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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
167,287
shares
|
$3.99 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
|
$3.99 Million
4.0% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
163,054
shares
|
$3.89 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
159,840
shares
|
$3.82 Million
0.05% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
159,588
shares
|
$3.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.35%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
155,751
shares
|
$3.72 Million
0.56% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
151,137
shares
|
$3.61 Million
1.88% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
151,061
shares
|
$3.61 Million
0.27% of portfolio
|
Q4 2023
Added 13.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
147,017
shares
|
$3.51 Million
0.09% of portfolio
|
Q2 2025
Added 82.78%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
145,229
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
143,923
shares
|
$3.44 Million
0.1% of portfolio
|
Q2 2025
Added 713.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
140,815
shares
|
$3.36 Million
0.13% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
136,579
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2025
Added 98.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
133,145
shares
|
$3.18 Million
0.26% of portfolio
|
Q2 2025
Added 1133.62%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
132,887
shares
|
$3.17 Million
1.38% of portfolio
|
Q2 2025
Added 47.34%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
131,267
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
130,235
shares
|
$3.11 Million
1.94% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
128,972
shares
|
$3.08 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
127,083
shares
|
$3.03 Million
0.3% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
126,845
shares
|
$3.03 Million
0.21% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
123,886
shares
|
$2.96 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
|
$2.92 Million
0.1% of portfolio
|
Q2 2025
Added 36.52%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
121,032
shares
|
$2.89 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
|
$2.86 Million
2.43% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
119,360
shares
|
$2.85 Million
0.2% of portfolio
|
Q2 2025
New holding
|