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 |
|---|---|---|---|---|---|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
84,256
shares
|
$1.99 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
84,111
shares
|
$1.99 Million
1.11% of portfolio
|
Q4 2024
Reduced 25.85%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
83,547
shares
|
$1.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
81,076
shares
|
$1.92 Million
0.32% of portfolio
|
Q1 2025
Added 202.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
80,436
shares
|
$1.9 Million
0.06% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
80,230
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Added 35.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
78,751
shares
|
$1.86 Million
0.15% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
May 08, 2025 Q1 2025 |
78,634
shares
|
$1.86 Million
1.0% of portfolio
|
Q1 2025
Added 646.34%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
76,169
shares
|
$1.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
75,785
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
73,823
shares
|
$1.74 Million
0.25% of portfolio
|
Q1 2025
Added 329.93%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
73,470
shares
|
$1.74 Million
0.76% of portfolio
|
Q1 2025
Added 52.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
72,168
shares
|
$1.7 Million
0.09% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
72,090
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Added 61.75%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
70,759
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
70,484
shares
|
$1.66 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
69,598
shares
|
$1.64 Million
0.03% of portfolio
|
Q1 2025
Added 20.64%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
68,769
shares
|
$1.62 Million
0.06% of portfolio
|
Q1 2025
Added 100.99%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
68,473
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 205.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
68,265
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
67,140
shares
|
$1.59 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
66,340
shares
|
$1.57 Million
0.35% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
65,300
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Added 47.78%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
63,734
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 28.14%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
63,308
shares
|
$1.5 Million
0.42% of portfolio
|
Q1 2025
Added 3.22%
|