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
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-997K- 71.1% |
$22.3M - $23.7M
|
405K
$9.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10+ 2.0% |
$224 - $238
|
511
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
6.86K+ 25.02% |
$154K - $163K
|
34.3K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
6.98K+ 15.0% |
$156K - $166K
|
53.5K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.21K+ 1.59% |
$27.2K - $28.9K
|
77.4K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 62.35% |
$749K - $796K
|
87.1K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
7.71K+ 12.48% |
$173K - $183K
|
69.5K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 29.69% |
$241K - $256K
|
47K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
41.5K+ 28.4% |
$930K - $988K
|
188K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
139+ 0.95% |
$3.11K - $3.31K
|
14.7K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.33K+ 4.1% |
$52.1K - $55.3K
|
59K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13M- 2.73% |
$25.4M - $27M
|
40.4M
$964M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 21.43% |
$1.75K - $1.86K
|
286
$6.83K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
14.6K+ 77.66% |
$327K - $348K
|
33.4K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.79K- 34.72% |
$107K - $114K
|
9K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 51.79% |
$66.3K - $70.4K
|
2.75K
$65.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.2K+ 71.2% |
$94K - $99.9K
|
10.1K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.83K- 30.39% |
$108K - $115K
|
11.1K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 46.35% |
$3.09M - $3.28M
|
160K
$3.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.23M- 54.72% |
$27.5M - $29.3M
|
1.02M
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
871+ 0.95% |
$19.5K - $20.7K
|
93K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-573K- 73.63% |
$12.8M - $13.6M
|
205K
$4.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 12.01% |
$683K - $726K
|
224K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.4KNew |
$1.33M - $1.41M
|
59.4K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.75K- 6.95% |
$39.3K - $41.7K
|
23.5K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
119KNew |
$2.67M - $2.84M
|
119K
$2.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
55K+ 6.18% |
$1.23M - $1.31M
|
945K
$22.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
11.8K+ 1.73% |
$265K - $282K
|
694K
$16.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.1K+ 32.26% |
$495K - $526K
|
90.6K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
432+ 36.83% |
$9.68K - $10.3K
|
1.61K
$38.3K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
433+ 2.62% |
$9.7K - $10.3K
|
17K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
6.66K+ 25.94% |
$149K - $159K
|
32.3K
$772K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.3K+ 32.74% |
$343K - $365K
|
62.1K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
274K+ 17.87% |
$6.13M - $6.51M
|
1.8M
$43.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
64.8KNew |
$1.45M - $1.54M
|
64.8K
$1.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.42M+ 298.46% |
$99M - $105M
|
5.9M
$141M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
129KNew |
$2.89M - $3.07M
|
129K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17K+ 17.26% |
$382K - $405K
|
116K
$2.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
284New |
$6.36K - $6.76K
|
284
$6.78K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
71K+ 3.3% |
$1.59M - $1.69M
|
2.22M
$53.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
350+ 3.31% |
$7.84K - $8.33K
|
10.9K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-3.31K- 5.39% |
$74.1K - $78.7K
|
58.1K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.3K+ 10.21% |
$230K - $245K
|
111K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.54M- 93.07% |
$34.5M - $36.6M
|
114K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-888- 7.12% |
$19.9K - $21.1K
|
11.6K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-228K- 80.5% |
$5.1M - $5.42M
|
55.2K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
64.2KNew |
$1.44M - $1.53M
|
64.2K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-300K- 99.98% |
$6.71M - $7.13M
|
74
$1.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.6K+ 12.04% |
$35.7K - $38K
|
14.8K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42.8K+ 3.98% |
$959K - $1.02M
|
1.12M
$26.7M
|