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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
25,939
shares
|
$607,491
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
25,682
shares
|
$601,472
0.29% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
25,670
shares
|
$601,191
0.03% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
25,422
shares
|
$595,383
0.06% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Moller Financial Services
|
Apr 09, 2025 Q1 2025 |
25,326
shares
|
$593,134
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
25,234
shares
|
$590,980
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
25,090
shares
|
$587,607
0.02% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
24,996
shares
|
$585,406
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
23,204
shares
|
$543,437
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
23,000
shares
|
$538,660
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
22,397
shares
|
$524,537
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22,364
shares
|
$523,764
0.02% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
22,064
shares
|
$516,738
0.76% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
21,899
shares
|
$512,874
0.19% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
21,880
shares
|
$512,429
0.19% of portfolio
|
Q1 2025
Added 37.33%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
21,335
shares
|
$499,665
0.46% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,751
shares
|
$485,988
0.17% of portfolio
|
Q3 2023
Added 5.25%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
20,123
shares
|
$471,280
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
19,451
shares
|
$455,542
0.07% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
19,223
shares
|
$450,202
0.07% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,206
shares
|
$449,804
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
18,918
shares
|
$443,059
0.21% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,811
shares
|
$440,553
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
18,235
shares
|
$427,063
1.09% of portfolio
|
Q1 2025
Added 62.32%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
17,847
shares
|
$417,976
0.1% of portfolio
|
Q1 2025
Added 184.69%
|