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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
35,674
shares
|
$841,549
0.05% of portfolio
|
Q3 2025
Added 239.11%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
35,395
shares
|
$834,968
0.32% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
34,579
shares
|
$815,718
0.2% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
34,021
shares
|
$802,555
0.03% of portfolio
|
Q3 2022
Added 7.63%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
33,667
shares
|
$794,204
0.02% of portfolio
|
Q3 2025
Added 42.81%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
33,610
shares
|
$792,859
0.43% of portfolio
|
Q3 2025
Added 23.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
33,279
shares
|
$785,051
0.02% of portfolio
|
Q3 2025
Added 170.47%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
32,545
shares
|
$767,736
0.14% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
32,518
shares
|
$767,099
0.18% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,356
shares
|
$763,278
0.02% of portfolio
|
Q4 2023
Added 13.18%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
32,216
shares
|
$759,975
0.09% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
32,033
shares
|
$755,658
0.26% of portfolio
|
Q3 2025
Reduced 29.36%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
31,951
shares
|
$753,724
0.05% of portfolio
|
Q3 2025
Reduced 65.23%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
30,490
shares
|
$719,259
0.01% of portfolio
|
Q3 2025
Reduced 8.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$707,700
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
30,000
shares
|
$707,700
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
29,907
shares
|
$705,506
0.08% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
29,621
shares
|
$698,759
0.06% of portfolio
|
Q3 2025
Added 55.51%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
29,075
shares
|
$685,879
0.03% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
29,043
shares
|
$685,124
0.57% of portfolio
|
Q3 2025
Added 924.44%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
28,976
shares
|
$683,543
0.07% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
28,650
shares
|
$675,853
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
27,897
shares
|
$658,090
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
27,750
shares
|
$654,622
0.39% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Aspire Private Capital, LLC
|
Nov 19, 2025 Q3 2025 |
27,636
shares
|
$651,933
0.16% of portfolio
|
Q3 2025
Added 3.08%
|
|