Purchases and Sales Made in Q1 2025 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)

SPHY Quotes by TradingView

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 14, 2025 Q1 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
563
+ 0.75%
$13.1K - $13.4K
75.5K $1.77M
Apr 23, 2025 Q1 2025
Creative Financial Designs Inc

BUY
 -
513
+ 1.08%
$12K - $12.2K
47.9K $1.13M
May 15, 2025 Q1 2025
Banque Transatlantique Sa

Paris, I0
BUY
 -
500
New
$11.7K - $11.9K
500 $11.8K
May 07, 2025 Q1 2025
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
464
New
$10.8K - $11.1K
464 $10.9K
Apr 14, 2025 Q1 2025
New Square Capital LLC

BUY
 -
457
+ 0.1%
$10.7K - $10.9K
446K $10.5M
Apr 23, 2025 Q1 2025
Sheets Smith Wealth Management

BUY
 -
442
+ 0.6%
$10.3K - $10.5K
73.7K $1.73M
May 07, 2025 Q1 2025
N.E.W. Advisory Services LLC

BUY
 -
435
New
$10.1K - $10.4K
435 $10.2K
May 08, 2025 Q1 2025
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
430
+ 11.71%
$10K - $10.3K
4.1K $96.4K
May 15, 2025 Q1 2025
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
415
+ 1.67%
$9.68K - $9.89K
25.2K $593K
Apr 21, 2025 Q1 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
409
New
$9.54K - $9.75K
409 $9.61K
May 09, 2025 Q1 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
381
+ 7.15%
$8.88K - $9.08K
5.71K $134K
May 15, 2025 Q1 2025
Qube Research & Technologies LTD

London, X0
BUY
 -
378
+ 0.89%
$8.81K - $9.01K
42.7K $1M
May 12, 2025 Q1 2025
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
355
+ 9.33%
$8.28K - $8.46K
4.16K $97.8K
May 14, 2025 Q1 2025
South Plains Financial, Inc.

Lubbock, TX
BUY
 -
294
+ 0.8%
$6.86K - $7.01K
37.1K $871K
May 06, 2025 Q1 2025
North Star Asset Management LLC /Nj/

Hackettstown, NJ
BUY
 -
290
+ 3.19%
$6.76K - $6.91K
9.39K $221K
Apr 22, 2025 Q1 2025
Wolff Wiese Magana LLC

BUY
 -
229
New
$5.34K - $5.46K
229 $5.38K
Apr 30, 2025 Q1 2025
Phillips Financial Management, LLC

BUY
 -
210
+ 1.48%
$4.9K - $5.01K
14.4K $337K
May 13, 2025 Q1 2025
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
200
+ 2.12%
$4.66K - $4.77K
9.63K $226K
Apr 29, 2025 Q1 2025
Td Private Client Wealth LLC

New York, NY
BUY
 -
197
New
$4.59K - $4.7K
197 $4.63K
Apr 17, 2025 Q1 2025
Keystone Wealth Services, LLC

BUY
 -
192
+ 0.43%
$4.48K - $4.58K
45.2K $1.06M
May 13, 2025 Q1 2025
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
183
+ 1.84%
$4.27K - $4.36K
10.2K $239K
Apr 30, 2025 Q1 2025
Allworth Financial LP

BUY
 -
182
New
$4.24K - $4.34K
182 $4.28K
May 07, 2025 Q1 2025
Hurley Capital, LLC

New York, NY
BUY
 -
151
New
$3.52K - $3.6K
151 $3.55K
Apr 16, 2025 Q1 2025
Scott Capital Advisors, LLC

BUY
 -
147
+ 1.01%
$3.43K - $3.5K
14.8K $347K
Apr 30, 2025 Q1 2025
Financial Gravity Asset Management, Inc.

BUY
 -
135
New
$3.15K - $3.22K
135 $3.17K
Apr 16, 2025 Q1 2025
Yoffe Investment Management, LLC

Lemoyne, PA
BUY
 -
123
+ 0.56%
$2.87K - $2.93K
22.1K $519K
May 09, 2025 Q1 2025
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
114
New
$2.66K - $2.72K
114 $2.68K
Apr 23, 2025 Q1 2025
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
113
+ 0.9%
$2.64K - $2.69K
12.7K $298K
Apr 23, 2025 Q1 2025
La Fleur & Godfrey LLC

BUY
 -
94
+ 0.7%
$2.19K - $2.24K
13.5K $318K
May 01, 2025 Q1 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
93
+ 3.71%
$2.17K - $2.22K
2.6K $61.1K
May 15, 2025 Q1 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
86
+ 1.48%
$2.01K - $2.05K
5.9K $139K
Apr 16, 2025 Q1 2025
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
67
+ 0.08%
$1.56K - $1.6K
82.8K $1.94M
Apr 24, 2025 Q1 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
49
+ 0.69%
$1.14K - $1.17K
7.16K $168K
May 13, 2025 Q1 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
43
New
$1K - $1.03K
43 $1.01K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
37
New
$863 - $882
37 $870
May 14, 2025 Q1 2025
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
32
+ 9.64%
$746 - $763
364 $8.55K
May 09, 2025 Q1 2025
Tidemark, LLC

San Diego, CA
BUY
 -
27
New
$630 - $644
27 $635
May 15, 2025 Q1 2025
Godshalk Welsh Capital Management, Inc.

Radnor, PA
BUY
 -
25
+ 0.09%
$583 - $596
26.8K $629K
Apr 29, 2025 Q1 2025
Hexagon Capital Partners LLC

BUY
 -
24
+ 2.44%
$560 - $572
1.01K $23.6K
May 15, 2025 Q1 2025
Urban Financial Advisory Corp

Chicago, IL
BUY
 -
20
+ 1.3%
$466 - $477
1.56K $36.6K
May 06, 2025 Q1 2025
Madden Advisory Services, Inc.

BUY
 -
15
+ 0.14%
$350 - $358
10.9K $256K
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
13
+ 0.32%
$303 - $310
4.09K $96.1K
May 13, 2025 Q1 2025
Pfg Private Wealth Management, LLC

BUY
 -
10
New
$233 - $238
10 $235
May 14, 2025 Q1 2025
Graney & King, LLC

Latham, NY
BUY
 -
6
+ 1.21%
$140 - $143
501 $11.8K
May 15, 2025 Q1 2025
Newbridge Financial Services Group, Inc.

BUY
 -
6
+ 1.34%
$140 - $143
454 $10.7K
May 13, 2025 Q1 2025
Franklin Resources Inc

San Mateo, CA
BUY
 -
3
+ 0.42%
$70 - $71.5
717 $16.8K
May 12, 2025 Q1 2025
Hantz Financial Services, Inc.

BUY
 -
0
New
$0 - $0
0 $0
May 09, 2025 Q1 2025
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-4
- 0.24%
$93.3 - $95.4
1.68K $39.5K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

SELL
 -
-6
- 1.4%
$140 - $143
423 $9.94K

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