SS SPDR P High Yield ETFSPHYETF
13F holders, Q2 2025 (June 30)452holders −3
56new positions
63sold out
2famous investors
$23.78avg. 13F price*
At the end of Q2 2025, 452 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, down 3 from Q1 2025. 56 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($961.4M), Ilmarinen Mutual Pension Insurance Co ($672.4M) and Sei Investments Co. ($399.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR P High Yield ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R606
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $319.8M |
| Exits | 63 | $115.2M |
All 13F filers, Q1 2025 → Q2 2025: 28,398,895 shares bought and 26,556,478 shares sold, net +1,842,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 452 holders
| Bank of America Corp. | 0.08% | Reduce -2.7% | 40,393,305 | $961.4M |
| Ilmarinen Mutual Pension Insurance Co | 5.41% | Reduce -8.3% | 28,250,000 | $672.4M |
| Sei Investments Co. | 0.46% | Add +5.2% | 16,769,188 | $399.1M |
| Wells Fargo & Company | 0.06% | Add +0.2% | 11,544,322 | $274.8M |
| Ocean Park Asset Management, LLC | 8.72% | No change | 10,493,576 | $245.8M |
| Vantagepoint Investment Advisers LLC | 17.83% | Add +2.2% | 7,469,670 | $177.8M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 4.54% | New | 7,014,494 | $166.9M |
| LPL Financial LLC | 0.05% | Add +14.3% | 6,571,446 | $156.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -21.2% | 6,453,787 | $153.6M |
| Municipal Employees' Retirement System of Michigan | 1.71% | No change | 5,954,325 | $141.7M |
| Neuberger Berman Group LLC | 0.11% | Add +298.5% | 5,898,369 | $140.4M |
| US Bancorp \de | 0.16% | Reduce -0.9% | 5,175,599 | $123.2M |
| Morgan Stanley | 0.01% | Add +0.3% | 5,044,457 | $120.1M |
| Adventist Health System Sunbelt Healthcare Corp. | 6.29% | Reduce -7.4% | 3,432,661 | $81.7M |
| 1832 Asset Management L.P. | 0.14% | Add +4.2% | 3,399,653 | $80.9M |
| Kensington Asset Management, LLC | 5.97% | Reduce -20.5% | 3,323,020 | $79.1M |
| State of New Jersey Common Pension Fund D | 0.31% | Reduce -15.3% | 3,316,858 | $78.9M |
| Advisory Alpha, LLC | 2.41% | Reduce -1.7% | 3,250,699 | $77.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -47.6% | 3,072,223 | $73.1M |
| MML Investors Services, LLC | 0.18% | Add +55.5% | 2,567,446 | $61.1M |
| Capital Analysts, LLC | 1.76% | Add +3.3% | 2,222,540 | $52.9M |
| Principal Financial Group Inc. | 0.03% | New | 2,146,080 | $51.1M |
| Nepc LLC | 1.12% | Add +38.1% | 1,854,617 | $44.1M |
| NEOS Investment Management LLC | 0.53% | Add +17.9% | 1,804,701 | $42.7M |
| Cornerstone Enterprises, LLC | 21.96% | Add +1.7% | 1,714,236 | $40.8M |
| Bokf, NA | 0.59% | Add +0.6% | 1,523,072 | $36.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.4% | 1,518,902 | $36.1M |
| Cetera Investment Advisers | 0.06% | Reduce -21.7% | 1,372,082 | $32.7M |
| Farther Finance Advisors, LLC | 0.65% | Add +58.4% | 1,358,931 | $32.3M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +4.8% | 1,340,020 | $31.9M |
| Donoghue Forlines LLC | 8.48% | Reduce -8.2% | 1,249,580 | $29.7M |
| JPMorgan Chase & Co. | 0.00% | Add +102.2% | 1,248,456 | $29.7M |
| Madison Asset Management, LLC | 0.30% | Add +21.9% | 1,151,255 | $27.4M |
| Cwm, LLC | 0.10% | Add +2.2% | 1,136,665 | $27.1M |
| SageView Advisory Group, LLC | 1.00% | Add +4.0% | 1,117,534 | $26.5M |
| CNO Financial Group, Inc. | 15.71% | Add +154.3% | 1,068,000 | $25.4M |
| Rational Advisors, Inc. | 2.60% | Reduce -3.6% | 1,054,044 | $25.1M |
| RFG Holdings, Inc. | 7.17% | Add +0.4% | 1,040,552 | $24.8M |
| Voya Investment Management LLC | 0.03% | Add +4.6% | 1,018,898 | $24.2M |
| Benjamin Edwards Inc. | 0.31% | Reduce -54.7% | 1,017,515 | $24.2M |
| Toews Corp. | 3.42% | New | 987,300 | $23.5M |
| Renaissance Technologies | 0.03% | Reduce -20.1% | 968,800 | $23.1M |
| Osaic Holdings, Inc. | 0.04% | Add +5.2% | 953,224 | $22.7M |
| Victory Capital Management Inc. | 0.01% | Add +6.2% | 944,981 | $22.5M |
