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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,755
shares
|
$136,566
0.01% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,711
shares
|
$135,522
0.01% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
5,470
shares
|
$129,803
0.0% of portfolio
|
Q1 2025
Added 292.11%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,393
shares
|
$127,975
0.11% of portfolio
|
Q3 2023
Reduced 13.38%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
5,181
shares
|
$122,945
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
5,102
shares
|
$121,070
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
5,008
shares
|
$118,839
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
4,529
shares
|
$107,473
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
4,501
shares
|
$106,808
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,277
shares
|
$101,493
0.0% of portfolio
|
Q1 2025
Added 103.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
4,160
shares
|
$98,716
0.02% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
4,151
shares
|
$98,503
0.01% of portfolio
|
Q1 2025
Added 47.46%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
4,102
shares
|
$97,340
0.06% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
3,990
shares
|
$94,682
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
3,768
shares
|
$89,414
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,535
shares
|
$83,885
0.01% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,377
shares
|
$80,136
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,150
shares
|
$74,749
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
|
$67,274
0.06% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
2,384
shares
|
$56,572
0.02% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,339
shares
|
$55,504
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,278
shares
|
$54,056
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
2,212
shares
|
$52,490
0.0% of portfolio
|
Q2 2022
Reduced 6.31%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
2,097
shares
|
$49,761
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,947
shares
|
$46,202
0.01% of portfolio
|
Q2 2025
New holding
|