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 441 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
133,665
shares
|
$3.17 Million
0.16% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
127,466
shares
|
$3.03 Million
3.09% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
126,210
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
Added 34.89%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
123,367
shares
|
$2.93 Million
1.33% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
120,319
shares
|
$2.86 Million
0.21% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
118,089
shares
|
$2.8 Million
0.2% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jan 23, 2025 Q4 2024 |
115,010
shares
|
$2.73 Million
1.46% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
114,652
shares
|
$2.72 Million
0.04% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
111,947
shares
|
$2.66 Million
1.6% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
111,391
shares
|
$2.65 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
109,415
shares
|
$2.6 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
109,280
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
108,711
shares
|
$2.58 Million
0.27% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
106,122
shares
|
$2.52 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
103,718
shares
|
$2.46 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
102,657
shares
|
$2.44 Million
1.54% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
102,500
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
100,569
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
100,237
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Added 69.34%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
98,973
shares
|
$2.35 Million
0.89% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
95,624
shares
|
$2.27 Million
0.29% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
93,043
shares
|
$2.21 Million
1.44% of portfolio
|
Q1 2024
Reduced 20.24%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
91,952
shares
|
$2.18 Million
1.87% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
91,248
shares
|
$2.17 Million
0.12% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
88,745
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 0.11%
|