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 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.33K- 4.7% |
$31.1K - $31.8K
|
27K
$622K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.58K- 98.26% |
$36.8K - $37.6K
|
28
$644
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.76K- 14.57% |
$41.1K - $42K
|
10.3K
$238K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 17.29% |
$55.1K - $56.4K
|
11.3K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.44K- 0.25% |
$57K - $58.3K
|
959K
$22M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 10.17% |
$159K - $163K
|
60.3K
$1.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.7K- 34.64% |
$575K - $588K
|
46.5K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-33.9K- 72.02% |
$791K - $809K
|
13.2K
$303K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-122K- 89.29% |
$2.84M - $2.9M
|
14.6K
$335K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-189K- 19.37% |
$4.4M - $4.5M
|
786K
$18.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61M- 49.53% |
$37.5M - $38.3M
|
1.64M
$37.6M
|