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 |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
40,812
shares
|
$974,182
0.53% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
38,995
shares
|
$930,810
0.01% of portfolio
|
Q2 2025
Added 612.89%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
36,211
shares
|
$864,356
0.0% of portfolio
|
Q2 2025
Reduced 15.18%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
35,405
shares
|
$845,117
0.11% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
35,378
shares
|
$844,472
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
35,315
shares
|
$842,969
0.22% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
34,929
shares
|
$833,755
0.11% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
34,809
shares
|
$830,890
0.07% of portfolio
|
Q2 2025
Added 36.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
34,343
shares
|
$819,767
0.02% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
34,259
shares
|
$817,762
0.56% of portfolio
|
Q2 2025
Added 25.02%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,021
shares
|
$812,081
0.03% of portfolio
|
Q3 2022
Added 7.63%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
33,420
shares
|
$797,735
0.01% of portfolio
|
Q2 2025
Added 77.66%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jul 24, 2025 Q2 2025 |
33,228
shares
|
$793,152
0.37% of portfolio
|
Q2 2025
Reduced 57.74%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
32,667
shares
|
$779,761
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,518
shares
|
$776,204
0.18% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
32,400
shares
|
$773,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,356
shares
|
$772,337
0.02% of portfolio
|
Q4 2023
Added 13.18%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Aug 13, 2025 Q2 2025 |
32,344
shares
|
$772,051
0.41% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
30,760
shares
|
$734,241
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
30,372
shares
|
$724,979
0.0% of portfolio
|
Q2 2025
Reduced 64.98%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,000
shares
|
$716,100
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
29,642
shares
|
$707,554
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
29,615
shares
|
$706,910
0.14% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
29,453
shares
|
$703,043
0.1% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
28,956
shares
|
$691,179
0.08% of portfolio
|
Q2 2025
Added 0.07%
|