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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,357
shares
|
$271,091
0.02% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,070
shares
|
$264,240
0.0% of portfolio
|
Q2 2025
Reduced 30.39%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,005
shares
|
$262,689
0.01% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
10,925
shares
|
$260,779
0.02% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
10,891
shares
|
$259,968
0.02% of portfolio
|
Q2 2025
Reduced 87.82%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
10,872
shares
|
$259,514
0.12% of portfolio
|
Q2 2025
Reduced 6.85%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
10,866
shares
|
$259,371
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
10,835
shares
|
$258,631
0.03% of portfolio
|
Q2 2025
Reduced 27.4%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
10,814
shares
|
$258,130
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,807
shares
|
$257,963
0.01% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
10,800
shares
|
$257,796
0.15% of portfolio
|
Q2 2025
Reduced 38.55%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
10,688
shares
|
$255,122
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
10,676
shares
|
$254,836
0.0% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,631
shares
|
$253,761
0.01% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
10,625
shares
|
$253,618
0.02% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,609
shares
|
$253,236
0.02% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,520
shares
|
$251,112
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
10,300
shares
|
$245,861
0.15% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
10,259
shares
|
$244,882
0.16% of portfolio
|
Q2 2025
Reduced 60.76%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,210
shares
|
$243,712
0.01% of portfolio
|
Q2 2025
Reduced 40.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,193
shares
|
$243,306
0.0% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
10,180
shares
|
$242,996
0.0% of portfolio
|
Q2 2025
Added 5.44%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,143
shares
|
$242,113
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
10,110
shares
|
$241,325
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,094
shares
|
$240,943
0.0% of portfolio
|
Q2 2025
Added 71.2%
|