Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.82K- 12.19% |
$42.4K - $43.6K
|
13.1K
$312K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
11.2KNew |
$262K - $269K
|
11.2K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
457+ 0.41% |
$10.6K - $10.9K
|
112K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.15K+ 3.55% |
$73.3K - $75.4K
|
92K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
8.56KNew |
$199K - $205K
|
8.56K
$203K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
258K+ 46.35% |
$6M - $6.16M
|
813K
$19.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
272+ 2.65% |
$6.33K - $6.51K
|
10.5K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
103KNew |
$2.39M - $2.45M
|
103K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.74KNew |
$204K - $209K
|
8.74K
$208K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.91K+ 16.35% |
$67.7K - $69.5K
|
20.7K
$492K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
104KNew |
$2.42M - $2.48M
|
104K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
48.3KNew |
$1.12M - $1.16M
|
48.3K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
24.2KNew |
$563K - $578K
|
24.2K
$575K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
342New |
$7.97K - $8.18K
|
342
$8.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
316+ 3.23% |
$7.36K - $7.56K
|
10.1K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
900K+ 19.08% |
$21M - $21.5M
|
5.62M
$134M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
60KNew |
$1.4M - $1.44M
|
60K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.3K- 7.76% |
$333K - $342K
|
170K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
82.7K+ 17.72% |
$1.93M - $1.98M
|
550K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166K+ 82.13% |
$3.86M - $3.96M
|
367K
$8.73M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
46.7KNew |
$1.09M - $1.12M
|
46.7K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 2.4% |
$7.22K - $7.42K
|
13.2K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$30.8K - $31.6K
|
1.32K
$31.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.67KNew |
$85.5K - $87.9K
|
3.67K
$87.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 21.23% |
$278K - $286K
|
68.3K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.13KNew |
$213K - $219K
|
9.13K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
70.2K+ 67.67% |
$1.64M - $1.68M
|
174K
$4.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 5.32% |
$32.2K - $33.1K
|
27.4K
$650K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
919+ 77.62% |
$21.4K - $22K
|
2.1K
$50K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
67New |
$1.56K - $1.6K
|
67
$1.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91.8K+ 29.43% |
$2.14M - $2.2M
|
404K
$9.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
355K+ 683.56% |
$8.28M - $8.5M
|
407K
$9.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
10.1KNew |
$236K - $243K
|
10.1K
$241K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59.9K+ 212.91% |
$1.39M - $1.43M
|
88K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.34K+ 2.32% |
$77.7K - $79.9K
|
147K
$3.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.7K+ 8.61% |
$879K - $903K
|
476K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1K+ 10.92% |
$48.9K - $50.3K
|
21.3K
$507K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
56KNew |
$1.3M - $1.34M
|
56K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.01K+ 10.96% |
$210K - $216K
|
91.2K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$204K - $210K
|
8.76K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48M+ 24.98% |
$34.5M - $35.5M
|
7.41M
$176M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-792- 6.38% |
$18.4K - $19K
|
11.6K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3+ 1.14% |
$69.9 - $71.8
|
267
$6.35K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
168K+ 705.69% |
$3.91M - $4.02M
|
192K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-502K- 41.8% |
$11.7M - $12M
|
699K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
42+ 1.64% |
$978 - $1.01K
|
2.61K
$62K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.02K- 10.59% |
$23.7K - $24.3K
|
8.59K
$204K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$23.3 - $23.9
|
336
$7.99K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.86K+ 9.19% |
$113K - $116K
|
57.7K
$1.37M
|