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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,547,754
shares
|
$36.5 Million
0.1% of portfolio
|
Q3 2025
Added 87.64%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
1,543,663
shares
|
$36.4 Million
0.56% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,447,333
shares
|
$34.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,422,012
shares
|
$33.5 Million
0.94% of portfolio
|
Q1 2024
New holding
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,400,581
shares
|
$33 Million
0.89% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,374,564
shares
|
$32.4 Million
0.34% of portfolio
|
Q3 2025
Added 1857418.88%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
1,374,490
shares
|
$32.4 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
1,341,992
shares
|
$31.7 Million
1.11% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,289,549
shares
|
$30.4 Million
0.0% of portfolio
|
Q3 2025
Added 108.9%
|
|
|
Cno Financial Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,279,000
shares
|
$30.2 Million
20.34% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,275,369
shares
|
$30.1 Million
0.05% of portfolio
|
Q3 2025
Added 33.8%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
1,269,981
shares
|
$30 Million
0.02% of portfolio
|
Q3 2025
Added 34.39%
|
|
|
Toews Corp
|
Oct 24, 2025 Q3 2025 |
1,226,500
shares
|
$28.9 Million
4.25% of portfolio
|
Q3 2025
Added 24.23%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
1,199,157
shares
|
$28.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,157,700
shares
|
$27.3 Million
0.08% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 06, 2025 Q3 2025 |
1,130,255
shares
|
$26.7 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,105,582
shares
|
$26.1 Million
0.32% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,093,895
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2025
Added 148527.05%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
1,092,116
shares
|
$25.8 Million
0.03% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,088,550
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.28%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,057,436
shares
|
$24.9 Million
0.06% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
1,054,804
shares
|
$24.9 Million
7.12% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,041,882
shares
|
$24.6 Million
2.94% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,012,704
shares
|
$23.9 Million
1.04% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
947,648
shares
|
$22.4 Million
2.44% of portfolio
|
Q3 2025
Added 2.85%
|
|