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 489 institutions that hold shares in the stock, with a total of 255 Million shares, which have been reported (via 13F filing form) to have a value of $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
600
shares
|
$14,172
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
510
shares
|
$12,046
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
501
shares
|
$11,833
0.01% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
500
shares
|
$11,810
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
464
shares
|
$10,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
454
shares
|
$10,723
0.0% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
435
shares
|
$10,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
428
shares
|
$10,109
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
423
shares
|
$9,991
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
409
shares
|
$9,660
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
402
shares
|
$9,495
0.0% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
386
shares
|
$9,117
0.01% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
364
shares
|
$8,597
0.0% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
268
shares
|
$6,330
0.01% of portfolio
|
Q1 2025
Reduced 78.14%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
236
shares
|
$5,574
0.0% of portfolio
|
Q4 2024
Added 84.38%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
229
shares
|
$5,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
217
shares
|
$5,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
200
shares
|
$4,724
0.0% of portfolio
|
Q1 2025
Reduced 45.8%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
182
shares
|
$4,298
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
174
shares
|
$4,109
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
160
shares
|
$3,779
0.0% of portfolio
|
Q1 2025
Reduced 64.76%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
151
shares
|
$3,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
135
shares
|
$3,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
114
shares
|
$2,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
101
shares
|
$2,385
0.0% of portfolio
|
Q1 2025
Reduced 32.67%
|