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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
62,811
shares
|
$1.48 Million
0.09% of portfolio
|
Q1 2025
Added 15.22%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
61,751
shares
|
$1.46 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
61,676
shares
|
$1.46 Million
0.51% of portfolio
|
Q1 2025
Added 9.02%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
61,368
shares
|
$1.45 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
61,267
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
60,468
shares
|
$1.43 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
59,956
shares
|
$1.42 Million
0.46% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
59,216
shares
|
$1.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
57,045
shares
|
$1.35 Million
0.11% of portfolio
|
Q1 2025
Added 12.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
56,705
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Added 126.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
56,416
shares
|
$1.33 Million
0.05% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
55,921
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
55,307
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
54,331
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
53,812
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
53,672
shares
|
$1.27 Million
2.66% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
53,632
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 31.68%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
53,613
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Added 173.93%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
51,443
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
51,304
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
50,774
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
50,520
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2025
Added 346.68%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
50,422
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Added 177.9%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
48,641
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
48,398
shares
|
$1.14 Million
0.25% of portfolio
|
Q1 2025
Added 14.32%
|