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 383 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
103,392
shares
|
$2.43 Million
1.53% of portfolio
|
Q3 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
102,657
shares
|
$2.41 Million
1.54% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
100,985
shares
|
$2.37 Million
0.22% of portfolio
|
Q3 2024
Reduced 47.98%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
98,733
shares
|
$2.32 Million
0.26% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
94,860
shares
|
$2.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
94,790
shares
|
$2.22 Million
0.04% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
93,568
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
88,803
shares
|
$2.08 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
88,646
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
87,707
shares
|
$2.06 Million
0.3% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
83,944
shares
|
$1.97 Million
0.76% of portfolio
|
Q3 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
83,617
shares
|
$1.96 Million
0.19% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
82,238
shares
|
$1.93 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
81,151
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 33.51%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
80,202
shares
|
$1.88 Million
0.58% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
78,704
shares
|
$1.85 Million
0.4% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
77,818
shares
|
$1.83 Million
1.05% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
77,779
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
77,779
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
77,699
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.42%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
76,149
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2024
Added 783.5%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
74,907
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2024
Added 29.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
74,130
shares
|
$1.74 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
73,426
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
73,259
shares
|
$1.72 Million
0.23% of portfolio
|
Q3 2024
Added 13.64%
|