| Kohmann Bosshard Financial Services, LLC | 2.45% | Add +2.7% | 921,354 | $21.9M |
| Assetmark, Inc. | 0.05% | Add +11.2% | 913,915 | $21.8M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +0.6% | 903,301 | $21.5M |
| State Street Corp. | 0.00% | Add +42.5% | 842,866 | $20.1M |
| Belpointe Asset Management LLC | 0.84% | New | 842,702 | $20.1M |
| Asset Allocation & Management Company, LLC | 9.32% | Add +23.2% | 838,101 | $19.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +19.4% | 824,864 | $19.6M |
| American Century Companies Inc. | 0.01% | No change | 809,788 | $19.3M |
| Syntegra Private Wealth Group, LLC | 1.91% | Reduce -1.4% | 787,898 | $18.8M |
| Atlas Private Wealth Advisors | 2.26% | Reduce -6.3% | 736,377 | $17.5M |
| Willis Johnson & Associates, Inc. | 1.12% | Add +1.7% | 694,177 | $16.5M |
| Deutsche Bank AG | 0.01% | Add +14.1% | 656,200 | $15.6M |
| Bensler, LLC | 1.73% | Reduce -32.2% | 649,859 | $15.5M |
| Inspire Advisors, LLC | 1.60% | Add +3.6% | 647,665 | $15.4M |
| SAM Advisors, LLC | 5.32% | Add +4.5% | 646,434 | $15.4M |
| Truist Financial Corp. | 0.02% | Reduce -18.4% | 593,934 | $14.1M |
| Principal Securities, Inc. | 0.26% | Add +44.4% | 582,944 | $13.9M |
| Mgo One Seven LLC | 0.44% | Add +10.2% | 578,885 | $13.8M |
| Iowa State Bank | 2.59% | Add +1.5% | 547,338 | $13.0M |
| Financial Futures Ltd Liability Co. | 6.90% | Add +4.0% | 541,068 | $12.9M |
| Hilltop Partners LLC | 3.68% | Reduce -41.9% | 510,629 | $12.2M |
| Clearstead Advisors, LLC | 0.17% | Add +723.1% | 504,274 | $12.0M |
| AlphaStar Capital Management, LLC | 0.84% | Add +24.2% | 499,979 | $11.9M |
| Diversify Wealth Management, LLC | 0.73% | Add +17.4% | 500,765 | $11.9M |
| Apella Capital, LLC | 0.30% | Add +87.5% | 461,736 | $10.9M |
| NewSquare Capital LLC | 0.79% | Add +0.1% | 446,262 | $10.6M |
| DT Investment Partners, LLC | 0.94% | Reduce -3.2% | 439,031 | $10.4M |
| Csenge Advisory Group | 0.51% | Add +1.5% | 415,369 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -71.1% | 405,117 | $9.6M |
| 5th Street Advisors, LLC | 4.58% | Reduce -0.4% | 387,935 | $9.2M |
| Horizon Financial Services, LLC | 4.56% | Reduce -0.6% | 360,976 | $8.6M |
| Waterloo Capital, L.P. | 0.68% | Reduce -9.1% | 351,799 | $8.4M |
| Great Valley Advisor Group, Inc. | 0.18% | Reduce -21.6% | 342,997 | $8.2M |
| Onyx Bridge Wealth Group LLC | 1.08% | Reduce -37.5% | 341,822 | $8.1M |
| NewEdge Advisors, LLC | 0.04% | Add +5.5% | 340,238 | $8.1M |
| Omega Financial Group, LLC | 2.88% | Add +0.1% | 335,872 | $8.0M |
| Horizon Investment Services, LLC | 3.47% | Reduce -4.3% | 333,188 | $7.9M |
| Stifel Financial Corp. | 0.01% | Reduce -83.4% | 322,852 | $7.7M |
| Equitable Holdings, Inc. | 0.06% | Add +7.3% | 313,007 | $7.4M |
| UBS Group AG | 0.00% | Add +1.9% | 311,830 | $7.4M |
| AE Wealth Management LLC | 0.05% | Add +11.1% | 310,227 | $7.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 306,887 | $7.3M |
| Atria Investments, Inc | 0.09% | Add +497.6% | 306,565 | $7.3M |
| Bank of Nova Scotia | 0.01% | New | 300,000 | $7.1M |
| ProVise Management Group, LLC | 0.54% | Reduce -1.7% | 287,633 | $6.8M |
| Diversify Advisory Services, LLC | 0.26% | Add +32.8% | 281,431 | $6.7M |
| Winthrop Capital Management, LLC | 1.66% | Reduce -6.0% | 276,074 | $6.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.0% | 275,004 | $6.5M |
| Financial Life Advisors | 2.18% | Add +40.3% | 267,483 | $6.4M |
| Trustmark Bank Trust Department | 0.43% | No change | 258,500 | $6.2M |
| Aire Advisors, LLC | 1.19% | Reduce -1.3% | 257,265 | $6.1M |
| Little Harbor Advisors, LLC | 3.57% | New | 252,500 | $6.0M |
| &partners | 0.05% | Add +11.4% | 250,310 | $5.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.4% | 238,237 | $5.6M |
| Impact Partnership Wealth, LLC | 1.00% | Add +7.0% | 227,697 | $5.4M |
| Mariner, LLC | 0.01% | Reduce -12.0% | 223,586 | $5.3M |
| SG Americas Securities, LLC | 0.02% | New | 222,321 | $5.3M |
