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 |
|---|---|---|---|---|---|
|
Little Harbor Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
252,500
shares
|
$6.03 Million
3.57% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
250,310
shares
|
$5.97 Million
0.05% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
238,237
shares
|
$5.69 Million
0.01% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
227,697
shares
|
$5.44 Million
1.0% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
223,586
shares
|
$5.34 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
222,321
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
218,046
shares
|
$5.2 Million
0.26% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
206,333
shares
|
$4.93 Million
2.25% of portfolio
|
Q2 2025
Added 33.9%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
205,777
shares
|
$4.91 Million
0.12% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
205,235
shares
|
$4.9 Million
2.43% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
205,230
shares
|
$4.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
203,272
shares
|
$4.85 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
200,315
shares
|
$4.78 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
199,646
shares
|
$4.77 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
194,384
shares
|
$4.64 Million
1.71% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
194,136
shares
|
$4.63 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
187,675
shares
|
$4.48 Million
0.17% of portfolio
|
Q2 2025
Added 28.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,459
shares
|
$4.36 Million
0.01% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
180,965
shares
|
$4.32 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
178,074
shares
|
$4.25 Million
0.96% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
177,163
shares
|
$4.23 Million
1.2% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Apcm Wealth Management For Individuals
|
Jul 29, 2025 Q2 2025 |
175,310
shares
|
$4.18 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
171,682
shares
|
$4.1 Million
2.74% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
171,147
shares
|
$4.09 Million
2.09% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
169,613
shares
|
$4.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|