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 |
|---|---|---|---|---|---|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
313,655
shares
|
$7.4 Million
3.58% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
312,851
shares
|
$7.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
311,839
shares
|
$7.36 Million
0.05% of portfolio
|
Q3 2025
Added 24.58%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
302,083
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2025
Added 9.85%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
300,550
shares
|
$7.09 Million
0.54% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
298,065
shares
|
$7.03 Million
0.0% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
284,302
shares
|
$6.71 Million
0.01% of portfolio
|
Q3 2025
Added 116.58%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
276,940
shares
|
$6.53 Million
1.6% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
274,015
shares
|
$6.46 Million
0.17% of portfolio
|
Q3 2025
Added 100.63%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
258,500
shares
|
$6.1 Million
0.4% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
254,483
shares
|
$6 Million
1.19% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
253,471
shares
|
$5.98 Million
0.2% of portfolio
|
Q3 2025
Added 35.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
252,953
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
250,281
shares
|
$5.9 Million
0.0% of portfolio
|
Q3 2025
Added 176.36%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
250,125
shares
|
$5.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 19.37%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
248,128
shares
|
$5.85 Million
0.42% of portfolio
|
Q3 2025
Added 123.35%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
247,149
shares
|
$5.83 Million
0.27% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
246,526
shares
|
$5.82 Million
1.47% of portfolio
|
Q3 2025
Added 1616.28%
|
|
|
Little Harbor Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
244,536
shares
|
$5.77 Million
2.92% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
240,136
shares
|
$5.66 Million
0.54% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
235,157
shares
|
$5.55 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.29%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
232,125
shares
|
$5.48 Million
1.89% of portfolio
|
Q3 2025
Added 19.42%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
231,710
shares
|
$5.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.63%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
227,535
shares
|
$5.37 Million
3.16% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
221,820
shares
|
$5.23 Million
0.21% of portfolio
|
Q3 2025
Added 9.12%
|
|