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 |
|---|---|---|---|---|---|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
14,788
shares
|
$348,848
0.2% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
14,673
shares
|
$346,136
0.02% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
14,588
shares
|
$344,130
0.04% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
14,560
shares
|
$343,470
0.19% of portfolio
|
Q4 2024
Added 34.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
14,525
shares
|
$342,644
0.04% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
14,441
shares
|
$340,663
0.12% of portfolio
|
Q3 2025
Added 24.75%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
14,370
shares
|
$338,988
0.1% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
14,361
shares
|
$338,775
0.02% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
14,168
shares
|
$334,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
14,040
shares
|
$331,203
0.11% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
13,798
shares
|
$325,494
0.07% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,763
shares
|
$324,669
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
13,601
shares
|
$320,847
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
13,370
shares
|
$315,398
0.03% of portfolio
|
Q3 2025
Reduced 73.54%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,314
shares
|
$314,077
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
13,243
shares
|
$312,402
0.06% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
13,237
shares
|
$312,260
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
13,164
shares
|
$310,538
0.03% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,948
shares
|
$305,443
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
12,888
shares
|
$304,027
0.18% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
12,746
shares
|
$300,678
0.0% of portfolio
|
Q3 2025
Reduced 24.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
12,743
shares
|
$300,607
0.1% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
12,626
shares
|
$297,847
0.08% of portfolio
|
Q3 2025
Reduced 26.12%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
12,608
shares
|
$297,422
0.18% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
12,216
shares
|
$288,175
0.1% of portfolio
|
Q3 2025
Reduced 3.61%
|
|