | No change | 11,053 | $259K |
| Madden Advisory Services, Inc. | 0.12% | Add +0.1% | 10,896 | $255K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -7.0% | 10,807 | $253K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.7% | 10,762 | $252K |
| Lanark Financial, Inc. | 0.02% | — | 10,793 | $252K |
| International Assets Investment Management, LLC | 0.02% | New | 10,614 | $249K |
| Birch Financial Group, LLC | 0.22% | Reduce -45.8% | 10,611 | $248K |
| Wealthspire Retirement, LLC | 0.02% | Reduce -37.3% | 10,609 | $248K |
| Keystone Financial Group | 0.03% | No change | 10,575 | $248K |
| Financial Advocates Investment Management | 0.02% | Reduce -17.8% | 10,573 | $248K |
| Good Life Advisors, LLC | 0.02% | Add +14.7% | 10,475 | $245K |
| Authentikos Wealth Advisory, LLC | 0.19% | New | 10,365 | $243K |
| KFG Wealth Management, LLC | 0.04% | Reduce -14.6% | 10,337 | $242K |
| Symphony Financial Services, Inc. | 0.16% | Reduce -6.4% | 10,300 | $241K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.0% | 10,224 | $239K |
| Cresset Asset Management, LLC | 0.00% | Add +1.8% | 10,152 | $238K |
| Dimension Capital Management LLC | 0.04% | No change | 9,829 | $230K |
| Bank of Montreal | 0.00% | No change | 9,655 | $226K |
| NorthStar Asset Management LLC | 0.14% | Add +3.2% | 9,391 | $220K |
| Accel Wealth Management | 0.07% | New | 8,616 | $202K |
| Integrity Wealth Solutions LLC | 0.11% | New | 8,607 | $202K |
| FSA Advisors, Inc. | 0.16% | Reduce -4.6% | 8,593 | $201K |
| Quadrant Capital Group LLC | 0.01% | Add +70.0% | 8,500 | $199K |
| Arax Advisory Partners | 0.01% | Add +7079.8% | 8,185 | $192K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -1.4% | 7,526 | $176K |
| Battery Global Advisors, LLC | 0.09% | Add +38.1% | 7,254 | $170K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.7% | 7,160 | $168K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 7,148 | $167K |
| MAI Capital Management | 0.00% | Reduce -2.4% | 6,894 | $161K |
| EP Wealth Advisors, LLC | 0.00% | Add +1.5% | 5,896 | $138K |
| Private Trust Co. NA | 0.01% | No change | 5,755 | $135K |
| Investment Research & Advisory Group, Inc. | 0.06% | Add +26.3% | 5,719 | $134K |
| CoreCap Advisors, LLC | 0.01% | Add +7.2% | 5,711 | $134K |
| Whittier Trust Co. | 0.00% | Add +292.1% | 5,470 | $128K |
| Jackson Hole Capital Partners, LLC | 0.02% | New | 5,181 | $121K |
| Morton Brown Family Wealth, LLC | 0.04% | New | 5,102 | $119K |
| Wayfinding Financial, LLC | 0.05% | New | 5,008 | $117K |
| Redmont Wealth Advisors LLC | 0.21% | New | 4,529 | $106K |
| Westend Capital Management, LLC | 0.04% | New | 4,501 | $105K |
| WASHINGTON TRUST Co | 0.00% | Add +103.4% | 4,277 | $100K |
| 2UniFi Bank | 0.06% | Add +11.7% | 4,102 | $98K |
| Founders Financial Alliance, LLC | 0.02% | Add +9.3% | 4,160 | $97K |
| Howe & Rusling Inc. | 0.01% | Add +47.5% | 4,151 | $97K |
| Ameriflex Group, Inc. | 0.04% | Add +0.3% | 4,090 | $96K |
| Woodside Wealth Management LLC | 0.09% | — | 3,990 | $93K |
| AdvisorNet Financial, Inc | 0.01% | Add +22.0% | 3,535 | $83K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -4.1% | 3,377 | $79K |
| WealthTrak Capital Management LLC | 0.06% | Reduce -92.8% | 2,835 | $66K |
| Realta Investment Advisors | 0.03% | Add +3.7% | 2,602 | $61K |
| Bogart Wealth, LLC | 0.00% | Reduce -12.7% | 2,278 | $53K |
| Tompkins Financial Corp. | 0.01% | No change | 2,212 | $52K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.2% | 1,682 | $39K |
