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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
12,334
shares
|
$292,685
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
12,308
shares
|
$292,068
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,297
shares
|
$291,807
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
12,193
shares
|
$289,339
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
12,086
shares
|
$286,800
0.19% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
11,672
shares
|
$276,976
0.14% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
11,591
shares
|
$275,054
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,578
shares
|
$274,745
0.03% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
11,522
shares
|
$273,417
0.22% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,334
shares
|
$268,955
0.01% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
11,115
shares
|
$263,758
0.0% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
11,053
shares
|
$262,287
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,005
shares
|
$261,148
0.01% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,896
shares
|
$258,562
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,807
shares
|
$256,450
0.01% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
10,762
shares
|
$255,382
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
10,614
shares
|
$251,870
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,609
shares
|
$251,751
0.02% of portfolio
|
Q1 2025
Reduced 37.27%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,575
shares
|
$250,944
0.03% of portfolio
|
Q3 2024
Reduced 58.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,573
shares
|
$250,897
0.02% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,475
shares
|
$248,571
0.02% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
10,300
shares
|
$244,419
0.16% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
10,259
shares
|
$243,446
0.16% of portfolio
|
Q2 2025
Reduced 60.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,224
shares
|
$242,615
0.01% of portfolio
|
Q1 2025
Added 17.01%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,210
shares
|
$242,283
0.01% of portfolio
|
Q2 2025
Reduced 40.06%
|