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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
14,370
shares
|
$343,011
0.11% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
14,364
shares
|
$342,868
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,361
shares
|
$342,797
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
14,079
shares
|
$336,065
0.09% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
13,527
shares
|
$322,889
0.01% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
13,409
shares
|
$320,072
0.04% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,329
shares
|
$318,163
0.0% of portfolio
|
Q2 2025
Reduced 96.99%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,314
shares
|
$317,805
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
13,243
shares
|
$316,110
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
13,164
shares
|
$314,224
0.03% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
12,674
shares
|
$302,528
0.12% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
12,610
shares
|
$301,000
0.03% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
12,366
shares
|
$295,176
0.01% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
12,304
shares
|
$293,696
0.01% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,297
shares
|
$293,529
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
12,282
shares
|
$293,171
0.03% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
12,240
shares
|
$292,168
0.18% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
12,193
shares
|
$291,046
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
12,086
shares
|
$288,492
0.19% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
12,071
shares
|
$288,134
0.0% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
11,778
shares
|
$281,140
0.01% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
11,646
shares
|
$277,990
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
11,619
shares
|
$277,345
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
11,617
shares
|
$277,297
0.02% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
11,576
shares
|
$276,319
0.11% of portfolio
|
Q2 2025
Reduced 7.12%
|