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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.2K- 24.03% |
$1.5M - $1.53M
|
203K
$4.73M
|
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
2.7M+ 9.61% |
$63M - $64.4M
|
30.8M
$717M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.67M+ 101.9% |
$38.9M - $39.8M
|
3.31M
$77M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
145K+ 15.56% |
$3.38M - $3.45M
|
1.07M
$25M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16.4K- 5.08% |
$383K - $391K
|
307K
$7.15M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.4K- 54.08% |
$615K - $629K
|
22.4K
$521K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 3.46% |
$1.03K - $1.05K
|
1.23K
$28.6K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
745+ 7.18% |
$17.4K - $17.8K
|
11.1K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 71.16% |
$154K - $158K
|
15.9K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 1.34% |
$140 - $143
|
454
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
106KNew |
$2.47M - $2.53M
|
106K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-814- 7.0% |
$19K - $19.4K
|
10.8K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.4K+ 25.02% |
$359K - $367K
|
77K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
28.8K+ 50.89% |
$672K - $687K
|
85.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
40M+ 2697.29% |
$934M - $955M
|
41.5M
$967M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.2K- 1.09% |
$1.29M - $1.32M
|
5.03M
$117M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6K+ 184.69% |
$270K - $276K
|
17.8K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-172- 2.43% |
$4.01K - $4.1K
|
6.89K
$161K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 10.41% |
$709K - $725K
|
323K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-938- 4.75% |
$21.9K - $22.4K
|
18.8K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-4.14K- 23.44% |
$96.5K - $98.6K
|
13.5K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.6K+ 15.79% |
$715K - $731K
|
225K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11.4K- 1.25% |
$265K - $271K
|
898K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-971- 5.46% |
$22.6K - $23.1K
|
16.8K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.09% |
$583 - $596
|
26.8K
$623K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 47.78% |
$492K - $503K
|
65.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-244K- 29.22% |
$5.69M - $5.82M
|
591K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-13.5K- 6.59% |
$316K - $323K
|
192K
$4.47M
|
|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
50.1K+ 3.38% |
$1.17M - $1.19M
|
1.53M
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-36.2K- 92.75% |
$845K - $864K
|
2.84K
$66K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.1K+ 2.73% |
$423K - $432K
|
682K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
378+ 0.89% |
$8.81K - $9.01K
|
42.7K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5.95K+ 37.33% |
$139K - $142K
|
21.9K
$510K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
16.2K+ 4.35% |
$378K - $387K
|
390K
$9.08M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
6.4KNew |
$149K - $153K
|
6.4K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.8K- 7.06% |
$65.3K - $66.7K
|
36.9K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
415+ 1.67% |
$9.68K - $9.89K
|
25.2K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.19K- 20.48% |
$97.7K - $99.9K
|
16.3K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
159KNew |
$3.71M - $3.8M
|
159K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
20+ 1.3% |
$466 - $477
|
1.56K
$36.3K
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.07K+ 2.7% |
$71.5K - $73.1K
|
117K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
13+ 0.32% |
$303 - $310
|
4.09K
$95.3K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.61K+ 12.08% |
$37.6K - $38.4K
|
14.9K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 25.35% |
$246K - $251K
|
31K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-268- 1.81% |
$6.25K - $6.39K
|
14.6K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$348K - $356K
|
14.9K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.43K- 28.8% |
$150K - $153K
|
15.9K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86+ 1.48% |
$2.01K - $2.05K
|
5.9K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.3K+ 15.22% |
$193K - $198K
|
62.8K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-54- 0.12% |
$1.26K - $1.29K
|
45.3K
$1.06M
|