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 484 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
46,796
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
46,508
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Reduced 34.64%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
46,508
shares
|
$1.09 Million
0.98% of portfolio
|
Q1 2025
Reduced 37.3%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
46,278
shares
|
$1.08 Million
0.49% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
46,010
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
45,351
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 135.13%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
45,307
shares
|
$1.06 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
45,220
shares
|
$1.06 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
45,204
shares
|
$1.06 Million
0.31% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
44,286
shares
|
$1.04 Million
0.43% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
44,233
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
43,010
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
42,693
shares
|
$999,870
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
40,514
shares
|
$948,837
0.27% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
39,757
shares
|
$931,108
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
39,448
shares
|
$923,872
0.64% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
37,645
shares
|
$881,645
0.12% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
37,405
shares
|
$876,025
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
37,064
shares
|
$868,038
0.68% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,870
shares
|
$863,495
0.0% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
36,202
shares
|
$847,850
0.23% of portfolio
|
Q1 2025
Added 52.96%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
35,062
shares
|
$821,152
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
34,853
shares
|
$816,257
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
34,836
shares
|
$815,859
0.3% of portfolio
|
Q1 2025
Added 1343.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,021
shares
|
$796,771
0.03% of portfolio
|
Q3 2022
Added 7.63%
|