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 524 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
52,900
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
51,653
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
51,325
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2025
Added 398.3%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
50,193
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
47,243
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
46,053
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
45,878
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
45,000
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 62.28%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
44,427
shares
|
$1.05 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
44,159
shares
|
$1.04 Million
0.26% of portfolio
|
Q4 2025
Added 6.87%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,026
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
43,358
shares
|
$1.02 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
42,327
shares
|
$998,493
0.59% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
41,924
shares
|
$988,987
0.01% of portfolio
|
Q4 2025
Added 14.66%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
41,763
shares
|
$985,189
0.26% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
41,560
shares
|
$980,400
0.66% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
40,662
shares
|
$959,216
0.07% of portfolio
|
Q4 2025
Reduced 49.95%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
38,545
shares
|
$909,276
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
38,339
shares
|
$904,417
0.55% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
38,007
shares
|
$896,585
0.0% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
37,646
shares
|
$888,069
0.07% of portfolio
|
Q3 2025
Added 206.51%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
37,535
shares
|
$885,450
0.62% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
37,412
shares
|
$882,549
0.61% of portfolio
|
Q4 2025
Added 41.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
35,991
shares
|
$849,027
0.1% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
35,700
shares
|
$842,163
0.02% of portfolio
|
Q3 2025
Added 3.95%
|
|