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 481 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $6.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
55,307
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Strategic Financial Planning, Inc.
|
Aug 13, 2025 Q2 2025 |
55,159
shares
|
$1.32 Million
0.85% of portfolio
|
Q2 2025
Reduced 80.5%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
53,969
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
53,812
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
53,484
shares
|
$1.28 Million
0.93% of portfolio
|
Q2 2025
Added 15.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,774
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
50,520
shares
|
$1.21 Million
0.09% of portfolio
|
Q2 2025
Added 346.68%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
50,447
shares
|
$1.2 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
49,650
shares
|
$1.19 Million
0.08% of portfolio
|
Q2 2025
Added 59.91%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
49,520
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
47,993
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
46,952
shares
|
$1.12 Million
0.25% of portfolio
|
Q2 2025
Added 29.69%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
46,822
shares
|
$1.12 Million
0.07% of portfolio
|
Q1 2025
Reduced 48.69%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
46,550
shares
|
$1.11 Million
0.41% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
45,879
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2025
Added 57.61%
|
|
|
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
|
Aug 14, 2025 Q2 2025 |
45,307
shares
|
$1.08 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
44,890
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
44,250
shares
|
$1.06 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 |
Aug 14, 2025 Q2 2025 |
43,010
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Brown Financial Advisory
|
Jul 28, 2025 Q2 2025 |
42,148
shares
|
$1.01 Million
0.62% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
41,796
shares
|
$997,670
0.27% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
41,765
shares
|
$996,930
0.41% of portfolio
|
Q2 2025
Reduced 9.75%
|