SS SPDR P High Yield ETFSPHYETF

13F holders, Q3 2025 (September 30)
478holders +26
64new positions
33sold out
1famous investor
$23.92avg. 13F price*

At the end of Q3 2025, 478 institutions reported holding SS SPDR P High Yield ETF (SPHY) in their 13F filings, up 26 from Q2 2025. 64 opened new positions and 33 sold out. The largest holders were Bank of America Corp. ($1.1B), Ilmarinen Mutual Pension Insurance Co ($709.8M) and Sei Investments Co. ($426.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR P High Yield ETF
Filed as
SPDR SERIES TRUST (Q3 2025)
CUSIP
78468R606
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 305Q1 2024Q2 2024: 321Q2 2024Q3 2024: 373Q3 2024Q4 2024: 437Q4 2024Q1 2025: 455Q1 2025Q2 2025: 452Q2 2025Q3 2025: 478Q3 2025Q4 2025: 536Q4 2025Q1 2026: 529Q1 2026Q2 2026: 558Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions64$202.2M
Exits33$115.3M

All 13F filers, Q2 2025 → Q3 2025: 39,434,237 shares bought and 17,574,855 shares sold, net +21,859,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 478 holders

Bank of America Corp. 0.08% Add +10.5% 44,649,901 $1.1B
Ilmarinen Mutual Pension Insurance Co 5.33% Add +5.0% 29,650,000 $709.8M
Sei Investments Co. 0.46% Add +6.3% 17,822,858 $426.7M
Wells Fargo & Company 0.06% Reduce -2.0% 11,310,165 $270.8M
Neuberger Berman Group LLC 0.18% Add +73.2% 10,217,395 $244.6M
Ameriprise Financial Inc. 0.05% Add +34.6% 8,686,741 $208.0M
LPL Financial LLC 0.05% Add +19.2% 7,835,083 $187.6M
Vantagepoint Investment Advisers LLC 1.48% Add +1.3% 7,564,670 $181.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.26% Add +2.6% 7,200,554 $172.4M
Municipal Employees' Retirement System of Michigan 1.65% No change 5,954,325 $142.5M
Morgan Stanley 0.01% Add +12.8% 5,688,517 $136.2M
US Bancorp \de 0.16% Add +9.5% 5,669,418 $135.7M
Ocean Park Asset Management, LLC 3.70% Reduce -64.3% 3,748,100 $89.7M
Envestnet Asset Management Inc. 0.03% Add +19.6% 3,675,220 $88.0M
Advisory Alpha, LLC 2.29% Add +5.9% 3,443,034 $82.1M
State of New Jersey Common Pension Fund D 0.30% Add +3.0% 3,416,858 $81.8M
1832 Asset Management L.P. 0.14% Reduce -0.3% 3,391,244 $81.2M
Kensington Asset Management, LLC 4.55% Reduce -4.6% 3,170,930 $75.9M
MML Investors Services, LLC 0.19% Add +18.3% 3,036,898 $72.7M
Advisors Capital Management, LLC 0.91% New 3,025,928 $72.4M
Capital Analysts, LLC 1.61% Add +3.5% 2,299,700 $55.1M
NEOS Investment Management LLC 0.35% Add +8.0% 1,949,097 $46.4M
State Street Corp. 0.00% Add +129.0% 1,930,244 $46.2M
Cornerstone Enterprises, LLC 21.18% Add +4.9% 1,798,795 $43.1M
Cetera Investment Advisers 0.05% Add +26.8% 1,739,807 $41.7M
Cambridge Investment Research Advisors, Inc. 0.10% Add +87.6% 1,547,754 $37.1M
Bokf, NA 0.56% Add +1.4% 1,543,663 $37.0M
Goldman Sachs Group Inc. 0.01% Reduce -4.7% 1,447,333 $34.6M
Nepc LLC 0.88% Reduce -24.5% 1,400,581 $33.5M
Exchange Traded Concepts, LLC 0.31% New 1,374,490 $32.9M
SageView Advisory Group, LLC 1.11% Add +20.1% 1,341,992 $32.1M
JPMorgan Chase & Co. 0.00% Add +3.3% 1,289,549 $30.9M
CNO Financial Group, Inc. 20.34% Add +19.8% 1,279,000 $30.6M
Osaic Holdings, Inc. 0.04% Add +33.8% 1,275,369 $30.5M
Victory Capital Management Inc. 0.02% Add +34.4% 1,269,981 $30.4M
Toews Corp. 4.20% Add +24.2% 1,226,500 $29.4M
Horizon Investments, LLC 0.38% Add +1857418.9% 1,374,564 $29.0M
Allspring Global Investments Holdings, LLC 0.05% Reduce -10.5% 1,199,157 $28.7M
Cwm, LLC 0.08% Add +1.9% 1,157,700 $27.7M
Madison Asset Management, LLC 0.30% Reduce -1.8% 1,130,255 $27.1M
Benjamin Edwards Inc. 0.30% Add +8.7% 1,105,582 $26.5M
