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 383 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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
30,617
shares
|
$731,133
0.0% of portfolio
|
Q3 2024
Added 394.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
30,576
shares
|
$730,154
0.0% of portfolio
|
Q3 2024
Reduced 27.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
30,194
shares
|
$721,032
0.02% of portfolio
|
Q2 2024
Added 52.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,000
shares
|
$716,400
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
30,000
shares
|
$716,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
29,528
shares
|
$705,128
0.09% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
29,095
shares
|
$694,788
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
29,009
shares
|
$692,734
0.04% of portfolio
|
Q3 2024
Added 114.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,290
shares
|
$675,565
0.03% of portfolio
|
Q3 2024
Added 35.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
28,118
shares
|
$671,457
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,278
shares
|
$651,398
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
27,266
shares
|
$651,112
0.01% of portfolio
|
Q3 2024
Added 28.35%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
27,091
shares
|
$646,933
0.17% of portfolio
|
Q3 2024
Reduced 14.07%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,911
shares
|
$642,634
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
26,911
shares
|
$642,634
0.01% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
26,830
shares
|
$640,700
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
26,510
shares
|
$633,058
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Nov 14, 2024 Q3 2024 |
26,150
shares
|
$624,462
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
25,971
shares
|
$620,187
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
25,939
shares
|
$619,423
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
25,939
shares
|
$619,423
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
25,430
shares
|
$607,268
0.01% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
25,050
shares
|
$598,194
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
24,608
shares
|
$587,639
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
23,960
shares
|
$572,164
0.47% of portfolio
|
Q3 2024
Reduced 36.23%
|