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 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.49K+ 8.55% |
$81.3K - $83.1K
|
44.2K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
3.48K+ 3.28% |
$81.1K - $82.9K
|
110K
$2.58M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.44K+ 4.46% |
$80.2K - $81.9K
|
80.4K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.07K+ 2.7% |
$71.5K - $73.1K
|
117K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.9K+ 9.8% |
$67.7K - $69.2K
|
32.5K
$764K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.79K+ 5.21% |
$65.2K - $66.6K
|
56.4K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.67K+ 24.8% |
$62.2K - $63.6K
|
13.4K
$315K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.35K+ 485.92% |
$54.7K - $56K
|
2.83K
$66.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.32K+ 2.78% |
$54K - $55.2K
|
85.5K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
2.25K+ 4.51% |
$52.4K - $53.6K
|
52.1K
$1.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.17K+ 103.38% |
$50.7K - $51.8K
|
4.28K
$101K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.1K+ 0.81% |
$48.9K - $50K
|
261K
$6.12M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2K+ 38.07% |
$46.6K - $47.7K
|
7.25K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.98K+ 3.22% |
$46.1K - $47.1K
|
63.3K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.96K+ 4.2% |
$45.8K - $46.8K
|
48.6K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.93K+ 18.3% |
$45K - $46K
|
12.5K
$293K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.86K+ 0.46% |
$43.4K - $44.3K
|
409K
$9.62M
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.77K+ 1.92% |
$41.2K - $42.1K
|
93.7K
$2.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$38.1K - $39K
|
1.64K
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.61K+ 12.08% |
$37.6K - $38.4K
|
14.9K
$351K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49K+ 17.01% |
$34.7K - $35.4K
|
10.2K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.47KNew |
$34.3K - $35.1K
|
1.47K
$34.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4K+ 13.71% |
$32.6K - $33.3K
|
11.6K
$272K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.38K+ 3.21% |
$32.1K - $32.9K
|
44.3K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 14.72% |
$31.3K - $32K
|
10.5K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.32K+ 5.21% |
$30.9K - $31.5K
|
26.7K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.27K+ 1.08% |
$29.6K - $30.3K
|
119K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.24K+ 10.25% |
$28.8K - $29.5K
|
13.3K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.22K+ 5.92% |
$28.5K - $29.2K
|
21.9K
$515K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.19K+ 26.28% |
$27.8K - $28.4K
|
5.72K
$134K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 5.41% |
$26.8K - $27.4K
|
22.4K
$526K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.12KNew |
$26K - $26.6K
|
1.12K
$26.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.11K+ 4.27% |
$25.9K - $26.5K
|
27.1K
$637K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24.5K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 6.77% |
$23.4K - $23.9K
|
15.8K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1K+ 1.82% |
$23.4K - $23.9K
|
55.9K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
986+ 1.64% |
$23K - $23.5K
|
61.3K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
960+ 145.45% |
$22.4K - $22.9K
|
1.62K
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
925+ 0.45% |
$21.6K - $22.1K
|
206K
$4.85M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
795+ 6.39% |
$18.5K - $19K
|
13.2K
$311K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
779+ 2.01% |
$18.2K - $18.6K
|
39.4K
$927K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
753New |
$17.6K - $18K
|
753
$17.7K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
745+ 7.18% |
$17.4K - $17.8K
|
11.1K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
BUY
|
- |
719+ 0.73% |
$16.8K - $17.1K
|
99.7K
$2.34M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
685+ 2.81% |
$16K - $16.3K
|
25.1K
$590K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
640+ 5.15% |
$14.9K - $15.3K
|
13.1K
$307K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
638+ 22.02% |
$14.9K - $15.2K
|
3.54K
$83.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
622+ 4.1% |
$14.5K - $14.8K
|
15.8K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
612+ 0.22% |
$14.3K - $14.6K
|
283K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
606+ 2.34% |
$14.1K - $14.4K
|
26.5K
$623K
|