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 383 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
1,262,898
shares
|
$29.6 Million
0.54% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Nov 12, 2024 Q3 2024 |
1,238,276
shares
|
$29 Million
0.39% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
1,201,887
shares
|
$28.2 Million
0.05% of portfolio
|
Q3 2024
Added 21.37%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
1,148,583
shares
|
$26.9 Million
8.08% of portfolio
|
Q3 2024
Reduced 23.24%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
925,747
shares
|
$21.7 Million
0.02% of portfolio
|
Q3 2024
Added 292.62%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
896,907
shares
|
$21 Million
7.77% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
869,764
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2024
Added 1083.0%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
845,475
shares
|
$19.8 Million
2.56% of portfolio
|
Q3 2024
Added 13.5%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
829,145
shares
|
$19.5 Million
2.49% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
815,784
shares
|
$19.1 Million
2.27% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
809,788
shares
|
$19 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
793,818
shares
|
$18.6 Million
1.45% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
768,022
shares
|
$18 Million
0.94% of portfolio
|
Q3 2024
Reduced 19.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
751,828
shares
|
$17.6 Million
0.04% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
699,476
shares
|
$16.4 Million
5.66% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
699,049
shares
|
$16.4 Million
0.05% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
680,437
shares
|
$16 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
674,371
shares
|
$15.8 Million
0.55% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
634,572
shares
|
$14.9 Million
0.24% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
631,339
shares
|
$14.8 Million
0.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
629,785
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 13.12%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
583,671
shares
|
$13.7 Million
5.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
555,834
shares
|
$13 Million
0.06% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Nepc LLC
Boston, MA |
Nov 18, 2024 Q3 2024 |
519,904
shares
|
$12.2 Million
0.38% of portfolio
|
Q3 2024
Reduced 81.65%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
508,342
shares
|
$11.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 60.94%
|