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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
49,739
shares
|
$1.18 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
48,755
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 59.24%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
48,717
shares
|
$1.15 Million
1.06% of portfolio
|
Q4 2024
Reduced 52.54%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
48,273
shares
|
$1.14 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
47,435
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bts Asset Management, Inc.
|
Jan 15, 2025 Q4 2024 |
47,109
shares
|
$1.11 Million
1.1% of portfolio
|
Q4 2024
Added 122.11%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
47,048
shares
|
$1.11 Million
2.41% of portfolio
|
Q4 2024
Added 184.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
46,679
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
45,361
shares
|
$1.07 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
45,240
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
45,012
shares
|
$1.06 Million
0.3% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
44,569
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 63.46%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
44,188
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 61.99%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
43,511
shares
|
$1.03 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
43,328
shares
|
$1.02 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
43,308
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 82.85%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
43,010
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.85%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
42,974
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
42,908
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
42,335
shares
|
$1 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
42,315
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Added 123.62%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
41,954
shares
|
$992,212
0.49% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
41,593
shares
|
$983,674
0.07% of portfolio
|
Q4 2024
Added 165.24%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
40,748
shares
|
$963,690
0.19% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
39,669
shares
|
$938,171
0.0% of portfolio
|
Q4 2024
New holding
|