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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
61,751
shares
|
$1.46 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
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%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
61,591
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
Added 67.85%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
61,542
shares
|
$1.46 Million
0.32% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
61,332
shares
|
$1.45 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
60,387
shares
|
$1.43 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
60,281
shares
|
$1.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 90.5%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
60,000
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smh Capital Advisors Inc
|
Feb 12, 2025 Q4 2024 |
60,000
shares
|
$1.42 Million
7.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
59,933
shares
|
$1.42 Million
0.65% of portfolio
|
Q4 2024
Added 18.41%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
59,275
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 26.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
59,258
shares
|
$1.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.73%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
57,691
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
57,633
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
56,654
shares
|
$1.34 Million
0.13% of portfolio
|
Q4 2024
Added 118.41%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
56,571
shares
|
$1.34 Million
0.51% of portfolio
|
Q4 2024
Added 21.23%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
56,028
shares
|
$1.33 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
54,919
shares
|
$1.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
54,628
shares
|
$1.29 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
54,516
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
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%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
53,622
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
53,028
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
50,596
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
49,832
shares
|
$1.18 Million
0.71% of portfolio
|
Q4 2024
Reduced 77.57%
|