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 383 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
4,306
shares
|
$101,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,895
shares
|
$91,610
0.0% of portfolio
|
Q1 2024
Reduced 12.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,805
shares
|
$89,493
0.03% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,150
shares
|
$74,088
0.0% of portfolio
|
Q4 2020
Reduced 26.98%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,985
shares
|
$70,207
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2,589
shares
|
$60,893
0.02% of portfolio
|
Q3 2024
Added 37.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,588
shares
|
$60,869
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
2,567
shares
|
$60,375
0.0% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,450
shares
|
$57,624
0.0% of portfolio
|
Q3 2024
Added 19.4%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,339
shares
|
$55,013
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,291
shares
|
$53,884
0.0% of portfolio
|
Q3 2024
Added 83.43%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,213
shares
|
$52,049
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
2,212
shares
|
$52,026
0.01% of portfolio
|
Q2 2022
Reduced 6.31%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,770
shares
|
$41,630
0.0% of portfolio
|
Q3 2024
Reduced 67.18%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1,687
shares
|
$39,678
0.0% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
1,528
shares
|
$35,938
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,501
shares
|
$35,303
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
1,494
shares
|
$35,138
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,364
shares
|
$32,081
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,238
shares
|
$29,117
0.01% of portfolio
|
Q3 2024
Added 13.27%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,184
shares
|
$27,847
0.0% of portfolio
|
Q1 2023
Added 118300.0%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,167
shares
|
$27,447
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,167
shares
|
$27,447
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,063
shares
|
$25,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
964
shares
|
$22,673
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|