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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
163,718
shares
|
$3.86 Million
0.08% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
161,972
shares
|
$3.82 Million
0.22% of portfolio
|
Q3 2025
Added 62.68%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
153,282
shares
|
$3.62 Million
0.55% of portfolio
|
Q3 2025
Reduced 32.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
151,161
shares
|
$3.57 Million
0.1% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
151,061
shares
|
$3.56 Million
0.27% of portfolio
|
Q4 2023
Added 13.53%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
150,228
shares
|
$3.54 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
147,732
shares
|
$3.48 Million
0.11% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
144,165
shares
|
$3.4 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
143,206
shares
|
$3.38 Million
0.16% of portfolio
|
Q2 2024
Added 68.73%
|
|
|
Moller Financial Services
|
Oct 06, 2025 Q3 2025 |
141,709
shares
|
$3.34 Million
0.71% of portfolio
|
Q3 2025
Added 47.36%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
141,639
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
134,639
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Oct 14, 2025 Q3 2025 |
134,426
shares
|
$3.17 Million
1.86% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
132,882
shares
|
$3.13 Million
2.49% of portfolio
|
Q3 2025
Added 107.13%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
132,000
shares
|
$3.11 Million
0.06% of portfolio
|
Q3 2025
Added 112.9%
|
|
|
K2 Financial Inc.
Glendora, CA |
Oct 16, 2025 Q3 2025 |
131,598
shares
|
$3.1 Million
2.55% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
130,597
shares
|
$3.08 Million
0.29% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
130,364
shares
|
$3.08 Million
0.21% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
127,801
shares
|
$3.01 Million
0.84% of portfolio
|
Q3 2025
Added 60.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
126,848
shares
|
$2.99 Million
0.11% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
126,056
shares
|
$2.97 Million
0.2% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
125,699
shares
|
$2.97 Million
0.05% of portfolio
|
Q3 2025
Added 378.56%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
124,255
shares
|
$2.93 Million
2.32% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
123,608
shares
|
$2.92 Million
0.04% of portfolio
|
Q3 2025
Added 52.91%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
122,083
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2025
Added 10.06%
|
|