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 |
|---|---|---|---|---|---|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
93,012
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
92,867
shares
|
$2.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 68.8%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
91,945
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
90,997
shares
|
$2.15 Million
0.32% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
90,979
shares
|
$2.15 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
90,509
shares
|
$2.14 Million
1.04% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
87,843
shares
|
$2.07 Million
0.37% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
87,635
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Added 188.54%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
86,063
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Nikulski Financial, Inc.
|
Jan 15, 2026 Q4 2025 |
84,653
shares
|
$2 Million
0.5% of portfolio
|
Q4 2025
Added 7.44%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
83,957
shares
|
$1.98 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
83,603
shares
|
$1.97 Million
0.11% of portfolio
|
Q4 2025
Added 15.66%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
83,542
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
83,183
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
82,449
shares
|
$1.94 Million
0.03% of portfolio
|
Q4 2025
Reduced 5.48%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
82,316
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
81,084
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2025
Added 650.29%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
80,763
shares
|
$1.91 Million
0.16% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
80,751
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
78,641
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
77,583
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
77,065
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
75,280
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
75,202
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2025
Added 49.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
74,796
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 8.75%
|
|