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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
824,864
shares
|
$19.7 Million
0.06% of portfolio
|
Q2 2025
Added 19.36%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
809,788
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
787,898
shares
|
$18.8 Million
1.91% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
736,377
shares
|
$17.6 Million
2.4% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
694,177
shares
|
$16.6 Million
1.12% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
656,200
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
649,859
shares
|
$15.5 Million
1.73% of portfolio
|
Q2 2025
Reduced 32.24%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
647,665
shares
|
$15.5 Million
1.81% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
646,434
shares
|
$15.4 Million
5.37% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
631,339
shares
|
$15.1 Million
0.26% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
617,310
shares
|
$14.7 Million
0.0% of portfolio
|
Q1 2025
Added 96.6%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
593,934
shares
|
$14.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
582,944
shares
|
$13.9 Million
0.26% of portfolio
|
Q2 2025
Added 44.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
578,885
shares
|
$13.8 Million
0.47% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
547,338
shares
|
$13.1 Million
2.65% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Financial Futures LTD Liability Co.
|
Jul 29, 2025 Q2 2025 |
541,068
shares
|
$12.9 Million
7.68% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
510,629
shares
|
$12.2 Million
3.68% of portfolio
|
Q2 2025
Reduced 41.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
504,274
shares
|
$12 Million
0.17% of portfolio
|
Q2 2025
Added 723.08%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
500,765
shares
|
$12 Million
0.73% of portfolio
|
Q2 2025
Added 17.42%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
499,979
shares
|
$11.9 Million
0.82% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
461,736
shares
|
$11 Million
0.31% of portfolio
|
Q2 2025
Added 87.49%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
446,262
shares
|
$10.7 Million
0.79% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.6 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
439,031
shares
|
$10.5 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
415,369
shares
|
$9.91 Million
0.52% of portfolio
|
Q2 2025
Added 1.51%
|