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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
74.6K+ 298.32% |
$1.67M - $1.77M
|
99.6K
$2.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-429K- 96.99% |
$9.62M - $10.2M
|
13.3K
$316K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.14K+ 5.34% |
$137K - $146K
|
121K
$2.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.64K+ 4.77% |
$126K - $134K
|
124K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-6.83K- 40.06% |
$153K - $162K
|
10.2K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
84.6K+ 318.85% |
$1.89M - $2.01M
|
111K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 0.94% |
$4.03K - $4.28K
|
19.4K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
84.3KNew |
$1.89M - $2.01M
|
84.3K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
386+ 2.44% |
$8.65K - $9.19K
|
16.2K
$384K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
217New |
$4.86K - $5.16K
|
217
$5.15K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30.8KNew |
$689K - $732K
|
30.8K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.51K- 9.75% |
$101K - $107K
|
41.8K
$991K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2New |
$44.8 - $47.6
|
2
$47.5
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
158K+ 23.23% |
$3.54M - $3.76M
|
838K
$19.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.16K+ 1.06% |
$48.3K - $51.3K
|
205K
$4.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.34K+ 2.86% |
$74.7K - $79.4K
|
120K
$2.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.35K+ 0.9% |
$30.2K - $32.1K
|
151K
$3.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 4.93% |
$58.9K - $62.6K
|
50.8K
$1.2M
|
|
|
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
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
23.6K+ 27.63% |
$529K - $562K
|
109K
$2.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.11K- 0.93% |
$24.8K - $26.3K
|
118K
$2.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.1K+ 2.86% |
$47.1K - $50.1K
|
75.8K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.1KNew |
$47K - $49.9K
|
2.1K
$49.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$24.4K - $26K
|
1.09K
$25.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
366+ 57.37% |
$8.2K - $8.71K
|
1K
$23.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
93.6KNew |
$2.1M - $2.23M
|
93.6K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
76+ 0.22% |
$1.7K - $1.81K
|
34.9K
$829K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.8K- 21.17% |
$981K - $1.04M
|
163K
$3.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 4.49% |
$83.2K - $88.4K
|
86.5K
$2.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
316+ 0.9% |
$7.08K - $7.52K
|
35.4K
$840K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
10.1KNew |
$226K - $241K
|
10.1K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-134- 0.99% |
$3K - $3.19K
|
13.4K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.24K+ 4.29% |
$72.5K - $77K
|
78.8K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13K+ 11.37% |
$291K - $309K
|
127K
$3.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-39.8K- 46.77% |
$893K - $948K
|
45.3K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21+ 0.07% |
$470 - $500
|
29K
$687K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 19.85% |
$53.3K - $56.6K
|
14.4K
$341K
|
|
|
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
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501K+ 58.38% |
$11.2M - $11.9M
|
1.36M
$32.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.86K+ 2.24% |
$64K - $68K
|
130K
$3.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-674- 4.57% |
$15.1K - $16K
|
14.1K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.3K- 32.06% |
$96.4K - $102K
|
9.12K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
70.8K+ 279.71% |
$1.59M - $1.69M
|
96.2K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.54K+ 2.38% |
$124K - $132K
|
238K
$5.65M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.16K+ 0.4% |
$93.1K - $98.9K
|
1.04M
$24.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
27.7K+ 19.83% |
$620K - $659K
|
167K
$3.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.28K+ 3.16% |
$28.7K - $30.5K
|
41.8K
$992K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
14.2K+ 8.74% |
$319K - $339K
|
177K
$4.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.95KNew |
$43.6K - $46.3K
|
1.95K
$46.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.52K- 1.72% |
$34K - $36.2K
|
86.7K
$2.06M
|