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 |
|---|---|---|---|---|---|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
530
shares
|
$12,651
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
511
shares
|
$12,197
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
464
shares
|
$11,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
428
shares
|
$10,216
0.0% of portfolio
|
Q2 2025
Reduced 99.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
286
shares
|
$6,826
0.0% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
284
shares
|
$6,779
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
268
shares
|
$6,397
0.01% of portfolio
|
Q1 2025
Reduced 78.14%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
246
shares
|
$5,872
0.0% of portfolio
|
Q2 2025
Reduced 36.27%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
236
shares
|
$5,633
0.0% of portfolio
|
Q4 2024
Added 84.38%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
229
shares
|
$5,466
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
229
shares
|
$5,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
217
shares
|
$5,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$4,774
0.0% of portfolio
|
Q1 2025
Reduced 45.8%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
182
shares
|
$4,344
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
151
shares
|
$3,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
135
shares
|
$3,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
135
shares
|
$3,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
105
shares
|
$2,506
0.0% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
81
shares
|
$1,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
74
shares
|
$1,766
0.0% of portfolio
|
Q2 2025
Reduced 99.98%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
59
shares
|
$1,408
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
56
shares
|
$1,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
27
shares
|
$644
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
14
shares
|
$334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
13
shares
|
$310
0.0% of portfolio
|
Q2 2025
New holding
|