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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
26,749
shares
|
$634,753
0.04% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
26,696
shares
|
$633,496
0.14% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
26,369
shares
|
$625,736
0.5% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
25,939
shares
|
$615,532
0.07% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
25,682
shares
|
$609,433
0.29% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
25,422
shares
|
$603,264
0.06% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
25,234
shares
|
$598,802
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
24,946
shares
|
$591,968
0.21% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
24,637
shares
|
$584,636
0.34% of portfolio
|
Q2 2025
Added 39.24%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
23,204
shares
|
$550,630
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
23,000
shares
|
$545,790
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
22,397
shares
|
$531,480
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
22,364
shares
|
$530,697
0.02% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
22,064
shares
|
$523,578
0.76% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
22,019
shares
|
$522,510
0.23% of portfolio
|
Q2 2025
Reduced 79.91%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
21,899
shares
|
$519,663
0.19% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
21,413
shares
|
$508,130
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
21,335
shares
|
$506,279
0.46% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
20,751
shares
|
$492,421
0.17% of portfolio
|
Q3 2023
Added 5.25%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
20,515
shares
|
$486,820
0.32% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
20,123
shares
|
$477,518
0.03% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
19,451
shares
|
$461,572
0.07% of portfolio
|
Q1 2025
Reduced 43.49%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,403
shares
|
$460,433
0.06% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
19,206
shares
|
$455,758
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
18,918
shares
|
$448,924
0.21% of portfolio
|
Q1 2025
Reduced 1.3%
|