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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,651,105
shares
|
$39 Million
0.13% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
1,531,068
shares
|
$36.2 Million
0.68% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,514,425
shares
|
$35.8 Million
0.63% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,480,283
shares
|
$35 Million
0.03% of portfolio
|
Q1 2025
Added 544.68%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,422,012
shares
|
$33.6 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,401,693
shares
|
$33.1 Million
0.01% of portfolio
|
Q1 2025
Added 150.55%
|
|
|
Donoghue Forlines LLC
|
May 12, 2025 Q1 2025 |
1,360,977
shares
|
$32.1 Million
11.26% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,358,931
shares
|
$32.1 Million
0.65% of portfolio
|
Q2 2025
Added 58.38%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
1,278,666
shares
|
$30.2 Million
0.06% of portfolio
|
Q1 2025
Added 82.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,212,057
shares
|
$28.6 Million
0.05% of portfolio
|
Q1 2025
Added 42.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,111,745
shares
|
$26.3 Million
0.1% of portfolio
|
Q1 2025
Added 36.67%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
1,093,950
shares
|
$25.8 Million
3.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,074,732
shares
|
$25.4 Million
1.07% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
1,040,552
shares
|
$24.6 Million
7.79% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
995,570
shares
|
$23.5 Million
0.4% of portfolio
|
Q1 2025
Added 81.01%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
973,974
shares
|
$23 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
959,029
shares
|
$22.7 Million
2.81% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
944,127
shares
|
$22.3 Million
0.28% of portfolio
|
Q1 2025
Added 111.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
906,557
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
898,132
shares
|
$21.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
897,362
shares
|
$21.2 Million
2.54% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
889,981
shares
|
$21 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
May 15, 2025 Q1 2025 |
879,151
shares
|
$20.8 Million
6.95% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
842,702
shares
|
$19.9 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
838,101
shares
|
$19.8 Million
9.23% of portfolio
|
Q2 2025
Added 23.23%
|