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 449 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,425
shares
|
$222,901
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
9,295
shares
|
$219,826
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
9,131
shares
|
$215,948
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,101
shares
|
$215,238
0.14% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
9,004
shares
|
$212,944
0.26% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,996
shares
|
$212,755
0.01% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,757
shares
|
$207,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
8,738
shares
|
$206,653
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$205,447
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
8,590
shares
|
$203,153
0.04% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
8,555
shares
|
$202,325
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,526
shares
|
$201,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
7,633
shares
|
$180,520
0.0% of portfolio
|
Q4 2024
Reduced 71.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,148
shares
|
$169,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,111
shares
|
$168,175
0.02% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
7,066
shares
|
$167,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$161,955
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
6,725
shares
|
$159,046
0.0% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$140,741
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
5,810
shares
|
$137,406
0.0% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,755
shares
|
$136,105
0.01% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,393
shares
|
$127,544
0.11% of portfolio
|
Q3 2023
Reduced 13.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
5,330
shares
|
$126,054
0.01% of portfolio
|
Q4 2024
Added 78.56%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
5,254
shares
|
$124,257
0.07% of portfolio
|
Q4 2024
Reduced 42.26%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$118,250
0.01% of portfolio
|
Q2 2024
New holding
|