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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,839
shares
|
$234,856
0.11% of portfolio
|
Q2 2025
Reduced 32.56%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
9,829
shares
|
$234,618
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
9,753
shares
|
$232,804
0.14% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
9,738
shares
|
$232,446
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
9,700
shares
|
$231,539
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,391
shares
|
$224,163
0.14% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
9,129
shares
|
$217,909
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,120
shares
|
$217,694
0.01% of portfolio
|
Q2 2025
Reduced 32.06%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
9,082
shares
|
$216,787
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$214,830
0.02% of portfolio
|
Q2 2025
Reduced 34.72%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
8,974
shares
|
$214,209
0.02% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
8,849
shares
|
$211,225
0.17% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,725
shares
|
$208,265
0.07% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$207,358
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
7,983
shares
|
$190,554
0.0% of portfolio
|
Q2 2025
Added 429.03%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
7,762
shares
|
$185,278
0.13% of portfolio
|
Q2 2025
Reduced 79.06%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
7,361
shares
|
$175,707
0.01% of portfolio
|
Q2 2025
Reduced 10.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
7,275
shares
|
$173,654
0.0% of portfolio
|
Q2 2025
Added 377.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
7,149
shares
|
$170,646
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
7,111
shares
|
$169,739
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,894
shares
|
$164,559
0.0% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$163,461
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$142,050
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
5,410
shares
|
$129,136
0.06% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
5,200
shares
|
$124,124
0.04% of portfolio
|
Q2 2025
Added 1.92%
|