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 519 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $6.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
51,653
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
51,325
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2025
Added 398.3%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
50,193
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
47,243
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
46,189
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
46,053
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
45,878
shares
|
$1.08 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
45,000
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 62.28%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
44,427
shares
|
$1.05 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
44,026
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
43,478
shares
|
$1.03 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Brown Financial Advisory
|
Oct 27, 2025 Q3 2025 |
42,327
shares
|
$998,493
0.59% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
41,820
shares
|
$986,533
0.51% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
41,763
shares
|
$985,189
0.26% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
41,560
shares
|
$980,400
0.66% of portfolio
|
Q3 2025
Reduced 22.29%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
41,321
shares
|
$974,762
0.25% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
38,545
shares
|
$909,276
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
38,540
shares
|
$909,158
0.11% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
38,339
shares
|
$904,417
0.55% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
38,007
shares
|
$896,585
0.0% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
37,646
shares
|
$888,069
0.07% of portfolio
|
Q3 2025
Added 206.51%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Nov 06, 2025 Q3 2025 |
37,535
shares
|
$885,450
0.62% of portfolio
|
Q3 2025
Added 14.9%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
36,563
shares
|
$862,521
0.01% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
35,991
shares
|
$849,027
0.1% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
35,700
shares
|
$842,163
0.02% of portfolio
|
Q3 2025
Added 3.95%
|
|