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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21+ 0.07% |
$470 - $500
|
29K
$684K
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-674- 4.57% |
$15.1K - $16K
|
14.1K
$333K
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.86K+ 2.24% |
$64K - $68K
|
130K
$3.08M
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501K+ 58.38% |
$11.2M - $11.9M
|
1.36M
$32.1M
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.49K+ 11.3% |
$101K - $107K
|
44.3K
$1.05M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 19.85% |
$53.3K - $56.6K
|
14.4K
$339K
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
70.8K+ 279.71% |
$1.59M - $1.69M
|
96.2K
$2.27M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.54K+ 2.38% |
$124K - $132K
|
238K
$5.63M
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.16K+ 0.4% |
$93.1K - $98.9K
|
1.04M
$24.6M
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
27.7K+ 19.83% |
$620K - $659K
|
167K
$3.95M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.28K+ 3.16% |
$28.7K - $30.5K
|
41.8K
$987K
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
14.2K+ 8.74% |
$319K - $339K
|
177K
$4.18M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.95KNew |
$43.6K - $46.3K
|
1.95K
$46K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.52K- 1.72% |
$34K - $36.2K
|
86.7K
$2.05M
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-677- 2.5% |
$15.2K - $16.1K
|
26.4K
$623K
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.26K+ 5.11% |
$50.7K - $53.9K
|
46.6K
$1.1M
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-9.89K- 21.88% |
$222K - $235K
|
35.3K
$834K
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-174- 0.39% |
$3.9K - $4.14K
|
44.1K
$1.04M
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
98.8KNew |
$2.21M - $2.35M
|
98.8K
$2.33M
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-42- 0.29% |
$941 - $1K
|
14.5K
$343K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.3K- 29.33% |
$410K - $436K
|
44.1K
$1.04M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.2K+ 346.68% |
$878K - $933K
|
50.5K
$1.19M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-15.9K- 60.76% |
$356K - $378K
|
10.3K
$242K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
215K+ 87.49% |
$4.83M - $5.13M
|
462K
$10.9M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122K+ 1133.62% |
$2.74M - $2.91M
|
133K
$3.14M
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$390K - $414K
|
17.4K
$411K
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
32.7KNew |
$732K - $777K
|
32.7K
$772K
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4.91K+ 4.92% |
$110K - $117K
|
105K
$2.47M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.23KNew |
$27.6K - $29.3K
|
1.23K
$29.1K
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.24K+ 34.34% |
$117K - $125K
|
20.5K
$485K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.39K+ 3.59% |
$121K - $128K
|
156K
$3.68M
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 99.33% |
$23.2K - $24.7K
|
7
$165
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
291+ 0.17% |
$6.52K - $6.93K
|
172K
$4.06M
|
|
Q1 2025 | |||||||
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.34K+ 47.46% |
$31.2K - $31.9K
|
4.15K
$98K
|
|
Jun 16, 2025
Q1 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-1.43K- 11.19% |
$33.4K - $34.2K
|
11.4K
$269K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.44K+ 4.46% |
$80.2K - $81.9K
|
80.4K
$1.9M
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24.6K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.1K+ 205.86% |
$1.07M - $1.1M
|
68.5K
$1.62M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-64.2K- 24.03% |
$1.5M - $1.53M
|
203K
$4.8M
|
|
May 20, 2025
Q1 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
2.7M+ 9.61% |
$63M - $64.4M
|
30.8M
$727M
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.67M+ 101.9% |
$38.9M - $39.8M
|
3.31M
$78.1M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
145K+ 15.56% |
$3.38M - $3.45M
|
1.07M
$25.4M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16.4K- 5.08% |
$383K - $391K
|
307K
$7.25M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-44- 3.46% |
$1.03K - $1.05K
|
1.23K
$29K
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 1.34% |
$140 - $143
|
454
$10.7K
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
16.2K+ 4.35% |
$378K - $387K
|
390K
$9.2M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 71.16% |
$154K - $158K
|
15.9K
$376K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
745+ 7.18% |
$17.4K - $17.8K
|
11.1K
$263K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-814- 7.0% |
$19K - $19.4K
|
10.8K
$255K
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
28.8K+ 50.89% |
$672K - $687K
|
85.5K
$2.02M
|