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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,244
shares
|
$29,345
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,213
shares
|
$28,614
0.01% of portfolio
|
Q2 2025
Reduced 76.59%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,207
shares
|
$28,473
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,091
shares
|
$25,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
1,004
shares
|
$23,684
0.02% of portfolio
|
Q2 2025
Added 57.37%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,002
shares
|
$23,637
0.01% of portfolio
|
Q3 2025
Reduced 22.02%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
837
shares
|
$19,744
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
804
shares
|
$18,966
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
767
shares
|
$18,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
641
shares
|
$15,121
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
609
shares
|
$14,366
0.0% of portfolio
|
Q3 2023
Added 26.61%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
600
shares
|
$14,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
550
shares
|
$12,974
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
520
shares
|
$12,266
0.01% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
500
shares
|
$11,795
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
478
shares
|
$11,276
0.0% of portfolio
|
Q4 2025
Added 5.99%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
464
shares
|
$10,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
440
shares
|
$10,379
0.0% of portfolio
|
Q4 2025
Reduced 4.35%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
428
shares
|
$10,096
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
418
shares
|
$9,860
0.0% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
413
shares
|
$9,742
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
336
shares
|
$7,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
321
shares
|
$7,572
0.0% of portfolio
|
Q3 2025
Added 473.21%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
262
shares
|
$6,180
0.0% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
258
shares
|
$6,086
0.0% of portfolio
|
Q3 2025
Added 4.88%
|
|