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 461 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 $4.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
691,095
shares
|
$15.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
680,101
shares
|
$15.6 Million
8.06% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
675,400
shares
|
$15.5 Million
0.56% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
664,199
shares
|
$15.2 Million
1.2% of portfolio
|
Q4 2024
Reduced 16.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
631,339
shares
|
$14.5 Million
0.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
559,454
shares
|
$12.8 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
|
$12.6 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
549,824
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
539,030
shares
|
$12.4 Million
2.73% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
535,618
shares
|
$12.3 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
517,636
shares
|
$11.9 Million
1.69% of portfolio
|
Q4 2024
Added 60.73%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
505,720
shares
|
$11.6 Million
0.18% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Financial Futures LTD Liability Co.
|
Jan 24, 2025 Q4 2024 |
490,879
shares
|
$11.3 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 Million
0.14% of portfolio
|
Q4 2024
Added 4102.77%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
475,845
shares
|
$10.9 Million
0.95% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
466,400
shares
|
$10.7 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
457,855
shares
|
$10.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.2 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.2 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
445,689
shares
|
$10.2 Million
0.85% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
442,812
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2025
Added 5093.67%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
421,512
shares
|
$9.67 Million
0.02% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
409,043
shares
|
$9.39 Million
1.01% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
407,334
shares
|
$9.35 Million
0.53% of portfolio
|
Q4 2024
Added 683.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
403,614
shares
|
$9.26 Million
0.21% of portfolio
|
Q4 2024
Added 29.43%
|