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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
92,867
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2025
Reduced 68.8%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
91,899
shares
|
$2.19 Million
0.16% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
91,394
shares
|
$2.18 Million
0.37% of portfolio
|
Q2 2025
Added 6.86%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
90,562
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 32.26%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
88,376
shares
|
$2.11 Million
0.79% of portfolio
|
Q2 2025
Added 20.29%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
87,740
shares
|
$2.09 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
87,074
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 62.35%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
86,698
shares
|
$2.07 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
86,466
shares
|
$2.06 Million
1.06% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
85,011
shares
|
$2.03 Million
0.01% of portfolio
|
Q2 2025
Added 87.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
84,627
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
84,520
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2025
Added 81.73%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
84,256
shares
|
$2.01 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84,111
shares
|
$2.01 Million
1.11% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
80,839
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
79,871
shares
|
$1.91 Million
0.55% of portfolio
|
Q2 2025
Added 33.22%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
78,751
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
78,721
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
78,672
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
78,295
shares
|
$1.87 Million
0.23% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
77,382
shares
|
$1.85 Million
0.52% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
76,159
shares
|
$1.82 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
75,785
shares
|
$1.81 Million
0.22% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
74,934
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2025
Added 48.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
74,470
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 34.97%
|