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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
426,477
shares
|
$10.1 Million
0.74% of portfolio
|
Q1 2025
Added 28.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
421,512
shares
|
$9.96 Million
0.04% of portfolio
|
Q4 2024
Added 22.64%
|
|
|
Cno Financial Group, Inc.
|
May 14, 2025 Q1 2025 |
420,000
shares
|
$9.92 Million
8.23% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
409,193
shares
|
$9.67 Million
0.53% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
403,614
shares
|
$9.53 Million
0.21% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
402,687
shares
|
$9.51 Million
0.92% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
389,661
shares
|
$9.2 Million
4.42% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
387,172
shares
|
$9.15 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
363,209
shares
|
$8.58 Million
4.76% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
348,241
shares
|
$8.23 Million
4.04% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
335,700
shares
|
$7.93 Million
3.02% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
322,580
shares
|
$7.62 Million
0.05% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
313,655
shares
|
$7.41 Million
3.58% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
306,887
shares
|
$7.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
306,009
shares
|
$7.23 Million
0.0% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
299,736
shares
|
$7.08 Million
0.18% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,065
shares
|
$7.04 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
297,647
shares
|
$7.03 Million
0.09% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
297,454
shares
|
$7.03 Million
0.05% of portfolio
|
Q1 2025
Added 586.83%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
293,567
shares
|
$6.93 Million
1.89% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
292,725
shares
|
$6.91 Million
0.59% of portfolio
|
Q1 2025
Added 12.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
291,855
shares
|
$6.89 Million
0.07% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Strategic Financial Planning, Inc.
|
May 14, 2025 Q1 2025 |
282,920
shares
|
$6.68 Million
4.57% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
279,289
shares
|
$6.6 Million
0.06% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
267,729
shares
|
$6.32 Million
0.0% of portfolio
|
Q1 2025
Added 22.6%
|