| Flagship Harbor Advisors, LLC | 0.25% | Add +27.7% | 218,046 | $5.2M |
| Quartz Partners, LLC | 2.25% | Add +33.9% | 206,333 | $4.9M |
| Geneos Wealth Management Inc. | 0.12% | Add +1.3% | 205,777 | $4.9M |
| Royal Bank of Canada | 0.00% | Reduce -73.6% | 205,230 | $4.9M |
| Marmo Financial Group, LLC | 2.43% | Add +1.1% | 205,235 | $4.9M |
| Meridian Wealth Management, LLC | 0.21% | Reduce -0.6% | 203,272 | $4.8M |
| Financial Architects, LLC | 2.90% | Reduce -0.5% | 200,315 | $4.8M |
| GenTrust, LLC | 0.22% | New | 199,646 | $4.8M |
| Prosperity Wealth Management, Inc. | 1.71% | Reduce -2.4% | 194,384 | $4.6M |
| Compound Planning, Inc. | 0.17% | Add +28.4% | 187,675 | $4.5M |
| Stadion Money Management, LLC | 0.35% | Reduce -5.6% | 180,965 | $4.3M |
| Hobart Private Capital, LLC | 0.96% | Add +9.6% | 178,074 | $4.2M |
| Hurlow Wealth Management Group, Inc. | 1.19% | Add +8.7% | 177,163 | $4.2M |
| Alaska Wealth Advisors, LLC | 0.60% | Reduce -1.8% | 175,310 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +81.1% | 173,167 | $4.1M |
| Bush Investment Group, LLC | 2.74% | Add +0.2% | 171,682 | $4.1M |
| Carl P. Sherr & Co., LLC | 2.06% | Add +3.4% | 171,147 | $4.1M |
| HF Advisory Group, LLC | 1.57% | Add +19.8% | 167,287 | $4.0M |
| Verus Wealth Management, LLC | 4.00% | Add +5.9% | 167,259 | $4.0M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -21.2% | 163,054 | $3.9M |
| Merit Financial Group, LLC | 0.04% | Add +5.5% | 159,840 | $3.8M |
| HRT Financial LP | 0.02% | Reduce -46.4% | 159,588 | $3.8M |
| Arvest Investments, Inc. | 0.56% | Add +3.6% | 155,751 | $3.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -13.2% | 151,954 | $3.6M |
| Sterneck Capital Management, LLC | 1.83% | Add +0.9% | 151,137 | $3.6M |
| Modern Wealth Management, LLC | 0.09% | Add +82.4% | 146,705 | $3.5M |
| Citigroup Inc. | 0.00% | Add +2.8% | 145,229 | $3.5M |
| IFP Advisors, Inc | 0.10% | Add +713.5% | 143,923 | $3.4M |
| RFG Advisory, LLC | 0.08% | Reduce -11.5% | 140,815 | $3.4M |
| Arkadios Wealth Advisors | 0.10% | Add +98.6% | 136,579 | $3.3M |
| Lanark Financial, Inc. | 0.26% | Add +1133.6% | 133,145 | $3.2M |
| Stonebridge Financial Planning Group, LLC | 1.32% | Add +47.3% | 132,887 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.8% | 131,267 | $3.1M |
| Meriwether Wealth & Planning, LLC | 1.94% | Add +2.2% | 130,235 | $3.1M |
| Quadrature Capital Ltd | 0.05% | New | 128,972 | $3.1M |
| CGN Advisors LLC | 0.27% | Add +11.4% | 127,083 | $3.0M |
| Appleton Partners Inc. | 0.21% | Add +1.5% | 126,845 | $3.0M |
| Trivium Point Advisory, LLC | 0.32% | Add +4.8% | 123,886 | $2.9M |
| SigFig Wealth Management, LLC | 0.10% | Add +36.5% | 122,337 | $2.9M |
| Michels Family Financial, LLC | 2.43% | Add +2.9% | 119,861 | $2.9M |
| K2 Financial Inc. | 2.51% | Add +5.3% | 121,032 | $2.8M |
| Capitolis Liquid Global Markets LLC | 0.02% | Reduce -25.1% | 119,300 | $2.8M |
| Cambria Investment Management, L.P. | 0.19% | New | 119,360 | $2.8M |
| MCF Advisors LLC | 0.19% | Reduce -0.9% | 118,254 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.3% | 115,765 | $2.8M |
| Comerica Bank | 0.01% | Reduce -93.1% | 114,456 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.1% | 113,562 | $2.7M |
| Brookstone Capital Management | 0.04% | Reduce -4.2% | 113,387 | $2.7M |
| Global Retirement Partners, LLC | 0.07% | — | 113,211 | $2.7M |
| Foundations Investment Advisors, LLC | 0.04% | Add +33.2% | 111,273 | $2.6M |
| Fifth Third Securities, Inc. | 0.20% | Add +318.9% | 111,092 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Add +10.2% | 110,929 | $2.6M |
| Zacks Investment Management | 0.02% | Reduce -46.7% | 110,062 | $2.6M |
| Diversified Enterprises, LLC | 0.19% | Add +27.6% | 109,101 | $2.6M |
| Binnacle Investments Inc | 1.64% | Add +5.8% | 105,792 | $2.5M |
| Independent Financial Group, LLC | 0.07% | Reduce -5.3% | 105,483 | $2.5M |
