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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
71,337
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
70,484
shares
|
$1.68 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
69,289
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
69,232
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Added 1648.72%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
63,168
shares
|
$1.5 Million
1.05% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
62,868
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
62,044
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
59,193
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 46.21%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
58,865
shares
|
$1.4 Million
0.33% of portfolio
|
Q3 2024
Added 26.23%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
58,110
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
56,311
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
53,812
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
53,156
shares
|
$1.26 Million
0.62% of portfolio
|
Q3 2024
Added 31.34%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
53,003
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
52,836
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
51,985
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Added 20.9%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
51,869
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
51,440
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2024
Added 5.25%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
50,777
shares
|
$1.21 Million
0.08% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
50,710
shares
|
$1.21 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
50,614
shares
|
$1.2 Million
0.6% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
49,940
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Added 24.71%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
49,443
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
49,126
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
46,801
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
Added 0.5%
|