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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
116,013
shares
|
$2.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
114,513
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.27%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
111,092
shares
|
$2.62 Million
0.2% of portfolio
|
Q2 2025
Added 318.85%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
109,101
shares
|
$2.58 Million
0.19% of portfolio
|
Q2 2025
Added 27.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
106,077
shares
|
$2.51 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
104,598
shares
|
$2.47 Million
0.86% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
102,500
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
100,649
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Added 16.64%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
100,009
shares
|
$2.36 Million
1.71% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
99,563
shares
|
$2.35 Million
0.15% of portfolio
|
Q2 2025
Added 298.32%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
98,812
shares
|
$2.33 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
98,729
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Moller Financial Services
|
Jul 10, 2025 Q2 2025 |
96,165
shares
|
$2.27 Million
0.51% of portfolio
|
Q2 2025
Added 279.71%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
94,589
shares
|
$2.23 Million
1.77% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
93,719
shares
|
$2.21 Million
1.94% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
93,613
shares
|
$2.21 Million
0.86% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
92,141
shares
|
$2.18 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
90,189
shares
|
$2.13 Million
1.01% of portfolio
|
Q1 2025
Added 50.48%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
89,438
shares
|
$2.11 Million
0.18% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
86,731
shares
|
$2.05 Million
0.0% of portfolio
|
Q1 2025
Added 203.51%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
86,698
shares
|
$2.05 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
86,466
shares
|
$2.04 Million
1.06% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
85,526
shares
|
$2.02 Million
0.39% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
84,857
shares
|
$2 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
84,520
shares
|
$2 Million
0.09% of portfolio
|
Q2 2025
Added 81.73%
|