| Veery Capital, LLC | 0.86% | Add +4.9% | 104,598 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +45.8% | 103,135 | $2.5M |
| Allianz Asset Management GmbH | 0.00% | No change | 102,500 | $2.4M |
| Sound Income Strategies, LLC | 0.14% | Add +298.3% | 99,563 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -80.2% | 99,338 | $2.4M |
| Balefire, LLC | 0.51% | New | 98,812 | $2.4M |
| Aurora Private Wealth, Inc. | 1.70% | Add +2.1% | 96,582 | $2.3M |
| Kingsview Wealth Management, LLC | 0.04% | Add +38.5% | 96,391 | $2.3M |
| Cannon Wealth Management Services, LLC | 1.87% | Add +2.7% | 96,253 | $2.3M |
| Moller Wealth Partners | 0.51% | Add +279.7% | 96,165 | $2.3M |
| Heritage Oak Wealth Advisors LLC | 0.88% | New | 93,613 | $2.2M |
| Cibc World Markets Corp. | 0.01% | Add +0.9% | 93,012 | $2.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -68.8% | 92,867 | $2.2M |
| Brighton Securities Corp. | 1.20% | Add +5.2% | 92,438 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +8.3% | 91,899 | $2.2M |
| Convergence Financial, LLC | 0.37% | Add +6.9% | 91,394 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +32.3% | 90,562 | $2.1M |
| Timonier Family Office, LTD. | 0.79% | Add +20.3% | 88,376 | $2.1M |
| Empowered Funds, LLC | 0.02% | New | 87,740 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.4% | 87,074 | $2.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.9% | 86,918 | $2.1M |
| Fiduciary Alliance LLC | 0.15% | Reduce -1.7% | 86,698 | $2.1M |
| Sound Stewardship, LLC | 1.06% | Add +4.5% | 86,466 | $2.1M |
| Calamos Advisors LLC | 0.01% | Add +87.5% | 85,011 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | New | 84,627 | $2.0M |
| Simplicity Wealth,LLC | 0.08% | Add +81.7% | 84,520 | $2.0M |
| Martel Wealth Advisors LLC | 0.37% | New | 84,256 | $2.0M |
| Stephens Inc. | 0.03% | Add +0.8% | 80,839 | $1.9M |
| Rialto Wealth Management, LLC | 0.53% | Add +33.2% | 79,871 | $1.9M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +4.3% | 78,751 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 78,721 | $1.9M |
| Lifeworks Advisors, LLC | 0.28% | Reduce -3.0% | 78,672 | $1.9M |
| GPS Wealth Strategies Group, LLC | 0.21% | Add +6.1% | 78,295 | $1.9M |
| Nikulski Financial, Inc. | 0.50% | Add +1.6% | 77,382 | $1.8M |
| Dunhill Financial, LLC | 0.52% | New | 76,159 | $1.8M |
| Sheets Smith Wealth Management | 0.21% | Add +2.9% | 75,785 | $1.8M |
| Austin Private Wealth, LLC | 0.14% | Add +48.6% | 74,934 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -35.0% | 74,470 | $1.8M |
| SBI Securities Co., Ltd. | 0.05% | Add +36.7% | 74,282 | $1.8M |
| United Advisor Group, LLC | 0.30% | Add +51.3% | 73,216 | $1.7M |
| Seeds Investor LLC | 0.41% | Add +14.5% | 72,496 | $1.7M |
| Ameritas Advisory Services, LLC | 0.09% | Add +8.8% | 72,168 | $1.7M |
| Lantern Wealth Advisors, LLC | 0.98% | — | 69,459 | $1.7M |
| Creative Planning | 0.00% | Add +87.9% | 69,278 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Add +5.3% | 68,781 | $1.6M |
| Herold Advisors, Inc. | 0.34% | Add +3.4% | 68,594 | $1.6M |
| Garde Capital, Inc. | 0.09% | No change | 67,140 | $1.6M |
| Rede Wealth, LLC | 0.57% | Add +7.0% | 66,006 | $1.6M |
| Schroder Investment Management Group | 0.00% | New | 64,811 | $1.5M |
| Optas, LLC | 0.29% | Add +8.8% | 64,419 | $1.5M |
| Planwiser Financial, LLC | 1.30% | New | 64,154 | $1.5M |
| Continuum Advisory, LLC | 0.18% | Add +32.7% | 62,117 | $1.5M |
| SMH Capital Advisors Inc. | 3.35% | Add +106.7% | 62,000 | $1.5M |
| Catalyst Capital Advisors LLC | 0.03% | Add +106.7% | 62,000 | $1.5M |
| StoneX Group Inc. | 0.07% | Reduce -2.9% | 60,982 | $1.5M |
| Foster & Motley Inc. | 0.08% | Add +8.4% | 60,604 | $1.4M |
| Tempus Wealth Planning, LLC | 0.36% | New | 60,468 | $1.4M |
| Citadel Advisors | 0.00% | New | 59,405 | $1.4M |
| LaSalle St. Investment Advisors, LLC | 0.39% | Add +4.1% | 59,030 | $1.4M |
| Exencial Wealth Advisors, LLC | 0.05% | Add +4.3% | 58,871 | $1.4M |
