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 |
|---|---|---|---|---|---|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
10,264
shares
|
$244,283
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
10,182
shares
|
$242,331
0.02% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
10,143
shares
|
$241,403
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
10,057
shares
|
$239,356
0.01% of portfolio
|
Q3 2024
Reduced 94.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,961
shares
|
$237,071
0.03% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
9,829
shares
|
$233,930
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
9,786
shares
|
$232,906
0.03% of portfolio
|
Q3 2024
Reduced 22.3%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
9,753
shares
|
$232,121
0.14% of portfolio
|
Q2 2024
Added 1.3%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,655
shares
|
$229,789
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
9,607
shares
|
$228,646
0.05% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,593
shares
|
$228,313
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
9,401
shares
|
$223,743
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,186
shares
|
$218,626
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,101
shares
|
$216,603
0.14% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,100
shares
|
$216,580
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
9,004
shares
|
$214,295
0.26% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,687
shares
|
$206,750
0.04% of portfolio
|
Q1 2024
Reduced 70.71%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,526
shares
|
$202,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,332
shares
|
$174,501
0.0% of portfolio
|
Q3 2024
Added 40.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,014
shares
|
$166,933
0.02% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$162,982
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
6,725
shares
|
$160,055
0.0% of portfolio
|
Q4 2023
Reduced 4.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$141,633
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
5,393
shares
|
$128,353
0.11% of portfolio
|
Q3 2023
Reduced 13.38%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
5,274
shares
|
$125,521
0.12% of portfolio
|
Q3 2024
New holding
|