Franklin Resources Inc. 0.01% Add +148527.0% 1,093,895 $26.2M
Voya Investment Management LLC 0.03% Add +7.2% 1,092,116 $26.1M
Principal Financial Group Inc. 0.01% Reduce -49.3% 1,088,550 $26.1M
Assetmark, Inc. 0.05% Add +15.7% 1,057,436 $25.3M
RFG Holdings, Inc. 6.52% Add +1.4% 1,054,804 $25.3M
Rational Advisors, Inc. 2.60% Reduce -1.1% 1,041,882 $24.9M
Belpointe Asset Management LLC 0.93% Add +20.2% 1,012,704 $24.2M
Kohmann Bosshard Financial Services, LLC 2.33% Add +2.9% 947,648 $22.7M
Manufacturers Life Insurance Company, The 0.02% Add +1.5% 916,620 $21.9M
Asset Allocation & Management Company, LLC 8.54% No change 838,101 $20.1M
Deutsche Bank AG 0.01% Add +24.4% 816,282 $19.5M
Syntegra Private Wealth Group, LLC 1.77% Reduce -0.4% 784,973 $18.8M
American Century Companies Inc. 0.01% Reduce -7.2% 751,388 $18.0M
Renaissance Technologies 0.02% Reduce -24.2% 734,100 $17.6M
Apella Capital, LLC 0.38% Add +54.5% 713,148 $16.9M
Willis Johnson & Associates, Inc. 1.04% Add +1.0% 701,233 $16.8M
UBS Group AG 0.00% Add +117.0% 676,522 $16.2M
SAM Advisors, LLC 5.09% Add +2.0% 659,357 $15.8M
Truist Financial Corp. 0.02% Add +7.9% 640,595 $15.3M
Inspire Advisors, LLC 1.47% Reduce -1.2% 639,850 $15.3M
Mgo One Seven LLC 0.35% Add +10.5% 639,674 $15.3M
Bensler, LLC 1.51% Reduce -6.8% 605,744 $14.5M
Principal Securities, Inc. 0.23% Reduce -0.1% 582,366 $13.9M
AlphaStar Capital Management, LLC 1.19% Add +15.7% 578,237 $13.8M
Iowa State Bank 2.62% Add +5.0% 574,739 $13.8M
Alaska Permanent Capital Management, LLC 1.00% Add +43005.3% 569,852 $13.6M
Financial Futures Ltd Liability Co. 6.50% Add +3.3% 559,137 $13.4M
Thrivent Financial for Lutherans 0.03% New 555,048 $13.3M
Diversify Wealth Management, LLC 0.74% Add +8.9% 545,606 $12.9M
Hilltop Partners LLC 3.78% Add +3.5% 528,507 $12.7M
Clearstead Advisors, LLC 0.17% Reduce -3.5% 486,368 $11.6M
Raymond James Financial Inc. 0.00% Add +14.8% 464,970 $11.1M
DT Investment Partners, LLC 0.94% Add +5.4% 462,620 $11.1M
NewSquare Capital LLC 0.72% Reduce -0.8% 442,553 $10.6M
Farther Finance Advisors, LLC 0.16% Reduce -67.6% 439,739 $10.5M
HRT Financial LP 0.04% Add +170.8% 432,183 $10.3M
Carolina Wealth Advisors, LLC 4.36% Add +1867.7% 421,335 $10.1M
Donoghue Forlines LLC 3.07% Reduce -66.7% 415,612 $9.9M
Financial Advisory Partners, LLC 2.90% New 415,373 $9.9M
Jefferies Financial Group Inc. 0.09% New 410,058 $9.8M
Waterloo Capital, L.P. 0.72% Add +15.2% 405,238 $9.7M
Quartz Partners, LLC 3.49% Add +95.3% 402,904 $9.6M
Csenge Advisory Group 0.46% Reduce -3.5% 400,712 $9.6M
Atlas Private Wealth Advisors 2.32% Reduce -46.3% 395,229 $9.5M
5th Street Advisors, LLC 4.66% Add +1.5% 393,584 $9.4M
BNP Paribas Financial Markets 0.01% Add +340.5% 382,895 $9.2M
NewEdge Advisors, LLC 0.04% Add +12.4% 382,362 $9.2M
Diversify Advisory Services, LLC 0.30% Add +33.7% 376,156 $8.9M
Horizon Financial Services, LLC 4.17% Add +1.1% 365,020 $8.7M
Onyx Bridge Wealth Group LLC 0.94% Add +5.9% 362,135 $8.7M
Horizon Investment Services, LLC 3.21% Add +6.6% 355,271 $8.5M
Pinnacle Wealth Management, LLC 5.74% New 355,193 $8.5M
Equitable Holdings, Inc. 0.06% Add +12.9% 353,325 $8.5M
Beacon Pointe Advisors, LLC 0.07% New 343,004 $8.2M
Omega Financial Group, LLC 2.73% Add +0.9% 338,779 $8.1M
Great Valley Advisor Group, Inc. 0.16% Reduce -2.3% 335,031 $8.0M
Bank of New York Mellon Corp 0.00% Add +93.2% 334,581 $8.0M
Financial Life Advisors 2.53% Add +23.1% 329,370 $7.9M
Stifel Financial Corp. 0.01% Reduce -3.1% 312,851 $7.5M
&partners 0.05% Add +24.6% 311,839 $7.5M
