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 523 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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,368
shares
|
$197,401
0.01% of portfolio
|
Q3 2025
Reduced 18.04%
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
8,002
shares
|
$188,767
0.02% of portfolio
|
Q3 2025
Added 400000.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
7,438
shares
|
$175,462
0.05% of portfolio
|
Q3 2025
Added 43.04%
|
|
|
Moulton Wealth Management, Inc
|
Jan 13, 2026 Q4 2025 |
7,359
shares
|
$173,598
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,311
shares
|
$172,466
0.01% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,275
shares
|
$171,617
0.0% of portfolio
|
Q2 2025
Added 377.05%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
7,246
shares
|
$170,933
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$161,544
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
6,767
shares
|
$159,633
0.1% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
6,613
shares
|
$156,000
0.05% of portfolio
|
Q4 2025
Added 63.32%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,582
shares
|
$155,269
0.03% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,317
shares
|
$149,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,256
shares
|
$147,579
0.07% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$140,384
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
5,914
shares
|
$139,511
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,186
shares
|
$122,337
0.01% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
4,704
shares
|
$110,967
0.0% of portfolio
|
Q4 2025
Added 39.13%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,698
shares
|
$110,825
0.0% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,624
shares
|
$109,080
0.08% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
4,619
shares
|
$108,962
0.01% of portfolio
|
Q4 2025
Added 53.61%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
4,607
shares
|
$108,679
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,605
shares
|
$108,631
0.01% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,204
shares
|
$99,172
0.01% of portfolio
|
Q3 2025
Reduced 94.17%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
4,132
shares
|
$97,473
0.01% of portfolio
|
Q3 2025
Added 112.22%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
3,990
shares
|
$94,124
0.08% of portfolio
|
Q1 2025
New holding
|
|