13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
SPHY

SPDR PORTFOLIO HIGH YIELD BOND

556 institutions still hold SPDR PORTFOLIO HIGH YIELD BOND as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468r606·556 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.2%
vs prior quarter
13F value held
$3.6B
57.0% inst. owned
of float
Holders
556
-138 QoQ
filers reporting
Activity
+95 / −34
+968 added · −880 reduced
this quarter
Concentration
18.63%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

556 institutions reported SPHY in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.6% of the visible book. -138 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$665M28.5M0.05%Q1 202602
SEI INVESTMENTS CO
CIK 0000350894
$462M19.8M0.43%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$250M10.7M0.05%Q1 202604
Neuberger Berman Group LLC
CIK 0001465109
$224M9.6M0.17%Q1 202605
LPL Financial LLC
CIK 0001403438
$217M9.3M0.06%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$207M8.9M0.05%Q1 202607
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$177M7.6M1.50%Q1 202608
US BANCORP \DE\
CIK 0000036104
$159M6.7M0.19%Q1 202609
Elo Mutual Pension Insurance Co
CIK 0001739877
$139M6.0M2.29%Q1 202610
MORGAN STANLEY
CIK 0000895421
$138M5.9M0.01%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$118M5.1M0.03%Q1 202612
Advisory Alpha, LLC
CIK 0001576762
$111M4.8M3.03%Q1 202613
Creative Planning
CIK 0001540235
$111M4.7M0.07%Q1 202614
Asset Management One Co., Ltd.
CIK 0001068855
$103M4.4M0.30%Q1 202615
Ocean Park Asset Management, LLC
CIK 0001538052
$92M4.0M5.34%Q1 202616
1832 Asset Management L.P.
CIK 0000944388
$84M3.6M0.08%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$83M3.6M0.09%Q1 202618
Advisors Capital Management, LLC
CIK 0001345576
$78M3.3M0.91%Q1 202619
MML INVESTORS SERVICES, LLC
CIK 0000701059
$75M3.2M0.21%Q1 202620
Kensington Asset Management, LLC
CIK 0001979884
$73M3.1M3.97%Q1 2026
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