PNC Financial Services Group, Inc. 0.00% Add +9.8% 302,083 $7.2M
ProVise Management Group, LLC 0.53% Add +4.5% 300,550 $7.2M
Commonwealth Equity Services, LLC 0.01% Add +116.6% 284,302 $6.8M
Winthrop Capital Management, LLC 1.60% Add +0.3% 276,940 $6.6M
Arkadios Wealth Advisors 0.16% Add +100.6% 274,015 $6.6M
Trustmark Bank Trust Department 0.40% No change 258,500 $6.2M
Aire Advisors, LLC 1.11% Reduce -1.1% 254,483 $6.1M
Compound Planning, Inc. 0.20% Add +35.1% 253,471 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +6.2% 252,953 $6.0M
AE Wealth Management LLC 0.04% Reduce -19.4% 250,125 $6.0M
Jones Financial Companies LLLP 0.00% Add +176.4% 250,281 $6.0M
Fifth Third Securities, Inc. 0.41% Add +123.3% 248,128 $5.9M
GenTrust, LLC 0.27% Add +23.8% 247,149 $5.9M
Northeast Financial Group, Inc. 1.47% Add +1616.3% 246,526 $5.9M
Little Harbor Advisors, LLC 2.92% Reduce -3.1% 244,536 $5.9M
49 Wealth Management, LLC 0.54% New 240,136 $5.7M
Atria Investments, Inc 0.06% Reduce -23.3% 235,157 $5.6M
Prosperity Wealth Management, Inc. 1.89% Add +19.4% 232,125 $5.6M
Royal Bank of Canada 0.00% Add +12.9% 231,710 $5.5M
Wealth Forward, LLC 3.16% New 227,535 $5.4M
Meridian Wealth Management, LLC 0.20% Add +9.1% 221,820 $5.3M
Mariner, LLC 0.01% Reduce -3.5% 215,751 $5.2M
Marmo Financial Group, LLC 2.44% Add +2.7% 210,718 $5.0M
Financial Architects, LLC 2.86% Add +4.9% 210,105 $5.0M
Stonebridge Financial Planning Group, LLC 1.82% Add +52.1% 202,077 $4.8M
SMH Capital Advisors Inc. 9.71% Add +222.6% 200,000 $4.8M
Hobart Private Capital, LLC 0.97% Add +8.9% 193,949 $4.6M
Optas, LLC 0.78% Add +197.3% 191,514 $4.6M
HF Advisory Group, LLC 1.65% Add +12.3% 187,918 $4.5M
Hurlow Wealth Management Group, Inc. 1.16% Add +5.8% 187,433 $4.5M
Forefront Wealth Partners, LLC 1.11% New 184,037 $4.4M
Private Advisor Group, LLC 0.02% Add +60.4% 182,095 $4.4M
Stadion Money Management, LLC 0.34% Reduce -0.0% 180,932 $4.3M
Carl P. Sherr & Co., LLC 2.03% Add +4.4% 178,638 $4.3M
Alaska Wealth Advisors, LLC 0.56% Add +1.8% 178,473 $4.3M
Bush Investment Group, LLC 2.52% Add +3.4% 177,505 $4.2M
Sanctuary Advisors, LLC 0.02% Add +15.4% 175,379 $4.2M
Verus Wealth Management, LLC 3.90% Add +4.5% 174,733 $4.2M
Vicus Capital 0.32% New 174,091 $4.2M
Foundations Investment Advisors, LLC 0.06% Add +56.0% 173,643 $4.2M
Cambria Investment Management, L.P. 0.25% Add +43.5% 171,250 $4.1M
Calamos Advisors LLC 0.02% Add +100.0% 170,021 $4.1M
Merit Financial Group, LLC 0.04% Add +5.4% 168,496 $4.0M
Arvest Investments, Inc. 0.58% Add +7.8% 167,937 $4.0M
Perigon Wealth Management, LLC 0.08% Add +0.4% 163,718 $3.9M
Sound Income Strategies, LLC 0.21% Add +62.7% 161,972 $3.8M
Impact Partnership Wealth, LLC 0.55% Reduce -32.7% 153,282 $3.7M
IFP Advisors, Inc 0.09% Add +5.0% 151,154 $3.6M
Sterneck Capital Management, LLC 1.67% Reduce -0.6% 150,228 $3.6M
SigFig Wealth Management, LLC 0.11% Add +20.8% 147,732 $3.5M
Curran Financial Partners, LLC 0.68% New 144,165 $3.5M
Flagship Harbor Advisors, LLC 0.15% Reduce -34.3% 143,206 $3.4M
Moller Wealth Partners 0.71% Add +47.4% 141,709 $3.4M
Citigroup Inc. 0.00% Reduce -2.5% 141,639 $3.4M
Jane Street Group, LLC 0.00% New 134,639 $3.2M
Meriwether Wealth & Planning, LLC 1.86% Add +3.2% 134,426 $3.2M
Catalyst Capital Advisors LLC 0.06% Add +112.9% 132,000 $3.2M
Planwiser Financial, LLC 2.49% Add +107.1% 132,882 $3.1M
Independent Financial Group, LLC 0.08% Add +24.0% 130,780 $3.1M
CGN Advisors LLC 0.26% Add +2.8% 130,597 $3.1M
Appleton Partners Inc. 0.21% Add +2.8% 130,364 $3.1M
K2 Financial Inc. 2.50% Add +8.7% 131,598 $3.1M
