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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
1,523,072
shares
|
$36.4 Million
0.6% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,518,902
shares
|
$36.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,422,012
shares
|
$33.9 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,372,082
shares
|
$32.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 21.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,358,931
shares
|
$32.4 Million
0.65% of portfolio
|
Q2 2025
Added 58.38%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,340,020
shares
|
$32 Million
0.06% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Donoghue Forlines LLC
|
Aug 08, 2025 Q2 2025 |
1,249,580
shares
|
$29.8 Million
8.55% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,151,255
shares
|
$27.5 Million
0.33% of portfolio
|
Q2 2025
Added 21.94%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,136,665
shares
|
$27.1 Million
0.1% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,117,534
shares
|
$26.7 Million
1.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Cno Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
1,068,000
shares
|
$25.5 Million
15.71% of portfolio
|
Q2 2025
Added 154.29%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,054,044
shares
|
$25.2 Million
2.92% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,040,552
shares
|
$24.8 Million
7.79% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
1,018,898
shares
|
$24.3 Million
0.03% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
1,017,515
shares
|
$24.3 Million
0.33% of portfolio
|
Q2 2025
Reduced 54.72%
|
|
|
Toews Corp
|
Jul 28, 2025 Q2 2025 |
987,300
shares
|
$23.6 Million
3.47% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
968,800
shares
|
$23.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
953,224
shares
|
$22.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
944,981
shares
|
$22.6 Million
0.02% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
921,354
shares
|
$22 Million
2.47% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
913,915
shares
|
$21.8 Million
0.05% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
903,301
shares
|
$21.6 Million
0.02% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
842,866
shares
|
$20.1 Million
0.0% of portfolio
|
Q2 2025
Added 42.52%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
842,702
shares
|
$20.1 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
838,101
shares
|
$20 Million
9.23% of portfolio
|
Q2 2025
Added 23.23%
|