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 441 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
631,339
shares
|
$15 Million
0.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
562,709
shares
|
$13.4 Million
7.22% of portfolio
|
Q4 2024
Added 23.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
559,454
shares
|
$13.3 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
550,000
shares
|
$13.1 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
549,824
shares
|
$13.1 Million
0.02% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
535,618
shares
|
$12.7 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
519,904
shares
|
$12.3 Million
0.38% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
517,636
shares
|
$12.3 Million
1.69% of portfolio
|
Q4 2024
Added 60.73%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
508,342
shares
|
$12.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
496,053
shares
|
$11.8 Million
0.17% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
490,879
shares
|
$11.7 Million
7.74% of portfolio
|
Q4 2024
Added 318.86%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
480,965
shares
|
$11.4 Million
0.14% of portfolio
|
Q4 2024
Added 4102.77%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
475,845
shares
|
$11.3 Million
0.95% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
466,400
shares
|
$11.1 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.6 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.6 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
445,232
shares
|
$10.6 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
432,819
shares
|
$10.3 Million
2.13% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
421,512
shares
|
$10 Million
0.02% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
409,043
shares
|
$9.71 Million
1.01% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
407,334
shares
|
$9.67 Million
0.53% of portfolio
|
Q4 2024
Added 683.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
403,614
shares
|
$9.59 Million
0.21% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
373,431
shares
|
$8.87 Million
4.56% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
367,058
shares
|
$8.72 Million
0.1% of portfolio
|
Q4 2024
Added 82.13%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
365,423
shares
|
$8.68 Million
0.91% of portfolio
|
Q4 2024
New holding
|