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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
462,620
shares
|
$10.9 Million
0.94% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
446,102
shares
|
$10.5 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
442,553
shares
|
$10.4 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
439,739
shares
|
$10.4 Million
0.16% of portfolio
|
Q3 2025
Reduced 67.64%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
432,183
shares
|
$10.2 Million
0.05% of portfolio
|
Q3 2025
Added 170.81%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
421,335
shares
|
$9.94 Million
4.57% of portfolio
|
Q3 2025
Added 1867.66%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
415,612
shares
|
$9.8 Million
3.13% of portfolio
|
Q3 2025
Reduced 66.74%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
415,373
shares
|
$9.8 Million
2.9% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
410,058
shares
|
$9.67 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
405,238
shares
|
$9.56 Million
0.72% of portfolio
|
Q3 2025
Added 15.19%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
402,904
shares
|
$9.5 Million
3.49% of portfolio
|
Q3 2025
Added 95.27%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
400,712
shares
|
$9.45 Million
0.48% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
395,229
shares
|
$9.32 Million
2.49% of portfolio
|
Q3 2025
Reduced 46.33%
|
|
|
5th Street Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
393,584
shares
|
$9.28 Million
4.69% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
382,362
shares
|
$9.02 Million
0.04% of portfolio
|
Q3 2025
Added 12.38%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
376,156
shares
|
$8.87 Million
0.3% of portfolio
|
Q3 2025
Added 33.66%
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
365,020
shares
|
$8.61 Million
4.2% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
362,135
shares
|
$8.54 Million
1.06% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
355,271
shares
|
$8.38 Million
3.24% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
355,193
shares
|
$8.38 Million
9.66% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
353,325
shares
|
$8.33 Million
0.07% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
343,004
shares
|
$8.09 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
338,779
shares
|
$7.99 Million
2.71% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
335,031
shares
|
$7.9 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
329,370
shares
|
$7.77 Million
2.58% of portfolio
|
Q3 2025
Added 23.14%
|
|