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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
18,811
shares
|
$443,751
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
18,687
shares
|
$440,826
0.19% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
18,526
shares
|
$437,028
0.01% of portfolio
|
Q3 2025
Reduced 91.0%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
17,524
shares
|
$413,391
0.02% of portfolio
|
Q3 2025
Added 41.71%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
17,442
shares
|
$411,456
0.26% of portfolio
|
Q3 2025
Reduced 14.98%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
17,308
shares
|
$408,295
0.14% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
16,978
shares
|
$400,511
0.05% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
16,821
shares
|
$396,807
0.02% of portfolio
|
Q3 2025
Added 86.9%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
16,675
shares
|
$393,363
0.14% of portfolio
|
Q3 2025
Added 4.48%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 14, 2025 Q3 2025 |
16,659
shares
|
$392,985
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
16,519
shares
|
$389,683
0.28% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,355
shares
|
$385,814
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
16,038
shares
|
$378,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
16,007
shares
|
$377,605
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
15,952
shares
|
$376,307
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,860
shares
|
$374,137
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
15,535
shares
|
$366,470
0.34% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
15,381
shares
|
$362,837
0.01% of portfolio
|
Q3 2025
Added 13.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,338
shares
|
$361,823
0.01% of portfolio
|
Q3 2025
Added 44.28%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
15,141
shares
|
$357,176
0.14% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
15,126
shares
|
$356,822
0.17% of portfolio
|
Q3 2025
Added 61.07%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
15,072
shares
|
$355,548
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
15,034
shares
|
$354,652
0.13% of portfolio
|
Q3 2025
Added 2324.84%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
14,883
shares
|
$351,089
0.28% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
14,840
shares
|
$350,075
0.02% of portfolio
|
Q2 2025
Added 12.04%
|
|