| VanderPol Investments L.L.C. | 2.93% | Add +9.2% | 58,591 | $1.4M |
| Grantvest Financial Group LLC | 1.03% | Reduce -5.4% | 58,062 | $1.4M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -8.2% | 55,307 | $1.3M |
| Strategic Financial Planning, Inc. | 0.82% | Reduce -80.5% | 55,159 | $1.3M |
| WCG Wealth Advisors LLC | 0.08% | Reduce -5.4% | 53,969 | $1.3M |
| City National Bank of Florida | 0.93% | Add +15.0% | 53,484 | $1.3M |
| Avior Wealth Management, LLC | 0.04% | Reduce -4.9% | 50,774 | $1.2M |
| Signal Advisors Wealth, LLC | 0.09% | Add +346.7% | 50,520 | $1.2M |
| Towne Trust Company, N.A | 0.42% | Add +44.8% | 50,447 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Add +59.9% | 49,650 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +3.3% | 49,520 | $1.2M |
| WealthTrak Capital Management LLC | 0.98% | Add +1631.1% | 49,077 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Reduce -24.7% | 47,993 | $1.1M |
| Prevail Innovative Wealth Advisors, LLC | 0.25% | Add +29.7% | 46,952 | $1.1M |
| Index Fund Advisors, Inc. | 0.06% | No change | 46,822 | $1.1M |
| Capital Wealth Management, LLC | 0.41% | Add +5.1% | 46,550 | $1.1M |
| Maia Wealth LLC | 0.21% | Add +57.6% | 45,879 | $1.1M |
| Redwood Financial Network Corp | 0.73% | No change | 45,307 | $1.1M |
| Revisor Wealth Management LLC | 0.39% | Reduce -46.8% | 45,345 | $1.1M |
| Centaurus Financial, Inc. | 0.06% | Reduce -2.4% | 44,890 | $1.1M |
| Silver Oak Securities, Incorporated | 0.09% | Add +11.3% | 44,250 | $1.1M |
| Fermata Advisors, LLC | 0.28% | Reduce -0.4% | 44,059 | $1.0M |
| Sovran Advisors, LLC | 0.11% | Reduce -29.3% | 44,126 | $1.0M |
| Barclays PLC | 0.00% | No change | 43,010 | $1.0M |
| Brown Financial Advisory | 0.55% | Add +6.8% | 42,148 | $1.0M |
| Stewardship Advisors, LLC | 0.25% | Add +3.2% | 41,796 | $995K |
| New Insight Wealth Advisors | 0.41% | Reduce -9.8% | 41,765 | $994K |
| SWP Financial LLC | 0.53% | Reduce -21.6% | 40,812 | $971K |
| Whittier Trust Co. | 0.01% | Add +612.9% | 38,995 | $928K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -15.2% | 36,211 | $862K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -6.0% | 35,405 | $843K |
| Park Avenue Securities LLC | 0.01% | Add +0.9% | 35,378 | $842K |
| Keystone Wealth Services, LLC | 0.20% | Reduce -21.9% | 35,315 | $840K |
| Signet Financial Management, LLC | 0.10% | Add +0.2% | 34,929 | $831K |
| WealthPlan Investment Management, LLC | 0.06% | Add +36.9% | 34,809 | $828K |
| Provenance Wealth Advisors, LLC | 0.12% | Add +16.1% | 34,421 | $819K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.6% | 34,343 | $817K |
| Note Advisors, LLC | 0.56% | Add +25.0% | 34,259 | $815K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +77.7% | 33,420 | $795K |
| Endeavor Private Wealth, Inc. | 0.37% | Reduce -57.7% | 33,228 | $791K |
| Good Steward Wealth Advisors,LLC | 0.61% | New | 32,667 | $777K |
| Rockefeller Capital Management L.P. | 0.00% | New | 32,400 | $771K |
| Leslie Global Wealth, LLC | 0.41% | Add +25.9% | 32,344 | $770K |
| Novem Group | 0.09% | New | 30,760 | $732K |
| HighTower Advisors, LLC | 0.00% | Reduce -65.0% | 30,372 | $723K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +10.9% | 29,615 | $705K |
| Inscription Capital, LLC | 0.10% | Reduce -6.5% | 29,453 | $701K |
| Compass Ion Advisors, LLC | 0.07% | Add +0.1% | 28,956 | $689K |
| Trilogy Capital Inc. | 0.03% | Add +11.0% | 28,505 | $678K |
| Mission Hills Financial Advisory, LLC | 0.40% | New | 27,278 | $649K |
| Aspire Private Capital, LLC | 0.15% | Add +0.5% | 26,810 | $638K |
| Godshalk Welsh Capital Management, Inc. | 0.39% | No change | 26,750 | $637K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -17.9% | 26,501 | $631K |
| Exchange Bank | 0.50% | Reduce -2.5% | 26,369 | $628K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +156.9% | 26,266 | $625K |
| TFG Advisers LLC | 0.20% | Add +14.0% | 24,946 | $594K |
| Parkwoods Wealth Partners, LLC | 0.34% | Add +39.2% | 24,637 | $586K |
