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 447 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,395
shares
|
$33,117
0.0% of portfolio
|
Q4 2024
Reduced 64.18%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,364
shares
|
$32,381
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,322
shares
|
$31,384
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
1,273
shares
|
$30,221
0.01% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
1,226
shares
|
$29,105
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,173
shares
|
$27,847
0.01% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
982
shares
|
$23,312
0.0% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
800
shares
|
$18,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
767
shares
|
$18,208
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
714
shares
|
$16,950
0.0% of portfolio
|
Q4 2024
Reduced 38.82%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
701
shares
|
$16,641
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
660
shares
|
$15,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
638
shares
|
$15,146
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
620
shares
|
$14,718
0.03% of portfolio
|
Q3 2024
Reduced 83.84%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
609
shares
|
$14,457
0.0% of portfolio
|
Q3 2023
Added 26.61%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$14,243
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
510
shares
|
$12,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
500
shares
|
$11,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
495
shares
|
$11,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
483
shares
|
$11,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
470
shares
|
$11,157
0.01% of portfolio
|
Q4 2024
Reduced 13.12%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
454
shares
|
$10,777
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
450
shares
|
$10,683
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
448
shares
|
$10,635
0.0% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
429
shares
|
$10,184
0.0% of portfolio
|
Q4 2024
Reduced 48.44%
|