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 523 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $6.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
168,496
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
167,937
shares
|
$3.96 Million
0.58% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
161,972
shares
|
$3.82 Million
0.22% of portfolio
|
Q3 2025
Added 62.68%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
159,432
shares
|
$3.76 Million
0.98% of portfolio
|
Q4 2025
Added 24.75%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
153,282
shares
|
$3.62 Million
0.55% of portfolio
|
Q3 2025
Reduced 32.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
151,161
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
151,061
shares
|
$3.56 Million
0.27% of portfolio
|
Q4 2023
Added 13.53%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
150,228
shares
|
$3.54 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
149,685
shares
|
$3.53 Million
0.43% of portfolio
|
Q4 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
144,606
shares
|
$3.41 Million
0.06% of portfolio
|
Q4 2025
Reduced 11.67%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
144,165
shares
|
$3.4 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
143,206
shares
|
$3.38 Million
0.16% of portfolio
|
Q2 2024
Added 68.73%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
141,639
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
140,350
shares
|
$3.31 Million
1.87% of portfolio
|
Q4 2025
Added 4.41%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
139,555
shares
|
$3.29 Million
0.22% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
138,099
shares
|
$3.26 Million
0.29% of portfolio
|
Q4 2025
Added 5.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
134,639
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
132,882
shares
|
$3.13 Million
2.49% of portfolio
|
Q3 2025
Added 107.13%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
132,000
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2025
Added 112.9%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
131,598
shares
|
$3.1 Million
2.55% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
126,848
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
126,253
shares
|
$2.98 Million
0.22% of portfolio
|
Q4 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
126,056
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
125,699
shares
|
$2.97 Million
0.05% of portfolio
|
Q3 2025
Added 378.56%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
124,255
shares
|
$2.93 Million
2.32% of portfolio
|
Q3 2025
Added 3.67%
|
|