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 |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,909
shares
|
$45,300
0.03% of portfolio
|
Q4 2024
Reduced 26.26%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,899
shares
|
$45,063
0.02% of portfolio
|
Q2 2025
Reduced 53.57%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,682
shares
|
$39,913
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,663
shares
|
$39,462
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,635
shares
|
$38,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
1,620
shares
|
$38,442
0.0% of portfolio
|
Q1 2025
Added 145.45%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
1,559
shares
|
$36,995
0.02% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
1,525
shares
|
$36,188
0.0% of portfolio
|
Q1 2025
Reduced 77.32%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,509
shares
|
$35,808
0.0% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,509
shares
|
$35,808
0.0% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
1,472
shares
|
$34,930
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,415
shares
|
$33,577
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,364
shares
|
$32,367
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,231
shares
|
$29,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,229
shares
|
$29,164
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,173
shares
|
$27,835
0.01% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,100
shares
|
$26,103
0.0% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,091
shares
|
$25,889
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,006
shares
|
$23,872
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
1,004
shares
|
$23,824
0.02% of portfolio
|
Q2 2025
Added 57.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
767
shares
|
$18,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
753
shares
|
$17,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
717
shares
|
$17,014
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
701
shares
|
$16,634
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
620
shares
|
$14,712
0.03% of portfolio
|
Q3 2024
Reduced 83.84%
|