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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69.4K- 18.91% |
$1.62M - $1.65M
|
298K
$6.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-82.5K- 4.5% |
$1.92M - $1.97M
|
1.75M
$41.2M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-87.3K- 6.03% |
$2.04M - $2.08M
|
1.36M
$32M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-122K- 89.29% |
$2.84M - $2.9M
|
14.6K
$343K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-189K- 19.37% |
$4.4M - $4.5M
|
786K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-206K- 92.56% |
$4.8M - $4.91M
|
16.5K
$389K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-244K- 29.22% |
$5.69M - $5.82M
|
591K
$13.9M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-521K- 97.21% |
$12.1M - $12.4M
|
14.9K
$351K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.61M- 49.53% |
$37.5M - $38.3M
|
1.64M
$38.5M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.7M- 30.27% |
$39.6M - $40.5M
|
3.92M
$92M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.01M- 52.86% |
$46.9M - $48M
|
1.8M
$42.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.1M- 95.69% |
$49M - $50.1M
|
94.6K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.2M- 91.22% |
$51.3M - $52.5M
|
212K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-5.65M- 60.41% |
$132M - $135M
|
3.71M
$87.1M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8.14M- 95.73% |
$190M - $194M
|
363K
$8.54M
|