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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
405,117
shares
|
$9.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.1%
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
387,935
shares
|
$9.26 Million
4.6% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
363,209
shares
|
$8.67 Million
4.76% of portfolio
|
Q1 2025
Reduced 95.73%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
351,799
shares
|
$8.4 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
342,997
shares
|
$8.19 Million
0.2% of portfolio
|
Q2 2025
Reduced 21.63%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
341,822
shares
|
$8.16 Million
1.19% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
340,238
shares
|
$8.12 Million
0.04% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
335,872
shares
|
$8.02 Million
2.86% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
333,188
shares
|
$7.95 Million
3.5% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
322,852
shares
|
$7.71 Million
0.01% of portfolio
|
Q2 2025
Reduced 83.42%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
313,655
shares
|
$7.49 Million
3.58% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
313,007
shares
|
$7.47 Million
0.06% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
311,830
shares
|
$7.44 Million
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
310,227
shares
|
$7.41 Million
0.06% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
306,887
shares
|
$7.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
306,565
shares
|
$7.32 Million
0.09% of portfolio
|
Q2 2025
Added 497.55%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
300,000
shares
|
$7.16 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,065
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
287,633
shares
|
$6.87 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
281,431
shares
|
$6.72 Million
0.25% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
276,074
shares
|
$6.59 Million
1.66% of portfolio
|
Q2 2025
Reduced 5.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
275,004
shares
|
$6.56 Million
0.0% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
267,483
shares
|
$6.38 Million
2.21% of portfolio
|
Q2 2025
Added 40.31%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
258,500
shares
|
$6.17 Million
0.43% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
257,265
shares
|
$6.14 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.27%
|