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 388 institutions that hold shares in the stock, with a total of 149 Million shares, which have been reported (via 13F filing form) to have a value of $3.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
13,449
shares
|
$320,086
0.04% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
13,314
shares
|
$316,873
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
12,933
shares
|
$307,805
0.07% of portfolio
|
Q2 2024
Added 3.97%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
12,878
shares
|
$306,496
0.33% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,780
shares
|
$304,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
12,721
shares
|
$302,759
0.02% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
12,569
shares
|
$299,142
0.03% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
12,445
shares
|
$296,191
0.0% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
12,424
shares
|
$295,691
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
12,413
shares
|
$295,429
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
12,410
shares
|
$295,358
0.01% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
12,334
shares
|
$293,549
0.21% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
12,297
shares
|
$292,668
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
12,209
shares
|
$290,574
0.01% of portfolio
|
Q2 2024
Added 21.81%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
12,100
shares
|
$287,980
0.07% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
11,990
shares
|
$285,362
0.09% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
11,788
shares
|
$280,554
0.19% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
11,456
shares
|
$272,652
0.15% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
11,444
shares
|
$272,367
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
10,871
shares
|
$258,729
0.17% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
10,828
shares
|
$257,706
0.12% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
10,788
shares
|
$256,754
0.18% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
10,550
shares
|
$251,090
0.0% of portfolio
|
Q3 2024
Added 104.58%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
10,536
shares
|
$250,756
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,312
shares
|
$245,425
0.03% of portfolio
|
Q3 2024
New holding
|