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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,811
shares
|
$446,385
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
18,235
shares
|
$432,716
1.09% of portfolio
|
Q1 2025
Added 62.32%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
17,847
shares
|
$423,509
0.1% of portfolio
|
Q1 2025
Added 184.69%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
17,691
shares
|
$419,807
0.01% of portfolio
|
Q1 2025
Added 34.83%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
17,576
shares
|
$417,078
0.25% of portfolio
|
Q1 2025
Added 61.68%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
17,400
shares
|
$412,902
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
17,201
shares
|
$408,179
0.21% of portfolio
|
Q1 2025
Reduced 28.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
17,084
shares
|
$405,403
0.11% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
16,810
shares
|
$398,901
0.37% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
16,718
shares
|
$396,718
0.15% of portfolio
|
Q2 2025
Added 192.32%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Jul 22, 2025 Q2 2025 |
16,659
shares
|
$395,318
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
16,546
shares
|
$392,636
0.0% of portfolio
|
Q1 2025
Reduced 92.56%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,355
shares
|
$388,104
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
16,262
shares
|
$385,897
0.0% of portfolio
|
Q1 2025
Reduced 20.48%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
16,189
shares
|
$384,164
0.3% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
16,000
shares
|
$379,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
15,909
shares
|
$377,520
0.01% of portfolio
|
Q1 2025
Added 71.16%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
15,904
shares
|
$377,401
0.0% of portfolio
|
Q1 2025
Reduced 28.8%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
15,864
shares
|
$376,452
0.16% of portfolio
|
Q1 2025
Added 85.44%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,823
shares
|
$375,479
0.0% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
15,680
shares
|
$372,086
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
15,376
shares
|
$364,872
0.03% of portfolio
|
Q1 2025
Added 51.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
15,170
shares
|
$359,984
0.01% of portfolio
|
Q1 2025
Added 68.63%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
14,949
shares
|
$354,739
0.07% of portfolio
|
Q1 2025
Added 12.08%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,942
shares
|
$354,573
0.06% of portfolio
|
Q1 2025
New holding
|