Rialto Wealth Management, LLC 0.79% Add +60.0% 127,801 $3.1M
RFG Advisory, LLC 0.06% Reduce -9.9% 126,848 $3.0M
Diversified Enterprises, LLC 0.20% Add +15.5% 126,056 $3.0M
Concurrent Investment Advisors, LLC 0.05% Add +378.6% 125,699 $3.0M
Michels Family Financial, LLC 2.32% Add +3.7% 124,255 $3.0M
Stephens Inc. 0.04% Add +52.9% 123,608 $3.0M
Cary Street Partners Financial LLC 0.08% Add +10.1% 122,083 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +2.5% 118,722 $2.8M
MCF Advisors LLC 0.17% Add +0.3% 118,639 $2.8M
Old Mission Capital LLC 0.10% New 118,447 $2.8M
Empowered Funds, LLC 0.03% Add +35.4% 118,770 $2.8M
Comerica Bank 0.01% Add +2.0% 116,808 $2.8M
Binnacle Investments Inc 1.60% Add +7.5% 113,707 $2.7M
Veery Capital, LLC 0.84% Add +5.7% 110,567 $2.6M
Brighton Securities Corp. 1.35% Add +17.4% 108,542 $2.6M
Lanark Financial, Inc. 0.20% Reduce -18.8% 108,147 $2.6M
Global Retirement Partners, LLC 0.06% Reduce -6.6% 105,770 $2.5M
Modern Wealth Management, LLC 0.05% Reduce -28.8% 104,417 $2.5M
Stock Yards Bank & Trust Co. 0.08% Add +87.7% 103,835 $2.5M
Balefire, LLC 0.49% Add +4.6% 103,326 $2.5M
Allianz Asset Management GmbH 0.00% No change 102,500 $2.5M
Maia Wealth LLC 0.41% Add +124.5% 102,983 $2.4M
OneDigital Investment Advisors LLC 0.03% Add +2.2% 101,513 $2.4M
Polymer Capital Management (HK) LTD 0.33% New 100,000 $2.4M
Timonier Family Office, LTD. 0.77% Add +10.6% 97,783 $2.3M
Cannon Wealth Management Services, LLC 1.77% Add +1.4% 97,557 $2.3M
Heritage Oak Wealth Advisors LLC 0.86% Add +3.3% 96,735 $2.3M
CIBC Bancorp USA Inc. 0.01% — 95,994 $2.3M
Fiduciary Alliance LLC 0.15% Add +6.0% 91,945 $2.2M
United Advisor Group, LLC 0.29% Add +24.3% 90,997 $2.2M
Convergence Financial, LLC 0.33% Reduce -0.5% 90,979 $2.2M
Sound Stewardship, LLC 1.04% Add +4.7% 90,509 $2.2M
Martel Wealth Advisors LLC 0.37% Add +4.3% 87,843 $2.1M
HighTower Advisors, LLC 0.00% Add +188.5% 87,635 $2.1M
Brookstone Capital Management 0.02% Reduce -23.1% 87,229 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Add +1.7% 86,063 $2.1M
Sunesis Advisors, LLC 0.94% — 83,957 $2.0M
Autumn Glory Partners, LLC 0.82% New 83,542 $2.0M
Creative Planning 0.00% Add +20.1% 83,183 $2.0M
Kestra Advisory Services, LLC 0.01% Reduce -5.5% 82,316 $2.0M
Armstrong Advisory Group, Inc. 0.14% Add +3.2% 81,242 $1.9M
Gladstone Institutional Advisory LLC 0.07% Add +593.1% 81,084 $1.9M
Flagstar Securities, Inc. 0.59% New 80,865 $1.9M
Austin Private Wealth, LLC 0.15% Add +7.8% 80,763 $1.9M
J.W. Cole Advisors, Inc. 0.04% Add +2.6% 80,751 $1.9M
Nikulski Financial, Inc. 0.47% Add +1.8% 78,788 $1.9M
SBI Securities Co., Ltd. 0.05% Add +5.9% 78,641 $1.9M
Sheets Smith Wealth Management 0.21% Add +2.4% 77,583 $1.9M
Lifeworks Advisors, LLC 0.25% Reduce -2.0% 77,065 $1.8M
StoneX Group Inc. 0.08% Add +23.4% 75,280 $1.8M
Towne Trust Company, N.A 0.58% Add +49.1% 75,202 $1.8M
IHT Wealth Management, LLC 0.05% Add +8.8% 74,796 $1.8M
F/m Investments LLC 0.07% New 74,249 $1.8M
Seeds Investor LLC 0.37% Add +1.8% 73,771 $1.8M
VanderPol Investments L.L.C. 3.36% Add +23.8% 72,504 $1.7M
Foster & Motley Inc. 0.09% Add +19.3% 72,281 $1.7M
Prevail Innovative Wealth Advisors, LLC 0.34% Add +53.9% 72,257 $1.7M
Zacks Investment Management 0.01% Reduce -34.4% 72,239 $1.7M
Auour Investments LLC 0.55% Add +207.7% 70,906 $1.7M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -7.3% 69,005 $1.7M
Continuum Advisory, LLC 0.17% Add +10.4% 68,595 $1.6M
Lantern Wealth Advisors, LLC 0.84% Reduce -3.1% 67,283 $1.6M
LaSalle St. Investment Advisors, LLC 0.29% Add +14.0% 67,285 $1.6M
