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 485 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 |
|---|---|---|---|---|---|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
11,687
shares
|
$273,709
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
11,672
shares
|
$273,358
0.14% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
11,591
shares
|
$271,461
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,578
shares
|
$271,156
0.03% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
11,522
shares
|
$269,845
0.22% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,334
shares
|
$265,442
0.01% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
11,310
shares
|
$264,880
0.03% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
11,300
shares
|
$264,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,115
shares
|
$260,313
0.0% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
11,053
shares
|
$258,861
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,896
shares
|
$255,184
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,807
shares
|
$253,099
0.01% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
10,793
shares
|
$252,772
0.02% of portfolio
|
Q1 2025
Added 119822.22%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
10,762
shares
|
$252,046
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
10,614
shares
|
$248,579
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,609
shares
|
$248,462
0.02% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,575
shares
|
$247,666
0.03% of portfolio
|
Q3 2024
Reduced 58.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,573
shares
|
$247,619
0.02% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,475
shares
|
$245,324
0.02% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
10,337
shares
|
$242,092
0.06% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
10,300
shares
|
$241,226
0.16% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,224
shares
|
$239,446
0.01% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,152
shares
|
$237,759
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,143
shares
|
$237,549
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
9,829
shares
|
$230,195
0.04% of portfolio
|
Q3 2023
New holding
|