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 491 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
48,398
shares
|
$1.15 Million
0.25% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
47,948
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
46,822
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 48.69%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
46,796
shares
|
$1.11 Million
0.15% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
46,550
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
46,508
shares
|
$1.1 Million
0.98% of portfolio
|
Q1 2025
Reduced 37.3%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
46,010
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
45,351
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Added 135.13%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
45,345
shares
|
$1.08 Million
0.39% of portfolio
|
Q2 2025
Reduced 46.77%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
45,307
shares
|
$1.08 Million
0.83% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
45,220
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
44,250
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
44,126
shares
|
$1.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 29.33%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
44,059
shares
|
$1.05 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
43,010
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
42,693
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
41,796
shares
|
$991,819
0.27% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
41,765
shares
|
$991,083
0.41% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
40,812
shares
|
$968,468
0.53% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Brown Financial Advisory
|
Apr 29, 2025 Q1 2025 |
39,448
shares
|
$936,101
0.64% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
37,645
shares
|
$893,315
0.12% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
37,405
shares
|
$887,620
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
37,064
shares
|
$879,528
0.68% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,870
shares
|
$874,925
0.0% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
36,202
shares
|
$859,073
0.23% of portfolio
|
Q1 2025
Added 52.96%
|