Garde Capital, Inc. 0.08% No change 67,140 $1.6M
Exencial Wealth Advisors, LLC 0.05% Add +10.3% 64,913 $1.6M
Silver Oak Securities, Incorporated 0.11% Add +42.7% 63,146 $1.5M
GPS Wealth Strategies Group, LLC 0.15% Reduce -22.1% 60,987 $1.5M
Tempus Wealth Planning, LLC 0.33% No change 60,468 $1.4M
Simplicity Wealth,LLC 0.08% Reduce -29.5% 59,562 $1.4M
WCG Wealth Advisors LLC 0.09% Add +9.5% 59,096 $1.4M
Grantvest Financial Group LLC 0.97% Add +1.3% 58,817 $1.4M
Rockefeller Capital Management L.P. 0.00% Add +81.5% 58,800 $1.4M
GatePass Capital, LLC 0.82% Add +189.8% 58,550 $1.4M
Strategic Financial Planning, Inc. 0.75% Reduce -1.6% 54,301 $1.3M
Schroder Investment Management Group 0.00% Reduce -18.3% 52,948 $1.3M
Arete Wealth Advisors, LLC 0.08% Add +6.5% 52,900 $1.3M
Creative Financial Designs Inc. 0.08% Add +4.3% 51,653 $1.2M
Sovran Advisors, LLC 0.11% Add +17.3% 51,752 $1.2M
Symphony Financial Services, Inc. 0.66% Add +398.3% 51,325 $1.2M
Wedbush Securities Inc. 0.04% Add +4.6% 50,193 $1.2M
Index Fund Advisors, Inc. 0.05% Add +0.9% 47,243 $1.1M
Avior Wealth Management, LLC 0.04% Reduce -9.0% 46,189 $1.1M
Centaurus Financial, Inc. 0.05% Add +2.6% 46,053 $1.1M
Capital Wealth Management, LLC 0.38% Reduce -1.4% 45,878 $1.1M
Capitolis Liquid Global Markets LLC 0.01% Reduce -62.3% 45,000 $1.1M
Redwood Financial Network Corp 0.67% Reduce -1.9% 44,427 $1.1M
Alliancebernstein L.P. 0.00% New 44,026 $1.1M
Fermata Advisors, LLC 0.26% Reduce -1.3% 43,478 $1.0M
Brown Financial Advisory 0.53% Add +0.4% 42,327 $1.0M
SWP Financial LLC 0.51% Add +2.5% 41,820 $1.0M
City National Bank of Florida 0.66% Reduce -22.3% 41,560 $995K
Stewardship Advisors, LLC 0.23% Reduce -1.1% 41,321 $989K
Signet Financial Management, LLC 0.11% Add +10.3% 38,540 $923K
Note Advisors, LLC 0.55% Add +11.9% 38,339 $918K
Whittier Trust Co. 0.01% Reduce -1.1% 38,545 $918K
Qube Research & Technologies Ltd 0.00% Add +5.0% 38,007 $910K
Good Steward Wealth Advisors,LLC 0.62% Add +14.9% 37,535 $899K
Park Avenue Securities LLC 0.01% Add +3.4% 36,563 $875K
Cahill Financial Advisors Inc. 0.10% Add +1.7% 35,991 $862K
Advisors Asset Management, Inc. 0.01% Add +4.0% 35,700 $855K
Kingswood Wealth Advisors, LLC 0.05% Add +239.1% 35,674 $854K
New Insight Wealth Advisors 0.32% Reduce -15.3% 35,395 $847K
Keystone Wealth Services, LLC 0.18% Reduce -2.1% 34,579 $828K
Harbour Investments, Inc. 0.02% Add +42.8% 33,667 $806K
Mission Hills Financial Advisory, LLC 0.43% Add +23.2% 33,610 $805K
World Investment Advisors 0.02% Add +170.5% 33,279 $797K
Acorn Financial Advisory Services Inc. 0.12% Add +9.9% 32,545 $779K
Novem Group 0.09% Add +4.7% 32,216 $771K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -65.2% 31,951 $765K
Revisor Wealth Management LLC 0.26% Reduce -29.4% 32,033 $758K
Orion Porfolio Solutions, LLC 0.01% Reduce -8.8% 30,490 $730K
Susquehanna International Group, LLP 0.00% New 30,000 $718K
Inscription Capital, LLC 0.08% Add +1.5% 29,907 $716K
WBH Advisory Inc. 0.05% Add +55.5% 29,621 $709K
Trilogy Capital Inc. 0.03% Add +2.0% 29,075 $696K
WealthTrak Capital Management LLC 0.57% Reduce -40.8% 29,043 $695K
Compass Ion Advisors, LLC 0.07% Add +0.1% 28,976 $694K
Stratos Wealth Partners, LTD. 0.01% New 28,650 $686K
Godshalk Welsh Capital Management, Inc. 0.38% Add +3.7% 27,750 $664K
Aspire Private Capital, LLC 0.15% Add +3.1% 27,636 $662K
Summit Financial, LLC 0.01% New 27,310 $654K
Oppenheimer & Co. Inc. 0.01% Add +0.6% 26,662 $638K
Regal Investment Advisors LLC 0.04% Add +8.6% 26,643 $638K
