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 484 institutions that hold shares in the stock, with a total of 254 Million shares, which have been reported (via 13F filing form) to have a value of $5.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
61,368
shares
|
$1.43 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
61,267
shares
|
$1.43 Million
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
60,270
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
59,956
shares
|
$1.4 Million
0.46% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
59,216
shares
|
$1.38 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
57,045
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
56,705
shares
|
$1.32 Million
0.31% of portfolio
|
Q1 2025
Added 126.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
56,416
shares
|
$1.32 Million
0.05% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
56,054
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
55,921
shares
|
$1.3 Million
0.08% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
54,331
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
53,812
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
53,672
shares
|
$1.25 Million
2.66% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,632
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.68%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
53,613
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Added 173.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
53,405
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
52,079
shares
|
$1.21 Million
0.75% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
51,443
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
51,304
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
50,422
shares
|
$1.18 Million
0.11% of portfolio
|
Q1 2025
Added 177.9%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
48,641
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
48,398
shares
|
$1.13 Million
0.25% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
47,948
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
46,822
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 48.69%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
46,796
shares
|
$1.09 Million
0.15% of portfolio
|
Q1 2025
Added 35.99%
|