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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
74,282
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2025
Added 36.72%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
73,216
shares
|
$1.75 Million
0.32% of portfolio
|
Q2 2025
Added 51.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
72,168
shares
|
$1.72 Million
0.09% of portfolio
|
Q2 2025
Added 8.83%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
70,484
shares
|
$1.68 Million
0.6% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
69,459
shares
|
$1.66 Million
0.98% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
69,278
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Added 87.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
68,781
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
68,594
shares
|
$1.64 Million
0.36% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
67,140
shares
|
$1.6 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
66,006
shares
|
$1.58 Million
0.57% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
64,811
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
64,419
shares
|
$1.54 Million
0.3% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
64,154
shares
|
$1.53 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
63,308
shares
|
$1.51 Million
0.42% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
62,117
shares
|
$1.48 Million
0.19% of portfolio
|
Q2 2025
Added 32.74%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
62,000
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 106.67%
|
|
|
Smh Capital Advisors Inc
|
Aug 06, 2025 Q2 2025 |
62,000
shares
|
$1.48 Million
7.78% of portfolio
|
Q2 2025
Added 106.67%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
60,982
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
60,604
shares
|
$1.45 Million
0.08% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
60,468
shares
|
$1.44 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
59,405
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
59,030
shares
|
$1.41 Million
0.39% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
58,871
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
58,591
shares
|
$1.4 Million
2.93% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
58,062
shares
|
$1.39 Million
1.03% of portfolio
|
Q2 2025
Reduced 5.39%
|