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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
5,135
shares
|
$122,572
0.03% of portfolio
|
Q2 2025
Added 23.44%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,624
shares
|
$110,374
0.08% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,605
shares
|
$109,921
0.01% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,529
shares
|
$108,107
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
4,501
shares
|
$107,438
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,151
shares
|
$99,084
0.01% of portfolio
|
Q1 2025
Added 47.46%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
3,990
shares
|
$95,241
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
3,780
shares
|
$90,228
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,535
shares
|
$84,380
0.01% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
3,403
shares
|
$81,229
0.01% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,150
shares
|
$75,190
0.0% of portfolio
|
Q4 2020
Reduced 26.98%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,835
shares
|
$67,671
0.06% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,753
shares
|
$65,714
0.0% of portfolio
|
Q2 2025
Reduced 51.79%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,384
shares
|
$56,906
0.02% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,339
shares
|
$55,831
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,278
shares
|
$54,375
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,212
shares
|
$52,800
0.0% of portfolio
|
Q2 2022
Reduced 6.31%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,097
shares
|
$50,055
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
2,019
shares
|
$48,193
0.0% of portfolio
|
Q2 2025
Added 24.63%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,947
shares
|
$46,474
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,909
shares
|
$45,567
0.03% of portfolio
|
Q4 2024
Reduced 26.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,899
shares
|
$45,329
0.02% of portfolio
|
Q2 2025
Reduced 53.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,682
shares
|
$40,149
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,663
shares
|
$39,695
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
1,663
shares
|
$39,695
0.02% of portfolio
|
Q2 2025
Added 5839.29%
|