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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
7,275
shares
|
$171,617
0.0% of portfolio
|
Q2 2025
Added 377.05%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
7,246
shares
|
$170,933
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
6,848
shares
|
$161,544
0.06% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
6,767
shares
|
$159,633
0.1% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
6,582
shares
|
$155,269
0.03% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,317
shares
|
$149,018
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,256
shares
|
$147,579
0.07% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,951
shares
|
$140,384
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
5,914
shares
|
$139,511
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,186
shares
|
$122,337
0.01% of portfolio
|
Q3 2025
Reduced 27.46%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,698
shares
|
$110,825
0.0% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
4,624
shares
|
$109,080
0.08% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
4,607
shares
|
$108,679
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,605
shares
|
$108,631
0.01% of portfolio
|
Q2 2025
Reduced 19.98%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
4,501
shares
|
$106,178
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
4,204
shares
|
$99,172
0.01% of portfolio
|
Q3 2025
Reduced 94.17%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
4,132
shares
|
$97,473
0.01% of portfolio
|
Q3 2025
Added 112.22%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
4,049
shares
|
$95,515
0.03% of portfolio
|
Q3 2025
Added 69.84%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
3,990
shares
|
$94,124
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
3,787
shares
|
$89,335
0.06% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
3,502
shares
|
$82,612
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
3,498
shares
|
$82,517
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,381
shares
|
$79,757
0.0% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,150
shares
|
$74,308
0.0% of portfolio
|
Q4 2020
Reduced 26.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,007
shares
|
$70,935
0.0% of portfolio
|
Q3 2025
Reduced 14.94%
|
|