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 520 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
10,475
shares
|
$247,105
0.02% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
10,461
shares
|
$246,774
0.02% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,244
shares
|
$241,655
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,233
shares
|
$241,396
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
10,185
shares
|
$240,264
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,143
shares
|
$239,273
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Cs Group, LLC
|
Nov 06, 2025 Q3 2025 |
10,119
shares
|
$238,707
0.18% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,094
shares
|
$238,117
0.0% of portfolio
|
Q2 2025
Added 71.2%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
10,079
shares
|
$237,763
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
9,897
shares
|
$233,470
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
9,829
shares
|
$231,866
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
9,753
shares
|
$230,073
0.14% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
9,633
shares
|
$227,242
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
9,578
shares
|
$225,945
0.0% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
9,541
shares
|
$225,072
0.02% of portfolio
|
Q3 2025
Reduced 10.73%
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,421
shares
|
$222,241
0.1% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
9,332
shares
|
$220,141
0.02% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
9,300
shares
|
$219,387
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,168
shares
|
$216,273
0.01% of portfolio
|
Q3 2025
Reduced 22.16%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
8,743
shares
|
$206,247
0.01% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$204,926
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
8,642
shares
|
$203,864
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
8,468
shares
|
$199,760
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,429
shares
|
$198,840
0.3% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
8,368
shares
|
$197,401
0.01% of portfolio
|
Q3 2025
Reduced 18.04%
|
|