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 382 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
265,577
shares
|
$6.31 Million
0.51% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
258,500
shares
|
$6.14 Million
0.47% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
257,313
shares
|
$6.12 Million
0.01% of portfolio
|
Q3 2024
Added 75.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
257,270
shares
|
$6.12 Million
0.04% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
252,558
shares
|
$6 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.6%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
252,448
shares
|
$6 Million
2.65% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
251,661
shares
|
$5.98 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
251,251
shares
|
$5.97 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
239,042
shares
|
$5.68 Million
0.29% of portfolio
|
Q3 2024
Reduced 7.53%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
233,676
shares
|
$5.55 Million
1.27% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
226,784
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
225,362
shares
|
$5.36 Million
0.51% of portfolio
|
Q3 2024
Added 16.97%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
224,311
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 767.61%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
222,178
shares
|
$5.28 Million
3.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
216,769
shares
|
$5.15 Million
0.23% of portfolio
|
Q3 2024
Added 56.79%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
209,253
shares
|
$4.97 Million
0.38% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
203,737
shares
|
$4.84 Million
0.04% of portfolio
|
Q3 2024
Added 144.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
201,535
shares
|
$4.79 Million
0.05% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
196,864
shares
|
$4.68 Million
1.07% of portfolio
|
Q3 2024
Added 56.46%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
196,061
shares
|
$4.66 Million
0.11% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
194,656
shares
|
$4.63 Million
0.27% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
192,700
shares
|
$4.58 Million
0.05% of portfolio
|
Q3 2024
Added 12.54%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 23, 2024 Q3 2024 |
190,305
shares
|
$4.52 Million
2.95% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
186,553
shares
|
$4.43 Million
1.04% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,459
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Added 12.43%
|