Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
106K+ 24.54% |
$2.48M - $2.53M
|
539K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
106KNew |
$2.47M - $2.53M
|
106K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
104K+ 6.69% |
$2.42M - $2.47M
|
1.65M
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
100KNew |
$2.33M - $2.38M
|
100K
$2.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
95.7K+ 28.91% |
$2.23M - $2.28M
|
426K
$10M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
92.4K+ 5.8% |
$2.16M - $2.2M
|
1.68M
$39.6M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
92.1KNew |
$2.15M - $2.2M
|
92.1K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
89.4K+ 54.24% |
$2.08M - $2.13M
|
254K
$5.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
88.1K+ 76.58% |
$2.05M - $2.1M
|
203K
$4.77M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84.9KNew |
$1.98M - $2.02M
|
84.9K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
84.3K+ 49.45% |
$1.96M - $2.01M
|
255K
$5.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
84.1K+ 8.83% |
$1.96M - $2M
|
1.04M
$24.4M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
77.1K+ 10.36% |
$1.8M - $1.84M
|
822K
$19.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
74.5K+ 5.17% |
$1.74M - $1.78M
|
1.51M
$35.6M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
68.1K+ 646.34% |
$1.59M - $1.62M
|
78.6K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
67.1KNew |
$1.57M - $1.6M
|
67.1K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
61.8K+ 59.57% |
$1.44M - $1.47M
|
166K
$3.89M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 58.19% |
$1.36M - $1.4M
|
159K
$3.74M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 203.51% |
$1.36M - $1.39M
|
86.7K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56.7K+ 329.93% |
$1.32M - $1.35M
|
73.8K
$1.73M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
56.1KNew |
$1.31M - $1.34M
|
56.1K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
54.3K+ 202.67% |
$1.27M - $1.29M
|
81.1K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
53.2K+ 57.18% |
$1.24M - $1.27M
|
146K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
50.1K+ 3.38% |
$1.17M - $1.19M
|
1.53M
$36M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49.4K+ 22.6% |
$1.15M - $1.18M
|
268K
$6.29M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.1K+ 205.86% |
$1.07M - $1.1M
|
68.5K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.2KNew |
$1.05M - $1.08M
|
45.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
42.1K+ 37.65% |
$983K - $1M
|
154K
$3.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
39.8KNew |
$927K - $948K
|
39.8K
$934K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
37.4KNew |
$872K - $892K
|
37.4K
$879K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
37.3K+ 10.2% |
$869K - $888K
|
403K
$9.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
36.5K+ 74.87% |
$851K - $869K
|
85.2K
$2M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.9KNew |
$813K - $831K
|
34.9K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.6K+ 100.99% |
$806K - $824K
|
68.8K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
34K+ 173.93% |
$794K - $812K
|
53.6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32.4K+ 1343.08% |
$756K - $773K
|
34.8K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
32.3K+ 12.41% |
$754K - $770K
|
293K
$6.88M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32.3K+ 3.74% |
$753K - $770K
|
897K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.3K+ 177.9% |
$753K - $770K
|
50.4K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
31.7K+ 126.37% |
$738K - $755K
|
56.7K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.6K+ 47.11% |
$737K - $754K
|
98.7K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.6K+ 15.79% |
$715K - $731K
|
225K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 10.41% |
$709K - $725K
|
323K
$7.58M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.3K+ 17.41% |
$707K - $723K
|
205K
$4.81M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
30.3K+ 50.48% |
$706K - $721K
|
90.2K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
29.4K+ 5.99% |
$686K - $701K
|
520K
$12.2M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
29KNew |
$676K - $692K
|
29K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
28.8K+ 50.89% |
$672K - $687K
|
85.5K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27.5K+ 61.75% |
$642K - $656K
|
72.1K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
27.4KNew |
$639K - $653K
|
27.4K
$644K
|