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 522 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $6.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
27,310
shares
|
$644,242
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
26,662
shares
|
$628,956
0.01% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
26,643
shares
|
$628,508
0.04% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
26,000
shares
|
$613,340
0.35% of portfolio
|
Q3 2025
Added 49.43%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
25,939
shares
|
$611,901
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
25,881
shares
|
$610,532
0.01% of portfolio
|
Q4 2025
Reduced 9.66%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
25,734
shares
|
$607,065
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
25,446
shares
|
$600,271
0.01% of portfolio
|
Q3 2025
Reduced 73.6%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
25,402
shares
|
$599,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
24,946
shares
|
$588,476
0.21% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,364
shares
|
$574,746
0.09% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
24,086
shares
|
$568,188
0.27% of portfolio
|
Q3 2025
Reduced 25.53%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
23,784
shares
|
$561,064
0.04% of portfolio
|
Q3 2025
Added 88.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
23,523
shares
|
$554,907
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
23,176
shares
|
$546,721
0.04% of portfolio
|
Q3 2025
Reduced 33.42%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
22,439
shares
|
$529,336
0.7% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
22,203
shares
|
$523,768
0.0% of portfolio
|
Q3 2025
Added 178.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
21,838
shares
|
$515,158
0.02% of portfolio
|
Q4 2025
Reduced 52.72%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
21,335
shares
|
$503,292
0.41% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,751
shares
|
$489,516
0.17% of portfolio
|
Q3 2023
Added 5.25%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
20,561
shares
|
$485,033
0.06% of portfolio
|
Q3 2025
Reduced 30.64%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
19,668
shares
|
$463,968
1.0% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
19,397
shares
|
$457,575
0.0% of portfolio
|
Q4 2025
Added 36.91%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
19,138
shares
|
$451,465
0.14% of portfolio
|
Q3 2025
Reduced 42.4%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
19,000
shares
|
$448,210
0.24% of portfolio
|
Q3 2025
Added 75.93%
|
|