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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.88K+ 1.31% |
$207K - $212K
|
684K
$16.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.67K+ 3.06% |
$202K - $207K
|
292K
$6.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.62KNew |
$201K - $205K
|
8.62K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.61KNew |
$201K - $205K
|
8.61K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.3K+ 15.22% |
$193K - $198K
|
62.8K
$1.48M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.22K+ 45.83% |
$192K - $196K
|
26.1K
$614K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.07K+ 7079.82% |
$188K - $192K
|
8.19K
$192K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
7.31K+ 85.44% |
$170K - $174K
|
15.9K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
7K+ 62.32% |
$163K - $167K
|
18.2K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.74K+ 2.3% |
$157K - $161K
|
300K
$7.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
6.71K+ 61.68% |
$156K - $160K
|
17.6K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.62K+ 14.08% |
$154K - $158K
|
53.7K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 71.16% |
$154K - $158K
|
15.9K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.45K+ 12.75% |
$150K - $154K
|
57K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.41K+ 11.44% |
$150K - $153K
|
62.4K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.27KNew |
$146K - $149K
|
6.27K
$147K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.17K+ 68.63% |
$144K - $147K
|
15.2K
$356K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.06K+ 13.4% |
$141K - $145K
|
51.3K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.06K+ 14.32% |
$141K - $145K
|
48.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5.95K+ 37.33% |
$139K - $142K
|
21.9K
$514K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.58K+ 2.69% |
$130K - $133K
|
213K
$5M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.48K+ 5.01% |
$128K - $131K
|
115K
$2.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.46K+ 15.56% |
$127K - $130K
|
40.5K
$952K
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.42K+ 3.75% |
$126K - $129K
|
150K
$3.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.4K+ 4.96% |
$126K - $129K
|
114K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.36K+ 3.64% |
$125K - $128K
|
152K
$3.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.33K+ 9.75% |
$124K - $127K
|
60K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.33K+ 6.42% |
$124K - $127K
|
88.2K
$2.07M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.23K+ 51.56% |
$122K - $125K
|
15.4K
$361K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.18KNew |
$121K - $124K
|
5.18K
$122K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.11K+ 6.06% |
$119K - $122K
|
89.4K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.11K+ 9.02% |
$119K - $122K
|
61.7K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.1KNew |
$119K - $122K
|
5.1K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
5.03K+ 2.54% |
$117K - $120K
|
203K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.01KNew |
$117K - $119K
|
5.01K
$118K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.72K+ 3.08% |
$110K - $112K
|
158K
$3.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
4.67K+ 3.88% |
$109K - $111K
|
125K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.59K+ 7.43% |
$107K - $109K
|
66.3K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.57K+ 34.83% |
$107K - $109K
|
17.7K
$416K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.53KNew |
$106K - $108K
|
4.53K
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
4.5KNew |
$105K - $107K
|
4.5K
$106K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.32K+ 10.31% |
$101K - $103K
|
46.3K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.26K+ 17.16% |
$99.4K - $102K
|
29.1K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.15K+ 2.1% |
$96.7K - $98.8K
|
201K
$4.73M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.08K+ 292.11% |
$95K - $97.1K
|
5.47K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3.99KNew |
$93K - $95.1K
|
3.99K
$93.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.9K+ 2.33% |
$90.8K - $92.9K
|
171K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.7K+ 8.74% |
$86.3K - $88.2K
|
46K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.67K+ 3.2% |
$85.6K - $87.5K
|
118K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 70.0% |
$81.6K - $83.4K
|
8.5K
$200K
|