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 |
|---|---|---|---|---|---|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,102
shares
|
$119,488
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
5,008
shares
|
$117,287
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,529
shares
|
$106,069
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
4,501
shares
|
$105,413
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,277
shares
|
$100,167
0.0% of portfolio
|
Q1 2025
Added 103.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,160
shares
|
$97,427
0.02% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
4,102
shares
|
$96,068
0.06% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,090
shares
|
$95,787
0.04% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
3,990
shares
|
$93,445
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
3,768
shares
|
$88,246
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,535
shares
|
$82,789
0.01% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,377
shares
|
$79,089
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,150
shares
|
$73,773
0.0% of portfolio
|
Q4 2020
Reduced 26.98%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,835
shares
|
$66,395
0.06% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,815
shares
|
$65,927
0.01% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,602
shares
|
$60,938
0.03% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,339
shares
|
$54,779
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,278
shares
|
$53,350
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
2,212
shares
|
$51,805
0.0% of portfolio
|
Q2 2022
Reduced 6.31%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,909
shares
|
$44,708
0.03% of portfolio
|
Q4 2024
Reduced 26.26%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,682
shares
|
$39,392
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,663
shares
|
$38,947
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,635
shares
|
$38,291
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,620
shares
|
$37,940
0.0% of portfolio
|
Q1 2025
Added 145.45%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
1,559
shares
|
$36,511
0.02% of portfolio
|
Q1 2025
Added 1.3%
|