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 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 3.46% |
$1.03K - $1.05K
|
1.23K
$28.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-48- 10.67% |
$1.12K - $1.14K
|
402
$9.45K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-49- 32.67% |
$1.14K - $1.17K
|
101
$2.37K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-54- 0.12% |
$1.26K - $1.29K
|
45.3K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-68- 0.23% |
$1.59K - $1.62K
|
28.9K
$680K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-76- 0.61% |
$1.77K - $1.81K
|
12.3K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-77- 0.71% |
$1.8K - $1.84K
|
10.8K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-84- 17.87% |
$1.96K - $2K
|
386
$9.07K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 1.4% |
$2.5K - $2.55K
|
7.53K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-146- 4.14% |
$3.4K - $3.48K
|
3.38K
$79.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-169- 45.8% |
$3.94K - $4.03K
|
200
$4.7K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-172- 2.43% |
$4.01K - $4.1K
|
6.89K
$162K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-173- 13.59% |
$4.03K - $4.12K
|
1.1K
$25.9K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-249- 1.3% |
$5.81K - $5.94K
|
18.9K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-268- 1.81% |
$6.25K - $6.39K
|
14.6K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-294- 64.76% |
$6.86K - $7.01K
|
160
$3.76K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-331- 12.69% |
$7.72K - $7.89K
|
2.28K
$53.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-344- 18.56% |
$8.02K - $8.2K
|
1.51K
$35.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-400- 2.04% |
$9.33K - $9.54K
|
19.2K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-404- 98.54% |
$9.42K - $9.63K
|
6
$141
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-411- 4.56% |
$9.58K - $9.8K
|
8.59K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-491- 24.55% |
$11.5K - $11.7K
|
1.51K
$35.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-589- 2.84% |
$13.7K - $14K
|
20.1K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-612- 1.91% |
$14.3K - $14.6K
|
31.5K
$740K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-628- 27.41% |
$14.6K - $15K
|
1.66K
$39.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-653- 5.36% |
$15.2K - $15.6K
|
11.5K
$271K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-675- 1.89% |
$15.7K - $16.1K
|
35.1K
$824K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-691- 5.59% |
$16.1K - $16.5K
|
11.7K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-700- 6.36% |
$16.3K - $16.7K
|
10.3K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-814- 7.0% |
$19K - $19.4K
|
10.8K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-938- 4.75% |
$21.9K - $22.4K
|
18.8K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-958- 78.14% |
$22.3K - $22.8K
|
268
$6.3K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-966- 3.49% |
$22.5K - $23K
|
26.7K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-971- 5.46% |
$22.6K - $23.1K
|
16.8K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-1.02K- 3.82% |
$23.8K - $24.3K
|
25.7K
$604K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.06K- 1.37% |
$24.6K - $25.2K
|
76.2K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.07K- 7.19% |
$24.9K - $25.5K
|
13.8K
$324K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.17K- 1.94% |
$27.3K - $27.9K
|
59.2K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.2K- 9.55% |
$27.9K - $28.5K
|
11.3K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.33K- 4.7% |
$31.1K - $31.8K
|
27K
$636K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.42K- 50.0% |
$33K - $33.7K
|
1.42K
$33.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.58K- 98.26% |
$36.8K - $37.6K
|
28
$658
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.76K- 14.57% |
$41.1K - $42K
|
10.3K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 7.06% |
$45K - $46K
|
25.4K
$597K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.96K- 9.24% |
$45.7K - $46.7K
|
19.2K
$452K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.28K- 17.75% |
$53.2K - $54.4K
|
10.6K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 17.29% |
$55.1K - $56.4K
|
11.3K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.44K- 0.25% |
$57K - $58.3K
|
959K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.8K- 7.06% |
$65.3K - $66.7K
|
36.9K
$866K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.3K- 5.73% |
$77K - $78.7K
|
54.3K
$1.28M
|