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 522 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $6.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
F
|
Nov 13, 2025 Q3 2025 |
74,249
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
73,771
shares
|
$1.74 Million
0.37% of portfolio
|
Q3 2025
Added 16.53%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
72,504
shares
|
$1.71 Million
3.0% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
72,257
shares
|
$1.7 Million
0.34% of portfolio
|
Q3 2025
Added 53.9%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
72,239
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.37%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
70,484
shares
|
$1.66 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
69,005
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
68,595
shares
|
$1.62 Million
0.19% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
67,285
shares
|
$1.59 Million
0.29% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
67,283
shares
|
$1.59 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
67,140
shares
|
$1.58 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
64,913
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
64,113
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2025
Added 23.89%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
60,987
shares
|
$1.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
60,468
shares
|
$1.43 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
59,562
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 29.53%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
59,096
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2025
Added 9.5%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
58,817
shares
|
$1.39 Million
0.97% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
58,800
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 81.48%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
58,550
shares
|
$1.38 Million
0.81% of portfolio
|
Q3 2025
Added 189.85%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
54,903
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2025
Added 42.46%
|
|
|
Strategic Financial Planning, Inc.
|
Nov 13, 2025 Q3 2025 |
54,301
shares
|
$1.28 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
53,812
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
53,513
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2025
Reduced 15.26%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
52,948
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.3%
|
|