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 |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
26,787
shares
|
$636,191
0.12% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
26,725
shares
|
$634,718
0.41% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
26,702
shares
|
$634,172
0.29% of portfolio
|
Q4 2024
Reduced 49.77%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
26,010
shares
|
$617,737
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
25,939
shares
|
$616,051
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
25,917
shares
|
$615,528
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
25,373
shares
|
$602,608
0.11% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
25,050
shares
|
$594,937
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
24,847
shares
|
$590,116
0.13% of portfolio
|
Q4 2024
Added 62.72%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
24,819
shares
|
$589,451
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
24,405
shares
|
$579,618
0.02% of portfolio
|
Q4 2024
Added 277.79%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
24,167
shares
|
$573,966
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
23,668
shares
|
$562,115
0.16% of portfolio
|
Q4 2024
Added 43.51%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
23,000
shares
|
$546,250
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
22,576
shares
|
$536,180
0.15% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,336
shares
|
$530,480
0.0% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,717
shares
|
$515,778
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
21,335
shares
|
$506,706
0.41% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
21,216
shares
|
$503,880
0.02% of portfolio
|
Q4 2024
Added 19.18%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
21,181
shares
|
$503,048
0.08% of portfolio
|
Q3 2024
Added 63.8%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,751
shares
|
$492,836
0.17% of portfolio
|
Q3 2023
Added 5.25%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
20,675
shares
|
$491,031
0.18% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
20,479
shares
|
$486,376
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
20,451
shares
|
$485,711
0.0% of portfolio
|
Q4 2024
Reduced 33.73%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
20,182
shares
|
$479,322
0.01% of portfolio
|
Q4 2024
Reduced 2.06%
|