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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
168,664
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
159,255
shares
|
$3.79 Million
3.18% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
157,063
shares
|
$3.73 Million
0.19% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
151,157
shares
|
$3.59 Million
0.0% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
151,061
shares
|
$3.59 Million
0.27% of portfolio
|
Q4 2023
Added 13.53%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
145,547
shares
|
$3.46 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
143,703
shares
|
$3.42 Million
1.35% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
136,265
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Added 17.05%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
134,405
shares
|
$3.19 Million
1.57% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
130,967
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
127,512
shares
|
$3.03 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
126,857
shares
|
$3.02 Million
1.11% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 03, 2024 Q3 2024 |
122,907
shares
|
$2.92 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
122,024
shares
|
$2.9 Million
0.98% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
117,558
shares
|
$2.79 Million
0.2% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
117,378
shares
|
$2.79 Million
1.31% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Financial Futures LTD Liability Co.
|
Oct 24, 2024 Q3 2024 |
117,193
shares
|
$2.79 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
116,598
shares
|
$2.77 Million
0.21% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
113,434
shares
|
$2.7 Million
1.66% of portfolio
|
Q1 2024
Added 39.97%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2024 Q3 2024 |
112,806
shares
|
$2.68 Million
1.45% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
112,120
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2024
Added 576.93%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
111,490
shares
|
$2.65 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
109,499
shares
|
$2.6 Million
0.16% of portfolio
|
Q3 2024
Added 48.52%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
106,995
shares
|
$2.54 Million
1.13% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
103,802
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.51%
|