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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,605
shares
|
$38,311
0.01% of portfolio
|
Q2 2025
Added 36.83%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,589
shares
|
$37,929
0.02% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,472
shares
|
$35,136
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,367
shares
|
$32,630
0.0% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,364
shares
|
$32,558
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
1,322
shares
|
$31,556
0.0% of portfolio
|
Q2 2025
Added 10916.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
1,276
shares
|
$30,458
0.01% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,232
shares
|
$29,407
0.01% of portfolio
|
Q2 2025
Added 171.37%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,231
shares
|
$29,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,213
shares
|
$28,954
0.01% of portfolio
|
Q2 2025
Reduced 76.59%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
1,185
shares
|
$28,285
0.02% of portfolio
|
Q2 2025
Reduced 92.53%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,108
shares
|
$26,447
0.0% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,100
shares
|
$26,257
0.0% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,091
shares
|
$26,042
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
1,004
shares
|
$23,965
0.02% of portfolio
|
Q2 2025
Added 57.37%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
767
shares
|
$18,308
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
753
shares
|
$17,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
736
shares
|
$17,568
0.0% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
710
shares
|
$16,947
0.01% of portfolio
|
Q2 2025
Added 39.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
701
shares
|
$16,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
638
shares
|
$15,229
0.0% of portfolio
|
Q2 2025
Added 55.99%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
620
shares
|
$14,799
0.03% of portfolio
|
Q3 2024
Reduced 83.84%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
609
shares
|
$14,536
0.0% of portfolio
|
Q3 2023
Added 26.61%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
600
shares
|
$14,322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
550
shares
|
$13,128
0.0% of portfolio
|
Q2 2025
New holding
|