| Regal Investment Advisors LLC | 0.04% | New | 24,531 | $584K |
| Harbour Investments, Inc. | 0.01% | Add +5.4% | 23,574 | $561K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -7.0% | 23,480 | $559K |
| Authentikos Wealth Advisory, LLC | 0.38% | Add +122.4% | 23,050 | $549K |
| Auour Investments LLC | 0.19% | Add +5.2% | 23,044 | $548K |
| Two Sigma Securities, LLC | 0.07% | Add +53.3% | 22,911 | $545K |
| Yoffe Investment Management, LLC | 0.72% | Add +0.9% | 22,253 | $530K |
| Mechanics Financial Corp | 0.22% | Reduce -79.9% | 22,019 | $524K |
| Carolina Wealth Advisors, LLC | 0.25% | New | 21,413 | $510K |
| Fairman Group, LLC | 0.42% | No change | 21,335 | $508K |
| Peak Financial Advisors LLC | 0.25% | Add +34.3% | 20,515 | $488K |
| GatePass Capital, LLC | 0.32% | New | 20,200 | $481K |
| Bell Investment Advisors, Inc | 0.08% | Add +33.3% | 19,924 | $474K |
| Consolidated Portfolio Review Corp | 0.06% | Add +0.9% | 19,403 | $462K |
| Spire Wealth Management | 0.02% | No change | 19,206 | $457K |
| WBH Advisory Inc. | 0.04% | Add +23.9% | 19,048 | $453K |
| Portland Financial Advisors Inc | 1.05% | Add +1.2% | 18,455 | $439K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -4.3% | 18,101 | $431K |
| Compass Capital Corp. /Ma/ | 0.20% | Add +3.2% | 17,756 | $420K |
| General Partner, Inc. | 0.24% | New | 17,400 | $414K |
| Vantage Financial Partners, LLC | 0.09% | Add +0.0% | 17,090 | $407K |
| National Bank of Canada | 0.00% | Add +2.6% | 16,979 | $403K |
| Investment Research & Advisory Group, Inc. | 0.15% | Add +192.3% | 16,718 | $398K |
| Legacy PCG, LLC | 0.25% | New | 16,659 | $396K |
| Instrumental Wealth, LLC | 0.30% | Add +2.4% | 16,189 | $381K |
| Investor's Fiduciary Advisor Network, LLC | 0.14% | Add +1.8% | 15,960 | $379K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.0% | 15,820 | $377K |
| Western Wealth Management, LLC | 0.02% | Reduce -22.2% | 15,663 | $373K |
| Madden Advisory Services, Inc. | 0.16% | Add +40.9% | 15,350 | $365K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.35% | Add +13.0% | 15,275 | $364K |
| SVB Wealth LLC | 0.02% | Add +12.0% | 14,840 | $353K |
| WPG Advisers, LLC | 0.29% | Reduce -12.8% | 14,659 | $349K |
| Coppell Advisory Solutions LLC | 0.04% | Add +0.9% | 14,701 | $349K |
| Next Level Wealth Planning, LLC | 0.22% | Add +25.1% | 14,625 | $348K |
| FLC Capital Advisors | 0.07% | Reduce -92.9% | 14,471 | $344K |
| Pinnacle Bancorp, Inc. | 0.11% | Add +19.9% | 14,370 | $342K |
| Northeast Financial Group, Inc. | 0.11% | New | 14,364 | $342K |
| Phillips Financial Management, LLC | 0.02% | No change | 14,361 | $342K |
| Tounjian Advisory Partners, LLC | 0.07% | Reduce -0.3% | 14,534 | $340K |
| Nwam LLC | 0.02% | Add +10.1% | 14,205 | $338K |
| Scott Capital Advisors, LLC | 0.09% | Reduce -4.6% | 14,079 | $333K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -72.3% | 13,491 | $321K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.0% | 13,527 | $321K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -1.0% | 13,409 | $319K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -97.0% | 13,329 | $317K |
| Key Financial Inc | 0.06% | No change | 13,243 | $315K |
| NorthStar Asset Management LLC | 0.17% | Add +40.8% | 13,226 | $315K |
| Certified Advisory Corp | 0.03% | Add +0.8% | 13,164 | $313K |
| FSB Premier Wealth Management, Inc. | 0.11% | Reduce -0.1% | 12,674 | $302K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +0.3% | 12,366 | $294K |
| World Investment Advisors | 0.01% | Reduce -18.9% | 12,304 | $293K |
| Strategic Investment Advisors / MI | 0.03% | Reduce -3.1% | 12,282 | $292K |
| Petra Financial Advisors Inc. | 0.18% | Add +6.2% | 12,240 | $291K |
| Ascent Group, LLC | 0.01% | New | 12,193 | $290K |
| Florida Financial Advisors, LLC | 0.07% | New | 12,120 | $288K |
| Lynx Investment Advisory | 0.19% | Add +6.2% | 12,086 | $288K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.6% | 12,071 | $287K |
