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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
90,997
shares
|
$2.15 Million
0.32% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
90,979
shares
|
$2.15 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
90,509
shares
|
$2.14 Million
1.04% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 14, 2025 Q3 2025 |
87,843
shares
|
$2.07 Million
0.37% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
87,635
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Added 188.54%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
87,229
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2025
Reduced 23.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
86,063
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
83,957
shares
|
$1.98 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
83,542
shares
|
$1.97 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
83,183
shares
|
$1.96 Million
0.0% of portfolio
|
Q3 2025
Added 20.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
82,316
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
81,242
shares
|
$1.92 Million
0.15% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
81,084
shares
|
$1.91 Million
0.08% of portfolio
|
Q3 2025
Added 650.29%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
80,865
shares
|
$1.91 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
80,763
shares
|
$1.91 Million
0.16% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
80,751
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Nikulski Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
78,788
shares
|
$1.86 Million
0.49% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
78,641
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
77,583
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
77,065
shares
|
$1.82 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
75,280
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2025
Added 23.45%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
75,202
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2025
Added 49.07%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
74,796
shares
|
$1.76 Million
0.05% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
74,249
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
73,771
shares
|
$1.74 Million
0.37% of portfolio
|
Q3 2025
Added 16.53%
|
|