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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
28,505
shares
|
$680,414
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
|
$665,901
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jul 28, 2025 Q2 2025 |
27,278
shares
|
$651,125
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
26,810
shares
|
$639,954
0.16% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
26,750
shares
|
$638,522
0.4% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
26,501
shares
|
$632,578
0.01% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
26,369
shares
|
$629,428
0.5% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
26,266
shares
|
$626,969
0.01% of portfolio
|
Q2 2025
Added 156.91%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
25,939
shares
|
$619,163
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
24,946
shares
|
$595,461
0.21% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
24,637
shares
|
$588,085
0.34% of portfolio
|
Q2 2025
Added 39.24%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
24,531
shares
|
$585,554
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
23,574
shares
|
$562,711
0.02% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
23,480
shares
|
$560,467
0.0% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
23,044
shares
|
$550,060
0.19% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,911
shares
|
$546,885
0.07% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
22,253
shares
|
$531,179
0.72% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
22,019
shares
|
$525,593
0.23% of portfolio
|
Q2 2025
Reduced 79.91%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
21,413
shares
|
$511,128
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
21,335
shares
|
$509,266
0.42% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,751
shares
|
$495,326
0.17% of portfolio
|
Q3 2023
Added 5.25%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
20,515
shares
|
$489,693
0.32% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
19,924
shares
|
$475,585
0.08% of portfolio
|
Q2 2025
Added 33.28%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,403
shares
|
$463,149
0.06% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
19,206
shares
|
$458,447
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|