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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
232,699
shares
|
$5.34 Million
0.01% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
229,615
shares
|
$5.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 94.76%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
222,519
shares
|
$5.11 Million
0.01% of portfolio
|
Q4 2024
Added 1688.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
218,372
shares
|
$5.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
207,311
shares
|
$4.76 Million
0.98% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
206,833
shares
|
$4.75 Million
0.13% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
205,489
shares
|
$4.72 Million
0.05% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
205,298
shares
|
$4.71 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
203,079
shares
|
$4.66 Million
2.6% of portfolio
|
Q1 2025
Added 76.58%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
199,138
shares
|
$4.57 Million
2.19% of portfolio
|
Q1 2025
Added 920.8%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
198,202
shares
|
$4.55 Million
1.08% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jan 27, 2025 Q4 2024 |
197,240
shares
|
$4.53 Million
2.97% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
194,136
shares
|
$4.46 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
194,070
shares
|
$4.45 Million
0.06% of portfolio
|
Q4 2024
Added 154.86%
|
|
|
Apcm Wealth Management For Individuals
|
Jan 29, 2025 Q4 2024 |
191,875
shares
|
$4.4 Million
0.7% of portfolio
|
Q4 2024
Added 705.69%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,459
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
174,231
shares
|
$4 Million
0.2% of portfolio
|
Q4 2024
Added 10.93%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
174,046
shares
|
$3.99 Million
0.02% of portfolio
|
Q4 2024
Added 67.67%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
170,708
shares
|
$3.92 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
170,398
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 25.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
169,613
shares
|
$3.89 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
167,496
shares
|
$3.84 Million
3.07% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
164,738
shares
|
$3.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.98%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
162,547
shares
|
$3.73 Million
0.95% of portfolio
|
Q1 2025
Added 406.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
159,091
shares
|
$3.65 Million
0.11% of portfolio
|
Q1 2025
Added 58.19%
|