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 382 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 |
|---|---|---|---|---|---|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
9,753
shares
|
$231,828
0.14% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,670
shares
|
$229,855
0.02% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,655
shares
|
$229,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
9,644
shares
|
$229,237
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
9,607
shares
|
$228,358
0.05% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,593
shares
|
$228,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
9,401
shares
|
$223,461
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,186
shares
|
$218,351
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,100
shares
|
$216,307
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
9,009
shares
|
$214,143
0.02% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
8,753
shares
|
$208,058
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$206,489
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
8,465
shares
|
$201,213
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,332
shares
|
$174,281
0.0% of portfolio
|
Q3 2024
Added 40.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,014
shares
|
$166,722
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$162,776
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6,725
shares
|
$159,853
0.0% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
6,460
shares
|
$153,554
0.0% of portfolio
|
Q3 2024
Added 625.84%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$141,455
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,393
shares
|
$128,191
0.11% of portfolio
|
Q3 2023
Reduced 13.38%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
5,274
shares
|
$125,362
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
5,038
shares
|
$119,753
0.01% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$118,850
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,755
shares
|
$113,026
0.01% of portfolio
|
Q3 2024
Added 61.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,306
shares
|
$102,353
0.0% of portfolio
|
Q3 2024
New holding
|