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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
35,378
shares
|
$839,519
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
35,315
shares
|
$838,024
0.22% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
34,929
shares
|
$828,865
0.11% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,021
shares
|
$807,318
0.03% of portfolio
|
Q3 2022
Added 7.63%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
32,667
shares
|
$775,187
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
32,530
shares
|
$771,936
0.0% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,518
shares
|
$771,652
0.18% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
32,516
shares
|
$771,604
0.01% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,356
shares
|
$767,807
0.02% of portfolio
|
Q4 2023
Added 13.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
32,275
shares
|
$765,885
0.01% of portfolio
|
Q1 2025
Added 59.92%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
31,485
shares
|
$747,139
0.12% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
31,049
shares
|
$736,792
0.06% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
30,760
shares
|
$729,934
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,000
shares
|
$711,900
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
30,000
shares
|
$711,900
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
30,000
shares
|
$711,900
3.88% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
29,110
shares
|
$690,780
0.15% of portfolio
|
Q1 2025
Added 17.16%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
29,006
shares
|
$688,312
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
28,956
shares
|
$687,125
0.08% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
28,505
shares
|
$676,423
0.03% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
27,897
shares
|
$661,995
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
27,402
shares
|
$650,249
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
27,120
shares
|
$643,557
0.1% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
26,810
shares
|
$636,201
0.16% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
26,750
shares
|
$634,777
0.42% of portfolio
|
Q1 2025
Added 0.09%
|