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 197 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
373,431
shares
|
$8.57 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
|
$8.42 Million
0.1% of portfolio
|
Q4 2024
Added 82.13%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
365,423
shares
|
$8.39 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
361,642
shares
|
$8.3 Million
0.34% of portfolio
|
Q4 2024
Added 66.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
350,326
shares
|
$8.04 Million
1.23% of portfolio
|
Q4 2024
Added 39.21%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
346,207
shares
|
$7.95 Million
4.71% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
330,826
shares
|
$7.59 Million
0.6% of portfolio
|
Q4 2024
Added 46.8%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
323,359
shares
|
$7.42 Million
3.27% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
323,307
shares
|
$7.42 Million
0.0% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
318,827
shares
|
$7.32 Million
2.83% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
313,992
shares
|
$7.21 Million
0.0% of portfolio
|
Q4 2024
Added 39.98%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
313,655
shares
|
$7.2 Million
3.58% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,065
shares
|
$6.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
292,992
shares
|
$6.72 Million
0.18% of portfolio
|
Q4 2024
Added 49.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
292,175
shares
|
$6.71 Million
0.04% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
290,669
shares
|
$6.67 Million
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
283,183
shares
|
$6.5 Million
0.07% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
282,694
shares
|
$6.49 Million
1.77% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
282,308
shares
|
$6.48 Million
4.51% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
267,108
shares
|
$6.13 Million
0.06% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
260,410
shares
|
$5.98 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
258,500
shares
|
$5.93 Million
0.45% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
258,478
shares
|
$5.93 Million
1.29% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
250,244
shares
|
$5.74 Million
0.0% of portfolio
|
Q4 2024
Added 10.34%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
246,276
shares
|
$5.65 Million
0.2% of portfolio
|
Q1 2025
Added 1102.58%
|