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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
167,287
shares
|
$3.95 Million
1.57% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jul 22, 2025 Q2 2025 |
167,259
shares
|
$3.95 Million
4.0% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
165,505
shares
|
$3.91 Million
2.14% of portfolio
|
Q1 2025
Added 59.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
163,054
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
162,547
shares
|
$3.84 Million
0.95% of portfolio
|
Q1 2025
Added 406.24%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
159,840
shares
|
$3.78 Million
0.05% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
159,300
shares
|
$3.76 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
159,091
shares
|
$3.76 Million
0.11% of portfolio
|
Q1 2025
Added 58.19%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
155,751
shares
|
$3.68 Million
0.56% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
154,095
shares
|
$3.64 Million
2.19% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
151,137
shares
|
$3.57 Million
1.88% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
151,061
shares
|
$3.57 Million
0.27% of portfolio
|
Q4 2023
Added 13.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
146,159
shares
|
$3.45 Million
0.16% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
141,219
shares
|
$3.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
133,145
shares
|
$3.14 Million
0.26% of portfolio
|
Q2 2025
Added 1133.62%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
130,235
shares
|
$3.08 Million
1.94% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
127,083
shares
|
$3 Million
0.3% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
126,845
shares
|
$3 Million
0.21% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
123,886
shares
|
$2.93 Million
0.33% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
122,337
shares
|
$2.89 Million
0.1% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
121,032
shares
|
$2.86 Million
2.51% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
119,861
shares
|
$2.83 Million
2.43% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
118,324
shares
|
$2.79 Million
0.05% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
118,254
shares
|
$2.79 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
117,381
shares
|
$2.77 Million
0.0% of portfolio
|
Q1 2025
Added 17.1%
|