Institutional Ownership Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY). We have compiled data on the 441 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
36,817
shares
|
$874,403
0.22% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
36,770
shares
|
$873,287
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
35,737
shares
|
$848,753
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
35,058
shares
|
$832,627
0.24% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
34,649
shares
|
$822,913
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
34,595
shares
|
$821,631
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
34,420
shares
|
$817,475
0.13% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
34,215
shares
|
$812,606
0.05% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,021
shares
|
$807,998
0.03% of portfolio
|
Q3 2022
Added 7.63%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
32,530
shares
|
$772,587
0.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,518
shares
|
$772,302
0.18% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,356
shares
|
$768,455
0.02% of portfolio
|
Q4 2023
Added 13.18%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
32,109
shares
|
$762,588
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
32,097
shares
|
$762,303
0.12% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
31,483
shares
|
$747,721
0.04% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
31,376
shares
|
$745,180
0.04% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,000
shares
|
$712,500
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
29,614
shares
|
$703,332
0.01% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
29,528
shares
|
$701,290
0.09% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
29,410
shares
|
$698,487
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
29,003
shares
|
$688,821
0.09% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
28,576
shares
|
$678,680
0.0% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
28,380
shares
|
$674,025
0.54% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
27,715
shares
|
$658,231
0.04% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
27,353
shares
|
$649,633
0.07% of portfolio
|
Q4 2024
Added 5.32%
|