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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
215,751
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Oct 24, 2025 Q3 2025 |
210,718
shares
|
$4.97 Million
2.44% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
210,105
shares
|
$4.96 Million
2.86% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
202,077
shares
|
$4.77 Million
1.91% of portfolio
|
Q3 2025
Added 52.07%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
200,000
shares
|
$4.72 Million
18.52% of portfolio
|
Q3 2025
Added 222.58%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
194,136
shares
|
$4.58 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
193,949
shares
|
$4.58 Million
0.97% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
191,514
shares
|
$4.52 Million
0.8% of portfolio
|
Q3 2025
Added 197.29%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
187,918
shares
|
$4.43 Million
1.65% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
187,433
shares
|
$4.42 Million
1.17% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
184,037
shares
|
$4.34 Million
1.11% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,459
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
182,095
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2025
Added 60.35%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
180,932
shares
|
$4.27 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
178,638
shares
|
$4.21 Million
2.06% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Apcm Wealth Management For Individuals
|
Oct 31, 2025 Q3 2025 |
178,473
shares
|
$4.21 Million
0.57% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 18, 2025 Q3 2025 |
177,505
shares
|
$4.19 Million
2.52% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Oct 22, 2025 Q3 2025 |
174,733
shares
|
$4.12 Million
3.9% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
174,091
shares
|
$4.11 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
173,643
shares
|
$4.1 Million
0.07% of portfolio
|
Q3 2025
Added 56.05%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
171,250
shares
|
$4.04 Million
0.27% of portfolio
|
Q3 2025
Added 43.47%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
170,021
shares
|
$4.01 Million
0.02% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
169,613
shares
|
$4 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
168,496
shares
|
$3.97 Million
0.04% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
167,937
shares
|
$3.96 Million
0.58% of portfolio
|
Q3 2025
Added 7.82%
|
|