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 383 institutions that hold shares in the stock, with a total of 148 Million shares, which have been reported (via 13F filing form) to have a value of $3.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
496,159
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
496,053
shares
|
$11.6 Million
0.17% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
467,080
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Asset Allocation & Management Company, LLC
|
Oct 22, 2024 Q3 2024 |
454,709
shares
|
$10.7 Million
6.87% of portfolio
|
Q3 2024
Added 43.94%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
450,116
shares
|
$10.5 Million
0.88% of portfolio
|
Q3 2024
Added 5.48%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
438,114
shares
|
$10.3 Million
0.86% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
432,819
shares
|
$10.1 Million
2.13% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
431,178
shares
|
$10.1 Million
0.39% of portfolio
|
Q3 2024
Added 58.39%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
394,773
shares
|
$9.25 Million
1.04% of portfolio
|
Q3 2024
Added 170.28%
|
|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
363,071
shares
|
$8.51 Million
4.25% of portfolio
|
Q3 2024
Added 27.73%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
344,009
shares
|
$8.06 Million
5.09% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
343,695
shares
|
$8.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
335,300
shares
|
$7.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 65.86%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
322,047
shares
|
$7.55 Million
1.05% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
319,695
shares
|
$7.49 Million
3.3% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
316,500
shares
|
$7.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 41.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
311,830
shares
|
$7.31 Million
0.18% of portfolio
|
Q3 2024
Added 979.44%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
306,078
shares
|
$7.17 Million
3.49% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
306,000
shares
|
$7.17 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,065
shares
|
$6.98 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
295,140
shares
|
$6.92 Million
2.7% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
287,079
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
286,963
shares
|
$6.72 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
277,574
shares
|
$6.5 Million
3.18% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
273,396
shares
|
$6.41 Million
4.35% of portfolio
|
Q3 2024
Added 4.74%
|