| Center for Financial Planning, Inc. | 0.00% | New | 1,635 | $38K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +145.4% | 1,620 | $38K |
| Whipplewood Advisors, LLC | 0.02% | Reduce -98.3% | 28 | $38K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -27.4% | 1,663 | $37K |
| Urban Financial Advisory Corp | 0.02% | Add +1.3% | 1,559 | $37K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -77.3% | 1,525 | $36K |
| Blair William & Co. | 0.00% | Reduce -24.6% | 1,509 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -18.6% | 1,509 | $35K |
| Centennial Bank | 0.02% | New | 1,472 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Add +193.0% | 1,415 | $33K |
| Hollencrest Capital Management | 0.00% | No change | 1,364 | $32K |
| Tucker Asset Management LLC | 0.01% | Add +83.3% | 1,285 | $30K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -3.5% | 1,229 | $29K |
| Truvestments Capital LLC | 0.01% | No change | 1,173 | $27K |
| ORG Partners LLC | 0.01% | New | 1,115 | $26K |
| NorthRock Partners, LLC | 0.00% | Reduce -13.6% | 1,100 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,044 | $24K |
| Hexagon Capital Partners LLC | 0.00% | Add +2.4% | 1,006 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 767 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 753 | $18K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 717 | $17K |
| DB Fitzpatrick & Co, Inc | 0.01% | No change | 638 | $15K |
| Archer Investment Corp | 0.00% | No change | 609 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $14K |
| Fourth Dimension Wealth, LLC | 0.01% | No change | 510 | $12K |
| Graney & King, LLC | 0.01% | Add +1.2% | 501 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 500 | $12K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | New | 464 | $11K |
| FMR LLC | 0.00% | Reduce -13.8% | 461 | $11K |
| NFSG Corp | 0.00% | Add +1.3% | 454 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | New | 435 | $10K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -1.4% | 423 | $10K |
| Blue Trust, Inc. | 0.00% | New | 409 | $10K |
| Transce3nd, LLC | 0.00% | Reduce -10.7% | 402 | $9K |
| Richardson Financial Services Inc. | 0.01% | Reduce -17.9% | 386 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +9.6% | 364 | $9K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -78.1% | 268 | $6K |
| BlackRock, Inc. | 0.00% | Add +1.3% | 241 | $6K |
| Wolff Wiese Magana LLC | 0.00% | New | 229 | $5K |
| Dogwood Wealth Management LLC | 0.00% | No change | 215 | $5K |
| CENTRAL TRUST Co | 0.00% | Reduce -45.8% | 200 | $5K |
| TD Private Client Wealth LLC | 0.00% | New | 197 | $5K |
| Allworth Financial LP | 0.00% | New | 182 | $4K |
| Angeles Wealth Management, LLC | 0.00% | No change | 174 | $4K |
| Raleigh Capital Management Inc. | 0.00% | No change | 171 | $4K |
| Hurley Capital, LLC | 0.00% | New | 151 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 135 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | Reduce -32.7% | 101 | $2K |
| McClarren Financial Advisors, Inc. | 0.00% | New | 114 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 59 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 56 | $1K |
| Keystone Global Partners, LLC | 0.00% | — | 43 | $1K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.0% | 37 | $855 |
| Tidemark, LLC | 0.00% | New | 27 | $632 |
| Alaska Permanent Capital Management, LLC | 0.00% | No change | 12 | $281 |
| PFG Private Wealth Management, LLC | 0.00% | New | 10 | $234 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -98.5% | 6 | $141 |
"% 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.