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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
32,530
shares
|
$761,852
0.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,518
shares
|
$761,571
0.18% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
32,516
shares
|
$761,524
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,356
shares
|
$757,777
0.02% of portfolio
|
Q4 2023
Added 13.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
32,275
shares
|
$755,880
0.01% of portfolio
|
Q1 2025
Added 59.92%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
31,485
shares
|
$737,378
0.12% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,049
shares
|
$727,167
0.06% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,000
shares
|
$702,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
30,000
shares
|
$702,600
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
30,000
shares
|
$702,600
3.88% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
29,598
shares
|
$693,185
0.56% of portfolio
|
Q1 2025
Reduced 31.98%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
29,504
shares
|
$690,983
0.14% of portfolio
|
Q1 2025
Added 72.09%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
29,110
shares
|
$681,756
0.15% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
29,006
shares
|
$679,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
28,935
shares
|
$677,657
0.09% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
27,897
shares
|
$653,347
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
27,402
shares
|
$641,754
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
27,120
shares
|
$635,150
0.1% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
27,046
shares
|
$633,417
0.51% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
26,750
shares
|
$626,485
0.42% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
26,749
shares
|
$626,461
0.04% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
26,696
shares
|
$625,220
0.14% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
26,665
shares
|
$624,494
0.16% of portfolio
|
Q1 2025
Reduced 27.57%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
26,523
shares
|
$621,168
0.05% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
26,143
shares
|
$612,269
0.45% of portfolio
|
Q1 2025
Added 45.83%
|