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 |
|---|---|---|---|---|---|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
119,300
shares
|
$2.85 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
118,254
shares
|
$2.82 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
115,765
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 17.26%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
114,456
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 93.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
113,562
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
113,387
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
113,211
shares
|
$2.7 Million
0.07% of portfolio
|
Q2 2025
Added 65.84%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
111,273
shares
|
$2.66 Million
0.05% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
111,092
shares
|
$2.65 Million
0.2% of portfolio
|
Q2 2025
Added 318.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
110,929
shares
|
$2.65 Million
0.07% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
110,062
shares
|
$2.63 Million
0.02% of portfolio
|
Q2 2025
Reduced 46.68%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
109,101
shares
|
$2.6 Million
0.19% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
105,792
shares
|
$2.53 Million
1.64% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
104,598
shares
|
$2.5 Million
0.86% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
103,135
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
102,500
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
99,563
shares
|
$2.38 Million
0.15% of portfolio
|
Q2 2025
Added 298.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
99,338
shares
|
$2.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 80.21%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
98,812
shares
|
$2.36 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
96,582
shares
|
$2.31 Million
1.7% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
96,391
shares
|
$2.3 Million
0.04% of portfolio
|
Q2 2025
Added 38.5%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
96,253
shares
|
$2.3 Million
1.87% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
96,165
shares
|
$2.3 Million
0.51% of portfolio
|
Q2 2025
Added 279.71%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
93,613
shares
|
$2.23 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
93,012
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 0.95%
|