| Vise Technologies, Inc. | 0.01% | — | 11,778 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +8.2% | 11,698 | $278K |
| Rossby Financial, LCC | 0.10% | Add +0.5% | 11,646 | $277K |
| OneAscent Financial Services LLC | 0.02% | New | 11,619 | $277K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.3% | 11,617 | $276K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -7.1% | 11,576 | $276K |
| Good Life Advisors, LLC | 0.02% | Add +8.4% | 11,357 | $270K |
| Betterment LLC | 0.00% | Reduce -30.4% | 11,070 | $263K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -85.4% | 11,005 | $262K |
| Keystone Financial Group | 0.02% | Add +3.3% | 10,925 | $260K |
| Founders Financial Securities LLC | 0.02% | Reduce -87.8% | 10,891 | $259K |
| Oxbow Advisors, LLC | 0.03% | New | 10,866 | $259K |
| Ariadne Wealth Management, LP | 0.12% | Reduce -6.8% | 10,872 | $258K |
| BlueStem Wealth Partners, LLC | 0.03% | Reduce -27.4% | 10,835 | $258K |
| Global View Capital Management LLC | 0.08% | New | 10,814 | $257K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.6% | 10,782 | $257K |
| Perennial Investment Advisors, LLC | 0.02% | New | 10,688 | $254K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.8% | 10,676 | $254K |
| Center For Asset Management LLC | 0.16% | Reduce -38.5% | 10,800 | $253K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -6.2% | 10,631 | $253K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 10,520 | $250K |
| Symphony Financial Services, Inc. | 0.15% | No change | 10,300 | $250K |
| Cumberland Partners Ltd | 0.02% | New | 10,410 | $248K |
| Ehrlich Financial Group | 0.16% | Reduce -60.8% | 10,259 | $244K |
| PFG Investments, LLC | 0.01% | Reduce -40.1% | 10,210 | $243K |
| Bank of Montreal | 0.00% | Add +5.4% | 10,180 | $242K |
| Capital CS Group, LLC | 0.39% | New | 10,110 | $241K |
| EP Wealth Advisors, LLC | 0.00% | Add +71.2% | 10,094 | $240K |
| McNaughton Wealth Management, LLC | 0.10% | Reduce -32.6% | 9,839 | $234K |
| Dimension Capital Management LLC | 0.04% | No change | 9,829 | $234K |
| Strategic Blueprint, LLC | 0.01% | New | 9,738 | $232K |
| Westerkirk Capital Inc. | 0.03% | — | 9,700 | $231K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +21.3% | 9,129 | $217K |
| Sowell Financial Services LLC | 0.01% | Reduce -32.1% | 9,120 | $217K |
| Howard Wealth Management, LLC | 0.11% | New | 9,082 | $216K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -34.7% | 9,000 | $214K |
| Moneco Advisors, LLC | 0.02% | New | 8,974 | $214K |
| Redmont Wealth Advisors LLC | 0.31% | Add +96.9% | 8,918 | $212K |
| FSA Advisors, Inc. | 0.17% | Add +3.0% | 8,849 | $211K |
| Accel Wealth Management | 0.07% | Add +1.3% | 8,725 | $208K |
| Blair William & Co. | 0.00% | Add +429.0% | 7,983 | $190K |
| South Plains Financial, Inc. | 0.13% | Reduce -79.1% | 7,762 | $185K |
| Arax Advisory Partners | 0.01% | Reduce -10.1% | 7,361 | $175K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +377.1% | 7,275 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.0% | 7,149 | $170K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -0.7% | 7,111 | $167K |
| MAI Capital Management | 0.00% | Add +0.7% | 6,941 | $165K |
| Battery Global Advisors, LLC | 0.06% | Reduce -25.4% | 5,410 | $129K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +1.9% | 5,200 | $124K |
| Founders Financial Alliance, LLC | 0.03% | Add +23.4% | 5,135 | $122K |
| WFA of San Diego, LLC | 0.08% | — | 4,624 | $110K |
| Private Trust Co. NA | 0.01% | Reduce -20.0% | 4,605 | $110K |
| Westend Capital Management, LLC | 0.03% | No change | 4,501 | $107K |
| Woodside Wealth Management LLC | 0.08% | No change | 3,990 | $95K |
| Chapman Financial Group, LLC | 0.08% | — | 3,780 | $90K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,535 | $84K |
| Howe & Rusling Inc. | 0.01% | Reduce -16.5% | 3,465 | $82K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +0.8% | 3,403 | $81K |
