Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.01MNew |
$157M - $167M
|
7.01M
$167M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
843KNew |
$18.9M - $20.1M
|
843K
$20M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501K+ 58.38% |
$11.2M - $11.9M
|
1.36M
$32.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
215K+ 87.49% |
$4.83M - $5.13M
|
462K
$11M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
158K+ 23.23% |
$3.54M - $3.76M
|
838K
$19.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126K+ 713.54% |
$2.83M - $3M
|
144K
$3.42M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122K+ 1133.62% |
$2.74M - $2.91M
|
133K
$3.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
98.8KNew |
$2.21M - $2.35M
|
98.8K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
93.6KNew |
$2.1M - $2.23M
|
93.6K
$2.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.6KNew |
$1.9M - $2.01M
|
84.6K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
84.6K+ 318.85% |
$1.89M - $2.01M
|
111K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
84.3KNew |
$1.89M - $2.01M
|
84.3K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
76.8K+ 40.31% |
$1.72M - $1.83M
|
267K
$6.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
74.6K+ 298.32% |
$1.67M - $1.77M
|
99.6K
$2.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
70.8K+ 279.71% |
$1.59M - $1.69M
|
96.2K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61.4K+ 4.8% |
$1.37M - $1.46M
|
1.34M
$31.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60.5KNew |
$1.35M - $1.44M
|
60.5K
$1.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53.4K+ 10.16% |
$1.2M - $1.27M
|
579K
$13.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.2K+ 346.68% |
$878K - $933K
|
50.5K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38K+ 81.73% |
$851K - $905K
|
84.5K
$2.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.7K+ 36.52% |
$733K - $779K
|
122K
$2.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
32.7KNew |
$732K - $777K
|
32.7K
$776K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30.8KNew |
$689K - $732K
|
30.8K
$730K
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
29.3K+ 1.74% |
$656K - $697K
|
1.71M
$40.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
27.7K+ 19.83% |
$620K - $659K
|
167K
$3.97M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 2.24% |
$558K - $593K
|
1.14M
$27M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
23.6K+ 27.63% |
$529K - $562K
|
109K
$2.59M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$480K - $510K
|
21.4K
$508K
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$390K - $414K
|
17.4K
$413K
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
16.7KNew |
$373K - $396K
|
16.7K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16K+ 156.91% |
$359K - $382K
|
26.3K
$624K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
14.4KNew |
$322K - $342K
|
14.4K
$341K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
14.2K+ 8.74% |
$319K - $339K
|
177K
$4.21M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13K+ 11.37% |
$291K - $309K
|
127K
$3.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.2KNew |
$273K - $290K
|
12.2K
$289K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
11K+ 192.32% |
$246K - $262K
|
16.7K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5KNew |
$236K - $250K
|
10.5K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
10.1KNew |
$226K - $241K
|
10.1K
$240K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
9.35K+ 5.92% |
$209K - $223K
|
167K
$3.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.34K+ 5.5% |
$187K - $198K
|
160K
$3.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
8.31K+ 1.54% |
$186K - $198K
|
547K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
6.94K+ 39.24% |
$156K - $165K
|
24.6K
$585K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.47K+ 429.03% |
$145K - $154K
|
7.98K
$190K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.14K+ 5.34% |
$137K - $146K
|
121K
$2.87M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.85K+ 8.83% |
$131K - $139K
|
72.2K
$1.71M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.64K+ 4.77% |
$126K - $134K
|
124K
$2.94M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.54K+ 2.38% |
$124K - $132K
|
238K
$5.66M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.39K+ 3.59% |
$121K - $128K
|
156K
$3.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.24K+ 34.34% |
$117K - $125K
|
20.5K
$487K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
5.2K+ 8.79% |
$117K - $124K
|
64.4K
$1.53M
|