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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
10,152
shares
|
$240,906
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,143
shares
|
$240,693
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Cs Group, LLC
|
Jul 14, 2025 Q2 2025 |
10,110
shares
|
$239,910
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,839
shares
|
$233,479
0.11% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
9,829
shares
|
$233,242
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
9,753
shares
|
$231,438
0.14% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
9,655
shares
|
$229,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
9,641
shares
|
$228,780
0.02% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,625
shares
|
$228,401
0.02% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,391
shares
|
$222,848
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,120
shares
|
$216,417
0.01% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,725
shares
|
$207,044
0.07% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$206,142
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
8,607
shares
|
$204,244
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
8,593
shares
|
$203,911
0.16% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
8,500
shares
|
$201,705
0.01% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
8,185
shares
|
$194,230
0.01% of portfolio
|
Q1 2025
Added 7079.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
7,526
shares
|
$178,591
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
7,254
shares
|
$172,137
0.1% of portfolio
|
Q1 2025
Added 38.07%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,160
shares
|
$169,906
0.02% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,148
shares
|
$169,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,894
shares
|
$163,594
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$162,503
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$141,217
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
5,896
shares
|
$139,912
0.0% of portfolio
|
Q1 2025
Added 1.48%
|