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 |
|---|---|---|---|---|---|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
9,753
shares
|
$228,415
0.14% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,655
shares
|
$226,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,641
shares
|
$225,792
0.02% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,625
shares
|
$225,417
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,391
shares
|
$219,937
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$203,449
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
8,616
shares
|
$201,786
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
8,607
shares
|
$201,575
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
8,593
shares
|
$201,248
0.16% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
8,500
shares
|
$199,070
0.01% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,185
shares
|
$191,692
0.01% of portfolio
|
Q1 2025
Added 7079.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,526
shares
|
$176,258
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
7,254
shares
|
$169,888
0.1% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,160
shares
|
$167,687
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,148
shares
|
$167,406
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,894
shares
|
$161,457
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$160,380
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$139,372
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,896
shares
|
$138,084
0.0% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,755
shares
|
$134,782
0.01% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
5,719
shares
|
$133,938
0.06% of portfolio
|
Q1 2025
Added 26.28%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,711
shares
|
$133,751
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
5,470
shares
|
$128,107
0.0% of portfolio
|
Q1 2025
Added 292.11%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,393
shares
|
$126,304
0.11% of portfolio
|
Q3 2023
Reduced 13.38%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
5,181
shares
|
$121,339
0.02% of portfolio
|
Q1 2025
New holding
|