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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
123,608
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2025
Added 52.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
122,083
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2025
Added 10.06%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
118,770
shares
|
$2.8 Million
0.03% of portfolio
|
Q3 2025
Added 35.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
118,722
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
118,639
shares
|
$2.8 Million
0.18% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
118,447
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
116,808
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
113,707
shares
|
$2.68 Million
1.6% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
110,567
shares
|
$2.61 Million
0.84% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Auour Investments LLC
Wenham, MA |
Jan 12, 2026 Q4 2025 |
109,739
shares
|
$2.59 Million
0.89% of portfolio
|
Q4 2025
Added 54.77%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
108,147
shares
|
$2.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105,770
shares
|
$2.5 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
104,417
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 28.83%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
103,835
shares
|
$2.45 Million
0.08% of portfolio
|
Q3 2025
Added 87.74%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
103,135
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
102,983
shares
|
$2.43 Million
0.41% of portfolio
|
Q3 2025
Added 124.47%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
102,500
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
101,513
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
100,335
shares
|
$2.37 Million
0.49% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2025 Q3 2025 |
100,000
shares
|
$2.36 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
97,783
shares
|
$2.31 Million
0.77% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
97,596
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 10, 2025 Q3 2025 |
97,557
shares
|
$2.3 Million
1.77% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
96,735
shares
|
$2.28 Million
0.84% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
96,582
shares
|
$2.28 Million
1.7% of portfolio
|
Q2 2025
Added 2.11%
|
|