Nwam LLC 0.03% Add +87.6% 26,644 $637K
Exchange Bank 0.44% Add +0.4% 26,469 $634K
General Partner, Inc. 0.34% Add +49.4% 26,000 $622K
Concorde Asset Management, LLC 0.26% — 25,734 $613K
Kingsview Wealth Management, LLC 0.01% Reduce -73.6% 25,446 $609K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 25,402 $608K
Two Sigma Securities, LLC 0.09% Add +6.3% 24,364 $583K
Leslie Global Wealth, LLC 0.27% Reduce -25.5% 24,086 $577K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.2% 23,523 $563K
WealthPlan Investment Management, LLC 0.04% Reduce -33.4% 23,176 $555K
Yoffe Investment Management, LLC 0.70% Add +0.8% 22,439 $537K
Blair William & Co. 0.00% Add +178.1% 22,203 $532K
Fairman Group, LLC 0.41% No change 21,335 $511K
Provenance Wealth Advisors, LLC 0.06% Reduce -40.3% 20,561 $492K
Wealthcare Advisory Partners LLC 0.01% Add +79.5% 19,748 $473K
Portland Financial Advisors Inc 1.00% Add +6.6% 19,668 $471K
Endeavor Private Wealth, Inc. 0.14% Reduce -42.4% 19,138 $458K
Center For Asset Management LLC 0.24% Add +75.9% 19,000 $455K
Ameriflex Group, Inc. 0.17% Add +891.7% 18,833 $451K
Collaborative Wealth Managment Inc. 0.18% Add +3.2% 18,687 $447K
Geneos Wealth Management Inc. 0.01% Reduce -91.0% 18,526 $444K
Hennion & Walsh Asset Management, Inc. 0.02% Add +41.7% 17,524 $420K
Peak Financial Advisors LLC 0.20% Reduce -15.0% 17,442 $418K
Investment Research & Advisory Group, Inc. 0.14% Add +3.5% 17,308 $414K
Consolidated Portfolio Review Corp 0.05% Reduce -12.5% 16,978 $406K
Ausdal Financial Partners, Inc. 0.02% Add +86.9% 16,821 $403K
Investor's Fiduciary Advisor Network, LLC 0.14% Add +4.5% 16,675 $399K
Legacy PCG, LLC 0.24% No change 16,659 $399K
Instrumental Wealth, LLC 0.28% Add +2.0% 16,519 $393K
Corient Private Wealth LP 0.00% New 16,038 $384K
Bright Futures Wealth Management, LLC. 0.30% — 16,007 $383K
United Capital Financial Advisors, LLC 0.00% Add +0.8% 15,952 $382K
Western Wealth Management, LLC 0.02% Add +1.3% 15,860 $380K
Stonehaven Wealth & Tax Solutions, LLC 0.34% Add +1.7% 15,535 $372K
Advisory Services Network, LLC 0.01% Add +13.7% 15,381 $368K
CreativeOne Wealth, LLC 0.01% Add +44.3% 15,338 $367K
Madden Advisory Services, Inc. 0.15% Reduce -1.4% 15,141 $362K
NorthStar Asset Management LLC 0.17% Add +14.4% 15,126 $362K
Calton & Associates, Inc. 0.05% New 15,072 $361K
Abich Financial Wealth Management LLC 0.13% — 15,034 $360K
WPG Advisers, LLC 0.28% Add +1.5% 14,883 $356K
SVB Wealth LLC 0.02% No change 14,840 $355K
Next Level Wealth Planning, LLC 0.20% Add +1.1% 14,788 $354K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +8.8% 14,673 $351K
Focus Partners Wealth 0.00% New 14,634 $350K
LaFleur & Godfrey LLC 0.04% Add +8.8% 14,588 $349K
Coppell Advisory Solutions LLC 0.04% Reduce -1.2% 14,525 $348K
Acorn Wealth Advisors, LLC 0.11% Add +24.8% 14,441 $346K
Pinnacle Bancorp, Inc. 0.10% No change 14,370 $344K
Phillips Financial Management, LLC 0.02% No change 14,361 $344K
DAVENPORT & Co LLC 0.00% New 14,168 $339K
Tounjian Advisory Partners, LLC 0.11% Reduce -3.4% 14,040 $336K
FLC Capital Advisors 0.06% Reduce -4.7% 13,798 $330K
Janney Montgomery Scott LLC 0.00% Add +3.3% 13,763 $329K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% New 13,601 $326K
Signal Advisors Wealth, LLC 0.03% Reduce -73.5% 13,370 $320K
OneAscent Financial Services LLC 0.02% Add +13.9% 13,237 $317K
Key Financial Inc 0.06% No change 13,243 $316K
Certified Advisory Corp 0.03% No change 13,164 $315K
GTS Securities LLC 0.01% New 12,948 $310K
Petra Financial Advisors Inc. 0.18% Add +5.3% 12,888 $309K
