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 |
|---|---|---|---|---|---|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
260,577
shares
|
$6.15 Million
1.38% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
258,500
shares
|
$6.11 Million
0.45% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
254,656
shares
|
$6.01 Million
0.0% of portfolio
|
Q1 2025
Added 49.45%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
254,095
shares
|
$6 Million
0.01% of portfolio
|
Q1 2025
Added 54.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
238,237
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
224,715
shares
|
$5.31 Million
0.06% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
212,889
shares
|
$5.03 Million
1.06% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
211,988
shares
|
$5.01 Million
0.31% of portfolio
|
Q1 2025
Reduced 91.22%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
206,414
shares
|
$4.88 Million
0.05% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Jul 16, 2025 Q2 2025 |
205,235
shares
|
$4.85 Million
2.43% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
204,556
shares
|
$4.83 Million
0.24% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
203,231
shares
|
$4.8 Million
1.08% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
203,097
shares
|
$4.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 24.03%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Jul 21, 2025 Q2 2025 |
200,315
shares
|
$4.73 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
199,138
shares
|
$4.7 Million
2.19% of portfolio
|
Q1 2025
Added 920.8%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
194,136
shares
|
$4.59 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
191,765
shares
|
$4.53 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
190,634
shares
|
$4.5 Million
1.69% of portfolio
|
Q1 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
187,104
shares
|
$4.42 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,459
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Apcm Wealth Management For Individuals
|
May 01, 2025 Q1 2025 |
178,515
shares
|
$4.22 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
177,163
shares
|
$4.18 Million
1.2% of portfolio
|
Q2 2025
Added 8.74%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
171,682
shares
|
$4.06 Million
2.74% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
170,708
shares
|
$4.03 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
169,613
shares
|
$4.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|