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 |
|---|---|---|---|---|---|
|
Apcm Wealth Management For Individuals
|
Nov 04, 2024 Q3 2024 |
23,815
shares
|
$558,699
0.09% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
23,284
shares
|
$546,242
0.11% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
22,800
shares
|
$534,888
0.35% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,717
shares
|
$509,480
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
21,559
shares
|
$505,774
0.02% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
21,210
shares
|
$497,586
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
21,181
shares
|
$496,906
0.11% of portfolio
|
Q3 2024
Added 63.8%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
21,006
shares
|
$492,800
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,751
shares
|
$486,818
0.17% of portfolio
|
Q3 2023
Added 5.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
20,606
shares
|
$483,416
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
20,114
shares
|
$471,874
0.22% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,022
shares
|
$469,716
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
20,000
shares
|
$469,200
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
19,420
shares
|
$455,593
0.2% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
19,349
shares
|
$453,927
0.43% of portfolio
|
Q3 2024
Added 84.58%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
19,235
shares
|
$451,253
0.42% of portfolio
|
Q3 2024
Added 78.93%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,923
shares
|
$443,933
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
18,378
shares
|
$431,147
0.07% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
17,801
shares
|
$417,611
0.01% of portfolio
|
Q3 2024
Added 123.74%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
17,800
shares
|
$417,588
0.04% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
17,770
shares
|
$416,884
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
17,109
shares
|
$401,377
0.06% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
16,956
shares
|
$397,787
0.29% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
16,539
shares
|
$388,004
0.89% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
16,492
shares
|
$386,902
0.12% of portfolio
|
Q3 2024
New holding
|