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 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26.1K+ 135.13% |
$608K - $621K
|
45.4K
$1.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
25.3KNew |
$591K - $604K
|
25.3K
$595K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
25.2K+ 52.2% |
$588K - $601K
|
73.5K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25KNew |
$583K - $596K
|
25K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
24.9K+ 7.69% |
$580K - $593K
|
348K
$8.18M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24K+ 0.15% |
$560K - $572K
|
15.9M
$374M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$541K - $553K
|
23.2K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22.6K+ 23.66% |
$528K - $539K
|
118K
$2.78M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
22.4KNew |
$522K - $534K
|
22.4K
$526K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 31.89% |
$505K - $517K
|
89.6K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 47.78% |
$492K - $503K
|
65.3K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
21K+ 35.35% |
$489K - $500K
|
80.2K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9K+ 4.34% |
$487K - $498K
|
502K
$11.8M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.1K+ 2.73% |
$423K - $432K
|
682K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
17.7KNew |
$413K - $422K
|
17.7K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 17.1% |
$400K - $409K
|
117K
$2.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17KNew |
$397K - $406K
|
17K
$400K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
16.9K+ 5.29% |
$393K - $402K
|
336K
$7.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.2K+ 13.16% |
$379K - $387K
|
140K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
16.2K+ 4.35% |
$378K - $387K
|
390K
$9.16M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16KNew |
$373K - $381K
|
16K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
16K+ 14.35% |
$373K - $381K
|
127K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
15.6K+ 11.6% |
$364K - $373K
|
150K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.4K+ 25.02% |
$359K - $367K
|
77K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 5.28% |
$358K - $366K
|
306K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$348K - $356K
|
14.9K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
14.6KNew |
$340K - $347K
|
14.6K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4K+ 16.64% |
$335K - $342K
|
101K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14KNew |
$328K - $335K
|
14K
$330K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14K+ 28.14% |
$326K - $334K
|
63.7K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3K+ 25.06% |
$310K - $317K
|
66.3K
$1.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 6.79% |
$307K - $314K
|
207K
$4.86M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.5K+ 52.96% |
$292K - $299K
|
36.2K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.5K+ 9.35% |
$291K - $298K
|
146K
$3.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.4K+ 35.99% |
$289K - $295K
|
46.8K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.4K+ 72.09% |
$288K - $295K
|
29.5K
$693K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12.3KNew |
$287K - $293K
|
12.3K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 4.56% |
$284K - $290K
|
279K
$6.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 59.92% |
$282K - $288K
|
32.3K
$758K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9K+ 20.64% |
$278K - $284K
|
69.6K
$1.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 5.38% |
$277K - $283K
|
233K
$5.47M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$273K - $279K
|
11.7K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11.6KNew |
$270K - $276K
|
11.6K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6K+ 184.69% |
$270K - $276K
|
17.8K
$419K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.3KNew |
$264K - $269K
|
11.3K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.9K+ 3.85% |
$254K - $259K
|
294K
$6.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 119822.22% |
$251K - $257K
|
10.8K
$254K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$248K - $253K
|
10.6K
$249K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.5K+ 6.92% |
$246K - $251K
|
163K
$3.83M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.67K+ 1.95% |
$225K - $230K
|
506K
$11.9M
|