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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
19,048
shares
|
$454,675
0.04% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,811
shares
|
$449,018
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
18,455
shares
|
$440,520
1.05% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
18,101
shares
|
$432,070
0.19% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
17,756
shares
|
$423,835
0.2% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
17,400
shares
|
$415,338
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
17,090
shares
|
$407,938
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
16,979
shares
|
$405,288
0.0% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
16,718
shares
|
$399,058
0.15% of portfolio
|
Q2 2025
Added 192.32%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
16,659
shares
|
$397,650
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,355
shares
|
$390,393
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
16,189
shares
|
$386,431
0.3% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
15,960
shares
|
$380,965
0.14% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15,820
shares
|
$377,623
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
15,663
shares
|
$373,875
0.02% of portfolio
|
Q2 2025
Reduced 22.16%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
15,350
shares
|
$366,404
0.16% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
15,275
shares
|
$364,614
0.35% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
15,137
shares
|
$361,320
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
14,840
shares
|
$354,230
0.02% of portfolio
|
Q2 2025
Added 12.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
14,701
shares
|
$350,912
0.04% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
14,659
shares
|
$349,910
0.29% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
14,625
shares
|
$349,098
0.22% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
14,560
shares
|
$347,547
0.19% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
14,534
shares
|
$346,926
0.07% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
14,471
shares
|
$345,422
0.07% of portfolio
|
Q2 2025
Reduced 92.88%
|