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 $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
14,997,833
shares
|
$352 Million
0.48% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
Nov 14, 2024 Q3 2024 |
13,497,600
shares
|
$317 Million
13.48% of portfolio
|
Q3 2024
Added 24.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,239,419
shares
|
$193 Million
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
6,242,467
shares
|
$146 Million
0.04% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
5,932,291
shares
|
$139 Million
6.27% of portfolio
|
Q3 2024
Added 65.97%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,853,229
shares
|
$114 Million
0.15% of portfolio
|
Q3 2024
Added 25.76%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 04, 2024 Q3 2024 |
4,716,858
shares
|
$111 Million
0.48% of portfolio
|
Q3 2024
Reduced 24.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,480,719
shares
|
$105 Million
0.05% of portfolio
|
Q3 2024
Added 18.47%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,384,806
shares
|
$103 Million
0.01% of portfolio
|
Q3 2024
Added 26.16%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,382,588
shares
|
$103 Million
0.09% of portfolio
|
Q3 2024
Reduced 46.0%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
4,179,100
shares
|
$98 Million
5.53% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,376,946
shares
|
$79.2 Million
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
3,265,320
shares
|
$76.6 Million
2.82% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Toews Corp
|
Oct 25, 2024 Q3 2024 |
2,250,100
shares
|
$52.8 Million
7.28% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
1,972,444
shares
|
$46.3 Million
2.52% of portfolio
|
Q3 2024
Added 189.17%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,956,771
shares
|
$45.9 Million
1.92% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,861,963
shares
|
$43.7 Million
0.67% of portfolio
|
Q3 2024
Added 23616.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,763,994
shares
|
$41.4 Million
0.05% of portfolio
|
Q3 2024
Added 702.21%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,741,280
shares
|
$40.9 Million
0.01% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
1,715,011
shares
|
$40.2 Million
6.07% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,633,526
shares
|
$38.3 Million
0.09% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,518,080
shares
|
$35.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,494,228
shares
|
$35.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
1,436,542
shares
|
$33.7 Million
1.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,422,012
shares
|
$33.4 Million
0.94% of portfolio
|
Q1 2024
New holding
|