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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
15,072
shares
|
$355,548
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
15,034
shares
|
$354,652
0.13% of portfolio
|
Q3 2025
Added 2324.84%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
14,883
shares
|
$351,089
0.28% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
14,840
shares
|
$350,075
0.02% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
14,788
shares
|
$348,848
0.2% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
14,588
shares
|
$344,130
0.04% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
14,560
shares
|
$343,470
0.19% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
14,525
shares
|
$342,644
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
14,441
shares
|
$340,663
0.12% of portfolio
|
Q3 2025
Added 24.75%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
14,417
shares
|
$340,097
0.03% of portfolio
|
Q4 2025
Added 9.52%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
14,370
shares
|
$338,988
0.1% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
14,361
shares
|
$338,775
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
14,238
shares
|
$335,874
0.16% of portfolio
|
Q4 2025
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
14,166
shares
|
$334,175
0.1% of portfolio
|
Q4 2025
Added 31.03%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
13,890
shares
|
$327,665
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
13,798
shares
|
$325,494
0.07% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,763
shares
|
$324,669
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
13,601
shares
|
$320,847
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,314
shares
|
$314,077
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
13,243
shares
|
$312,402
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,237
shares
|
$312,260
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Cs Group, LLC
|
Jan 08, 2026 Q4 2025 |
13,062
shares
|
$308,132
0.28% of portfolio
|
Q4 2025
Added 29.08%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,948
shares
|
$305,443
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
12,888
shares
|
$304,027
0.18% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
12,746
shares
|
$300,678
0.0% of portfolio
|
Q3 2025
Reduced 24.93%
|
|