National Bank of Canada 0.00% Reduce -24.9% 12,746 $305K
Rossby Financial, LCC 0.10% Add +9.4% 12,743 $304K
Vantage Financial Partners, LLC 0.06% Reduce -26.1% 12,626 $302K
Lynx Investment Advisory 0.18% Add +4.3% 12,608 $302K
FSB Premier Wealth Management, Inc. 0.10% Reduce -3.6% 12,216 $292K
Steward Partners Investment Advisory, LLC 0.00% Add +33.6% 12,200 $292K
Ashton Thomas Private Wealth, LLC 0.01% New 12,018 $288K
Spire Wealth Management 0.01% Reduce -37.6% 11,986 $287K
Strategic Investment Advisors / MI 0.03% Add +206.5% 37,646 $286K
Betterment LLC 0.00% Add +7.2% 11,869 $284K
Insigneo Advisory Services, LLC 0.02% New 11,715 $280K
Capital Investment Advisory Services, LLC 0.02% Add +0.8% 11,713 $280K
BlueStem Wealth Partners, LLC 0.03% Add +8.0% 11,706 $280K
Investment Advisory Group, LLC 0.08% New 11,529 $276K
Mechanics Financial Corp 0.10% Reduce -47.9% 11,472 $275K
Scott Capital Advisors, LLC 0.06% Reduce -19.8% 11,298 $268K
Ariadne Wealth Management, LP 0.12% Add +1.5% 11,039 $260K
Cumberland Partners Ltd 0.02% Add +4.5% 10,876 $260K
Axxcess Wealth Management, LLC 0.01% New 10,845 $260K
Wealthspire Retirement, LLC 0.02% Add +0.5% 10,836 $259K
Mercer Global Advisors Inc. 0.00% New 10,832 $259K
Parkwoods Wealth Partners, LLC 0.09% Reduce -56.1% 10,811 $259K
Trivium Point Advisory, LLC 0.03% Reduce -91.3% 10,791 $258K
Holderness Investments Co. 0.05% New 10,753 $257K
Howard Wealth Management, LLC 0.12% Add +17.0% 10,630 $255K
Cullen/Frost Bankers, Inc. 0.00% Reduce -1.0% 10,569 $253K
Keystone Financial Group 0.02% Reduce -4.1% 10,475 $251K
Founders Financial Securities LLC 0.02% Reduce -4.0% 10,461 $250K
Savvy Advisors, Inc. 0.01% New 10,244 $245K
Bank of Montreal 0.00% Add +0.1% 10,185 $244K
Capital CS Group, LLC 0.40% Add +0.1% 10,119 $242K
VestGen Advisors, LLC 0.01% New 10,079 $241K
Strategic Blueprint, LLC 0.01% Add +1.6% 9,897 $237K
Dimension Capital Management LLC 0.03% No change 9,829 $235K
Triad Wealth Partners, LLC 0.03% New 9,633 $231K
Integrated Wealth Concepts LLC 0.00% Reduce -20.6% 9,578 $229K
Perennial Investment Advisors, LLC 0.02% Reduce -10.7% 9,541 $228K
McNaughton Wealth Management, LLC 0.10% Reduce -4.3% 9,421 $226K
Moneco Advisors, LLC 0.02% Add +4.0% 9,332 $223K
Summit Financial Wealth Advisors, LLC 0.03% New 9,300 $222K
Vise Technologies, Inc. 0.01% Reduce -22.2% 9,168 $219K
Sowell Financial Services LLC 0.01% Reduce -4.1% 8,743 $209K
Independent Wealth Network Inc. 0.07% New 8,642 $207K
Gilbert Capital Group, Inc. 0.16% New 8,468 $203K
Redmont Wealth Advisors LLC 0.28% Reduce -5.5% 8,429 $202K
Cornerstone Planning Group LLC 0.03% New 5,914 $200K
PFG Investments, LLC 0.01% Reduce -18.0% 8,368 $200K
American National Bank & Trust 0.02% Add +400000.0% 8,002 $192K
Morton Brown Family Wealth, LLC 0.05% Add +43.0% 7,438 $178K
Sunbelt Securities, Inc. 0.01% Add +2.8% 7,311 $175K
Guerra Advisors Inc 0.06% New 7,246 $173K
Whittier Trust Co. of Nevada Inc. 0.00% No change 7,275 $173K
FMR LLC 0.00% Add +206.5% 7,163 $171K
South Plains Financial, Inc. 0.10% Reduce -12.8% 6,767 $162K
Founders Financial Alliance, LLC 0.03% Add +28.2% 6,582 $158K
CX Institutional 0.00% New 6,317 $151K
Battery Global Advisors, LLC 0.07% Add +15.6% 6,256 $150K
EverSource Wealth Advisors, LLC 0.00% Reduce -27.5% 5,186 $124K
MAI Capital Management 0.00% Reduce -32.3% 4,698 $112K
WFA of San Diego, LLC 0.08% No change 4,624 $111K
Duncker Streett & Co. Inc. 0.02% New 4,607 $110K
Private Trust Co. NA 0.01% No change 4,605 $110K
Westend Capital Management, LLC 0.03% No change 4,501 $108K
