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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
12,743
shares
|
$300,607
0.1% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
12,626
shares
|
$297,847
0.08% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
12,608
shares
|
$297,422
0.18% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
12,216
shares
|
$288,175
0.1% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
12,200
shares
|
$287,798
0.0% of portfolio
|
Q3 2025
Added 33.64%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
12,018
shares
|
$283,504
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,869
shares
|
$279,989
0.0% of portfolio
|
Q3 2025
Added 7.22%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,715
shares
|
$276,356
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
11,713
shares
|
$276,309
0.02% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
11,706
shares
|
$276,144
0.03% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
11,529
shares
|
$271,969
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
11,472
shares
|
$270,624
0.11% of portfolio
|
Q3 2025
Reduced 47.9%
|
|
|
Scott Capital Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
11,375
shares
|
$268,336
0.06% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,357
shares
|
$267,911
0.02% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 20, 2025 Q3 2025 |
11,039
shares
|
$260,410
0.12% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
10,876
shares
|
$256,564
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,845
shares
|
$255,833
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
10,832
shares
|
$255,526
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
10,791
shares
|
$254,559
0.03% of portfolio
|
Q3 2025
Reduced 91.29%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,782
shares
|
$254,347
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
10,753
shares
|
$253,663
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
10,630
shares
|
$250,761
0.12% of portfolio
|
Q3 2025
Added 17.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
10,625
shares
|
$250,643
0.02% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
10,569
shares
|
$249,322
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
10,475
shares
|
$247,105
0.02% of portfolio
|
Q3 2025
Reduced 4.12%
|
|