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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
822,047
shares
|
$19.4 Million
0.05% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
809,788
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
798,966
shares
|
$18.9 Million
2.19% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
786,303
shares
|
$18.6 Million
2.66% of portfolio
|
Q1 2025
Reduced 19.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
778,244
shares
|
$18.4 Million
0.0% of portfolio
|
Q1 2025
Added 210.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
691,095
shares
|
$16.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
684,280
shares
|
$16.2 Million
0.58% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
682,339
shares
|
$16.1 Million
1.21% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
631,339
shares
|
$14.9 Million
0.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
May 07, 2025 Q1 2025 |
625,281
shares
|
$14.8 Million
1.91% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
618,666
shares
|
$14.6 Million
5.48% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
617,310
shares
|
$14.6 Million
0.0% of portfolio
|
Q1 2025
Added 96.6%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
593,934
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
591,400
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
575,000
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
547,338
shares
|
$12.9 Million
2.65% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
546,845
shares
|
$12.9 Million
1.96% of portfolio
|
Q1 2025
Added 56.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
525,481
shares
|
$12.4 Million
0.5% of portfolio
|
Q1 2025
Added 45.3%
|
|
|
Financial Futures LTD Liability Co.
|
Apr 24, 2025 Q1 2025 |
520,285
shares
|
$12.3 Million
8.24% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
501,853
shares
|
$11.9 Million
0.15% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
461,736
shares
|
$10.9 Million
0.31% of portfolio
|
Q2 2025
Added 87.49%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.5 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
445,689
shares
|
$10.5 Million
0.85% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
439,031
shares
|
$10.4 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
437,639
shares
|
$10.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 4.42%
|