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 452 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $4.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
1,448,264
shares
|
$33.9 Million
11.57% of portfolio
|
Q4 2024
Added 26.09%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,439,926
shares
|
$33.7 Million
0.57% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,422,012
shares
|
$33.3 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,420,841
shares
|
$33.3 Million
0.12% of portfolio
|
Q4 2024
Added 186.37%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
1,365,482
shares
|
$32 Million
0.86% of portfolio
|
Q4 2024
Added 162.64%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
1,287,376
shares
|
$30.1 Million
0.42% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
1,036,395
shares
|
$24.3 Million
8.55% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
989,967
shares
|
$23.2 Million
0.03% of portfolio
|
Q4 2024
Added 57.19%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
959,029
shares
|
$22.5 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
930,000
shares
|
$21.8 Million
0.94% of portfolio
|
Q4 2024
Added 21.09%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
909,489
shares
|
$21.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
894,981
shares
|
$21 Million
0.02% of portfolio
|
Q4 2024
Added 4374.91%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
865,052
shares
|
$20.3 Million
2.46% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
857,993
shares
|
$20.1 Million
0.51% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
851,200
shares
|
$19.9 Million
0.03% of portfolio
|
Q4 2024
Added 168.94%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
839,679
shares
|
$19.7 Million
2.23% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
835,500
shares
|
$19.6 Million
0.0% of portfolio
|
Q4 2024
Added 149.18%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
813,457
shares
|
$19 Million
0.08% of portfolio
|
Q4 2024
Added 46.35%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
809,788
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
786,303
shares
|
$18.4 Million
2.66% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
749,842
shares
|
$17.6 Million
6.0% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
744,911
shares
|
$17.4 Million
0.05% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
739,140
shares
|
$17.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
738,284
shares
|
$17.3 Million
0.06% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
699,459
shares
|
$16.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 41.8%
|