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 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-4.14K- 23.44% |
$96.5K - $98.6K
|
13.5K
$318K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.19K- 20.48% |
$97.7K - $99.9K
|
16.3K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-4.55K- 6.9% |
$106K - $108K
|
61.4K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5K- 0.56% |
$117K - $119K
|
890K
$20.9M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.2K- 77.32% |
$121K - $124K
|
1.53K
$35.8K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.49K- 24.33% |
$128K - $131K
|
17.1K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.68K- 13.12% |
$133K - $135K
|
37.6K
$885K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.81K- 18.46% |
$136K - $139K
|
25.7K
$603K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.85K- 9.88% |
$136K - $140K
|
53.4K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-6.3K- 37.27% |
$147K - $150K
|
10.6K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.43K- 28.8% |
$150K - $153K
|
15.9K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.56K- 34.08% |
$153K - $156K
|
12.7K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 10.17% |
$159K - $163K
|
60.3K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.97K- 28.82% |
$162K - $166K
|
17.2K
$404K
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.13K- 0.22% |
$166K - $170K
|
3.26M
$76.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.2K- 27.57% |
$237K - $242K
|
26.7K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 12.78% |
$242K - $247K
|
70.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 25.35% |
$246K - $251K
|
31K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.4K- 1.25% |
$265K - $271K
|
898K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.4K- 7.45% |
$265K - $271K
|
141K
$3.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 9.27% |
$273K - $279K
|
115K
$2.69M
|
|
|
May 01, 2025
Q1 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13.4K- 6.96% |
$312K - $319K
|
179K
$4.2M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-13.5K- 6.59% |
$316K - $323K
|
192K
$4.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-13.9K- 31.98% |
$324K - $332K
|
29.6K
$696K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15K- 43.49% |
$349K - $357K
|
19.5K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-16K- 1.62% |
$373K - $381K
|
974K
$22.9M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16.4K- 5.08% |
$383K - $391K
|
307K
$7.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.3K- 25.18% |
$404K - $413K
|
51.4K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.4K- 9.74% |
$429K - $439K
|
171K
$4.01M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.2K- 4.42% |
$471K - $482K
|
438K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-21.9K- 5.35% |
$510K - $521K
|
387K
$9.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-22.5K- 4.72% |
$524K - $536K
|
453K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
SELL
|
- |
-22.7K- 1.66% |
$529K - $541K
|
1.34M
$31.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.7K- 34.64% |
$575K - $588K
|
46.5K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.9K- 31.68% |
$580K - $593K
|
53.6K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.7K- 23.55% |
$600K - $613K
|
83.5K
$1.96M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.4K- 54.08% |
$615K - $629K
|
22.4K
$526K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-27.7K- 37.3% |
$645K - $659K
|
46.5K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-30K- 50.0% |
$700K - $715K
|
30K
$705K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-30K- 50.0% |
$700K - $715K
|
30K
$705K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-33.9K- 72.02% |
$791K - $809K
|
13.2K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34.6KClosed |
$808K - $826K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-36.2K- 92.75% |
$845K - $864K
|
2.84K
$66.6K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.7K- 4.85% |
$949K - $971K
|
799K
$18.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-44.4K- 48.69% |
$1.04M - $1.06M
|
46.8K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.2K- 6.39% |
$1.1M - $1.12M
|
691K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 1.09% |
$1.29M - $1.32M
|
5.03M
$118M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-58K- 33.34% |
$1.35M - $1.38M
|
116K
$2.73M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.2K- 24.03% |
$1.5M - $1.53M
|
203K
$4.77M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-67.3K- 83.9% |
$1.57M - $1.6M
|
12.9K
$303K
|