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 383 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
12,506
shares
|
$298,643
0.04% of portfolio
|
Q3 2024
Added 13.82%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
12,445
shares
|
$297,186
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
12,413
shares
|
$296,422
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
12,334
shares
|
$294,535
0.21% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
12,305
shares
|
$293,843
0.03% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,297
shares
|
$293,652
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,209
shares
|
$291,550
0.01% of portfolio
|
Q2 2024
Added 21.81%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
11,995
shares
|
$286,440
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
11,990
shares
|
$286,321
0.08% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
11,788
shares
|
$281,497
0.19% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
11,688
shares
|
$279,109
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
11,456
shares
|
$273,569
0.15% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,444
shares
|
$273,282
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
11,141
shares
|
$266,047
0.16% of portfolio
|
Q3 2024
Added 22.12%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
10,828
shares
|
$258,572
0.12% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
10,788
shares
|
$257,617
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
10,550
shares
|
$251,934
0.0% of portfolio
|
Q3 2024
Added 104.58%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,312
shares
|
$246,250
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
10,264
shares
|
$245,104
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
10,218
shares
|
$244,005
0.15% of portfolio
|
Q3 2024
Reduced 42.88%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,143
shares
|
$242,214
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,057
shares
|
$240,161
0.01% of portfolio
|
Q3 2024
Reduced 94.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,961
shares
|
$237,868
0.03% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
9,829
shares
|
$234,716
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
9,786
shares
|
$233,689
0.03% of portfolio
|
Q3 2024
Reduced 22.3%
|