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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.2K+ 71.2% |
$94K - $99.9K
|
10.1K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
284New |
$6.36K - $6.76K
|
284
$6.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.6K+ 12.04% |
$35.7K - $38K
|
14.8K
$350K
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$6.72M - $7.14M
|
300K
$7.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
9.7KNew |
$217K - $231K
|
9.7K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
432+ 36.83% |
$9.68K - $10.3K
|
1.61K
$37.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
129KNew |
$2.89M - $3.07M
|
129K
$3.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
399+ 24.63% |
$8.94K - $9.5K
|
2.02K
$47.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4+ 3.96% |
$89.6 - $95.2
|
105
$2.48K
|
|
|
Aug 12, 2025
Q2 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-273K- 7.36% |
$6.11M - $6.49M
|
3.43M
$81M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-824- 10.07% |
$18.5K - $19.6K
|
7.36K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
550New |
$12.3K - $13.1K
|
550
$13K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
555+ 3.23% |
$12.4K - $13.2K
|
17.8K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
222KNew |
$4.98M - $5.29M
|
222K
$5.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
882+ 8.42% |
$19.8K - $21K
|
11.4K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.4K+ 45.76% |
$725K - $771K
|
103K
$2.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
135New |
$3.02K - $3.21K
|
135
$3.18K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 10.39% |
$22.4K - $23.8K
|
10.6K
$251K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.1KNew |
$339K - $360K
|
15.1K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$1.81K - $1.93K
|
81
$1.91K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.33K+ 7.02% |
$97K - $103K
|
66K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
530New |
$11.9K - $12.6K
|
530
$12.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
256+ 2.98% |
$5.73K - $6.09K
|
8.85K
$209K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$291 - $309
|
13
$307
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64K+ 5839.29% |
$36.6K - $38.9K
|
1.66K
$39.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.97K- 76.59% |
$88.9K - $94.4K
|
1.21K
$28.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
229New |
$5.13K - $5.45K
|
229
$5.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.75K+ 377.05% |
$129K - $137K
|
7.28K
$172K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.9KNew |
$243K - $259K
|
10.9K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 19.98% |
$25.8K - $27.4K
|
4.61K
$109K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.7K- 92.53% |
$329K - $349K
|
1.19K
$28K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-205K- 68.8% |
$4.59M - $4.87M
|
92.9K
$2.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.99K+ 2.11% |
$44.6K - $47.4K
|
96.6K
$2.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
16.7KNew |
$373K - $396K
|
16.7K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.2KNew |
$273K - $290K
|
12.2K
$288K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
109+ 1.27% |
$2.44K - $2.59K
|
8.73K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3.07K+ 14.01% |
$68.7K - $73K
|
24.9K
$588K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-152K- 99.72% |
$3.4M - $3.62M
|
428
$10.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$314 - $333
|
14
$330
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60.5KNew |
$1.35M - $1.44M
|
60.5K
$1.43M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
158K+ 23.23% |
$3.54M - $3.76M
|
838K
$19.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$24.4K - $26K
|
1.09K
$25.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
366+ 57.37% |
$8.2K - $8.71K
|
1K
$23.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.1KNew |
$47K - $49.9K
|
2.1K
$49.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 19.85% |
$53.3K - $56.6K
|
14.4K
$339K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-15.9K- 60.76% |
$356K - $378K
|
10.3K
$242K
|
|
| Q1 2025 | |||||||
|
Dec 03, 2025
Q1 2025
|
Severin Investments, LLC
St. Louis, MO |
SELL
|
- |
-66.8KClosed |
$1.56M - $1.59M
|
0
$0
|
|
|
Oct 02, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
733KNew |
$17.1M - $17.5M
|
733K
$17.3M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24.6K
|
|