| CoreCap Advisors, LLC | 0.00% | Reduce -51.8% | 2,753 | $66K |
| Capital A Wealth Management, LLC | 0.70% | Add +44733.3% | 2,690 | $63K |
| Realta Investment Advisors | 0.02% | Reduce -8.4% | 2,384 | $57K |
| FMR LLC | 0.00% | Add +406.9% | 2,337 | $56K |
| Bogart Wealth, LLC | 0.00% | No change | 2,278 | $54K |
| Tompkins Financial Corp. | 0.00% | No change | 2,212 | $53K |
| Fifth Third Bancorp | 0.00% | New | 2,097 | $50K |
| CIBC Private Wealth Group LLC | 0.00% | Add +25.4% | 2,086 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.6% | 2,019 | $48K |
| Grove Bank & Trust | 0.01% | New | 1,947 | $46K |
| Ameriflex Group, Inc. | 0.02% | Reduce -53.6% | 1,899 | $45K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,682 | $40K |
| Whipplewood Advisors, LLC | 0.02% | Add +5839.3% | 1,663 | $40K |
| Truvestments Capital LLC | 0.01% | Add +36.8% | 1,605 | $38K |
| Urban Financial Advisory Corp | 0.02% | Add +1.9% | 1,589 | $38K |
| Centennial Bank | 0.01% | No change | 1,472 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -9.4% | 1,367 | $33K |
| Hollencrest Capital Management | 0.00% | No change | 1,364 | $32K |
| Alaska Permanent Capital Management, LLC | 0.00% | Add +10916.7% | 1,322 | $31K |
| Tucker Asset Management LLC | 0.01% | No change | 1,285 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +3.8% | 1,276 | $30K |
| NFSG Corp | 0.00% | Add +171.4% | 1,232 | $29K |
| Parallel Advisors, LLC | 0.00% | New | 1,231 | $29K |
| Jackson Hole Capital Partners, LLC | 0.01% | Reduce -76.6% | 1,213 | $29K |
| Northwest Capital Management Inc | 0.02% | Reduce -92.5% | 1,185 | $28K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -21.7% | 1,108 | $26K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 1,091 | $26K |
| DB Fitzpatrick & Co, Inc | 0.02% | Add +57.4% | 1,004 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 767 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 753 | $18K |
| Franklin Resources Inc. | 0.00% | Add +2.6% | 736 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +39.2% | 710 | $17K |
| Blue Trust, Inc. | 0.00% | Add +56.0% | 638 | $15K |
| Archer Investment Corp | 0.00% | No change | 609 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 600 | $14K |
| AlphaCore Capital LLC | 0.00% | New | 550 | $13K |
| Quaker Wealth Management, LLC | 0.00% | — | 530 | $13K |
| Graney & King, LLC | 0.01% | Add +2.0% | 511 | $12K |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 464 | $11K |
| Rogco, LP | 0.00% | Reduce -99.7% | 428 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -21.4% | 286 | $7K |
| Russell Investments Group, Ltd. | 0.00% | New | 284 | $7K |
| Richardson Financial Services Inc. | 0.00% | Reduce -36.3% | 246 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 229 | $5K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 229 | $5K |
| St Germain D J Co. Inc. | 0.00% | New | 217 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 200 | $5K |
| Allworth Financial LP | 0.00% | No change | 182 | $4K |
| Hurley Capital, LLC | 0.00% | No change | 151 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 135 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | Add +4.0% | 105 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 101 | $2K |
| Decker Retirement Planning Inc. | 0.00% | New | 81 | $2K |
| BlackRock, Inc. | 0.00% | Reduce -67.2% | 79 | $2K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 74 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 59 | $1K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 56 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -89.9% | 27 | $643 |
| Tidemark, LLC | 0.00% | No change | 27 | $643 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 14 | $333 |
| First Command Advisory Services, Inc. | 0.00% | New | 13 | $309 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -99.3% | 7 | $167 |
| American National Bank & Trust | 0.00% | New | 2 | $48 |
"% 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.