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 |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
2,690
shares
|
$63,457
0.7% of portfolio
|
Q2 2025
Added 44733.33%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,339
shares
|
$55,177
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,278
shares
|
$53,738
0.0% of portfolio
|
Q1 2025
Reduced 12.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
2,222
shares
|
$52,416
0.01% of portfolio
|
Q3 2025
Added 100.54%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
2,212
shares
|
$52,181
0.0% of portfolio
|
Q2 2022
Reduced 6.31%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,182
shares
|
$51,473
0.0% of portfolio
|
Q3 2025
Added 1098.9%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
2,179
shares
|
$51,402
0.0% of portfolio
|
Q3 2025
Reduced 47.51%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
2,171
shares
|
$51,213
0.0% of portfolio
|
Q3 2025
Reduced 36.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,019
shares
|
$47,628
0.0% of portfolio
|
Q2 2025
Added 24.63%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,909
shares
|
$45,033
0.03% of portfolio
|
Q4 2024
Reduced 26.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
1,860
shares
|
$43,877
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,797
shares
|
$42,391
0.0% of portfolio
|
Q3 2025
Added 6.84%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
1,618
shares
|
$38,168
0.02% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,602
shares
|
$37,791
0.0% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
1,472
shares
|
$34,724
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,470
shares
|
$34,677
0.03% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
1,399
shares
|
$33,002
0.01% of portfolio
|
Q3 2025
Reduced 92.98%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,364
shares
|
$32,176
0.0% of portfolio
|
Q3 2024
Added 29.41%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
1,343
shares
|
$31,681
0.01% of portfolio
|
Q3 2025
Added 89.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,253
shares
|
$29,558
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,244
shares
|
$29,345
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
1,213
shares
|
$28,614
0.01% of portfolio
|
Q2 2025
Reduced 76.59%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,207
shares
|
$28,473
0.0% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,091
shares
|
$25,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 14, 2025 Q3 2025 |
1,004
shares
|
$23,684
0.02% of portfolio
|
Q2 2025
Added 57.37%
|
|