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 |
|---|---|---|---|---|---|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
14,924
shares
|
$354,146
0.05% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
14,625
shares
|
$347,051
0.22% of portfolio
|
Q2 2025
Added 25.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
14,562
shares
|
$345,556
0.05% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
14,560
shares
|
$345,508
0.19% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
14,534
shares
|
$344,891
0.07% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
14,370
shares
|
$341,000
0.11% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
14,364
shares
|
$340,857
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
14,361
shares
|
$340,786
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
14,079
shares
|
$334,094
0.09% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,044
shares
|
$333,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
13,786
shares
|
$327,141
0.03% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
13,665
shares
|
$324,270
0.01% of portfolio
|
Q4 2024
Reduced 65.82%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
13,513
shares
|
$320,663
0.33% of portfolio
|
Q1 2025
Reduced 23.44%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
13,409
shares
|
$318,195
0.04% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,329
shares
|
$316,297
0.0% of portfolio
|
Q2 2025
Reduced 96.99%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,314
shares
|
$315,941
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
13,298
shares
|
$315,561
0.0% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13,245
shares
|
$314,303
0.01% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
13,243
shares
|
$314,256
0.07% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Bts Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
13,180
shares
|
$312,761
0.35% of portfolio
|
Q1 2025
Reduced 72.02%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
13,064
shares
|
$310,008
0.03% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
12,905
shares
|
$306,235
0.03% of portfolio
|
Q1 2025
Reduced 83.9%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
12,684
shares
|
$300,991
0.12% of portfolio
|
Q1 2025
Reduced 34.08%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
12,682
shares
|
$300,943
0.03% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
12,464
shares
|
$295,770
0.13% of portfolio
|
Q1 2025
Added 18.3%
|