Ameritas Advisory Services, LLC 0.01% Reduce -94.2% 4,204 $101K
Grove Bank & Trust 0.01% Add +112.2% 4,132 $99K
Realta Investment Advisors 0.03% Add +69.8% 4,049 $97K
Woodside Wealth Management LLC 0.08% No change 3,990 $96K
Chapman Financial Group, LLC 0.06% Add +0.2% 3,787 $91K
Greykasell Wealth Strategies, Inc. 0.04% New 3,502 $84K
Caitlin John, LLC 0.06% New 3,498 $84K
CoreCap Advisors, LLC 0.00% Add +22.8% 3,381 $81K
AdvisorNet Financial, Inc 0.00% Reduce -14.9% 3,007 $72K
Bogart Wealth, LLC 0.00% No change 2,278 $55K
Golden State Wealth Management, LLC 0.01% Add +100.5% 2,222 $53K
Tompkins Financial Corp. 0.00% No change 2,212 $53K
Allworth Financial LP 0.00% Add +1098.9% 2,182 $52K
Howe & Rusling Inc. 0.00% Reduce -37.1% 2,179 $52K
BOK Financial Private Wealth, Inc. 0.00% Reduce -36.2% 2,171 $52K
O'shaughnessy Asset Management, LLC 0.00% No change 2,019 $48K
Tower Research Capital LLC (TRC) 0.00% New 1,860 $45K
TD Waterhouse Canada Inc. 0.00% Add +6.8% 1,797 $43K
Urban Financial Advisory Corp 0.02% Add +1.8% 1,618 $39K
CIBC Private Wealth Group LLC 0.00% Reduce -23.2% 1,602 $38K
Centennial Bank 0.01% No change 1,472 $35K
Cape Investment Advisory, Inc. 0.03% Add +15.2% 1,470 $35K
Bell Investment Advisors, Inc 0.01% Reduce -93.0% 1,399 $33K
Hollencrest Capital Management 0.00% No change 1,364 $33K
Fourth Dimension Wealth, LLC 0.01% Add +89.2% 1,343 $32K
Parallel Advisors, LLC 0.00% Add +1.8% 1,253 $30K
Aptus Capital Advisors, LLC 0.00% Reduce -9.0% 1,244 $30K
Jackson Hole Capital Partners, LLC 0.01% No change 1,213 $29K
NFSG Corp 0.00% Reduce -2.0% 1,207 $29K
Cranbrook Wealth Management, LLC 0.01% No change 1,091 $26K
DB Fitzpatrick & Co, Inc 0.02% No change 1,004 $24K
Tucker Asset Management LLC 0.01% Reduce -22.0% 1,002 $24K
Physician Wealth Advisors, Inc. 0.00% New 837 $20K
Bessemer Group Inc. 0.00% New 804 $19K
SOA Wealth Advisors, LLC. 0.00% No change 767 $18K
Transamerica Financial Advisors, LLC 0.00% New 641 $15K
Archer Investment Corp 0.00% No change 609 $15K
Larson Financial Group LLC 0.00% No change 600 $14K
Salem Investment Counselors Inc. 0.00% New 593 $14K
AlphaCore Capital LLC 0.00% No change 550 $13K
Graney & King, LLC 0.01% Add +1.8% 520 $12K
Orion Capital Management LLC 0.00% New 500 $12K
Woodard & Co. Asset Management Group Inc. 0.00% No change 464 $11K
Bernard Wealth Management Corp. 0.00% New 460 $11K
Blue Trust, Inc. 0.00% Reduce -29.3% 451 $11K
Rogco, LP 0.00% No change 428 $10K
Smartleaf Asset Management LLC 0.00% Add +46.1% 418 $10K
Strategic Wealth Partners, Ltd. 0.00% New 413 $10K
Pathway Financial Advisers, LLC 0.00% New 336 $8K
Vermillion Wealth Management, Inc. 0.00% Add +473.2% 321 $8K
Toth Financial Advisory Corp. 0.00% New 282 $7K
Richardson Financial Services Inc. 0.00% Add +4.9% 258 $6K
Pflug Koory, LLC 0.00% New 256 $6K
Wolff Wiese Magana LLC 0.00% No change 229 $5K
St Germain D J Co. Inc. 0.00% Add +1.8% 221 $5K
CENTRAL TRUST Co 0.00% No change 200 $5K
Mma Asset Management LLC 0.00% New 197 $5K
Hurley Capital, LLC 0.00% No change 151 $4K
Financial Gravity Asset Management, Inc. 0.00% — 135 $3K
Root Financial Partners, LLC 0.00% New 116 $3K
Signaturefd, LLC 0.00% New 100 $2K
BlackRock, Inc. 0.00% Add +3.8% 82 $2K
Reyes Financial Architecture, Inc. 0.00% No change 59 $1K
Lowe Wealth Advisors, LLC 0.00% New 44 $1K
Quest 10 Wealth Builders, Inc. 0.00% No change 27 $646
Tidemark, LLC 0.00% No change 27 $646
Harbor Investment Advisory, LLC 0.00% Add +14.3% 8 $192
Wealthspire Advisors, LLC 0.00% New 7 $168

"% 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.