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 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41+ 0.4% |
$918 - $976
|
10.2K
$243K
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.08K- 5.39% |
$68.9K - $73.2K
|
54K
$1.29M
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
9.7KNew |
$217K - $231K
|
9.7K
$232K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$22.4 - $23.8
|
7.15K
$171K
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
138K+ 4.24% |
$3.1M - $3.29M
|
3.4M
$81.1M
|
|
Aug 13, 2025
Q2 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
162K+ 2.22% |
$3.64M - $3.86M
|
7.47M
$178M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
61KNew |
$1.37M - $1.45M
|
61K
$1.46M
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$6.72M - $7.14M
|
300K
$7.16M
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-243K- 20.07% |
$5.45M - $5.79M
|
969K
$23.1M
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
81.2K+ 14.12% |
$1.82M - $1.93M
|
656K
$15.7M
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.65K+ 0.57% |
$194K - $206K
|
1.52M
$36.4M
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.6KNew |
$260K - $277K
|
11.6K
$277K
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.83K+ 5.62% |
$40.9K - $43.5K
|
34.3K
$820K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 21.3% |
$35.9K - $38.2K
|
9.13K
$218K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.7KNew |
$1.76M - $1.87M
|
78.7K
$1.88M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.9K+ 65.84% |
$1.01M - $1.07M
|
113K
$2.7M
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24K+ 2.67% |
$537K - $571K
|
921K
$22M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19+ 2.65% |
$426 - $452
|
736
$17.6K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
823K+ 14.31% |
$18.4M - $19.6M
|
6.57M
$157M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
399+ 24.63% |
$8.94K - $9.5K
|
2.02K
$48.2K
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4+ 3.96% |
$89.6 - $95.2
|
105
$2.51K
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-29.3K- 79.06% |
$656K - $697K
|
7.76K
$185K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
280+ 1.79% |
$6.27K - $6.66K
|
16K
$381K
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-4.09K- 27.4% |
$91.6K - $97.3K
|
10.8K
$259K
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-35.4K- 9.14% |
$792K - $842K
|
352K
$8.4M
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.03K- 6.45% |
$45.5K - $48.4K
|
29.5K
$703K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-824- 10.07% |
$18.5K - $19.6K
|
7.36K
$176K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
550New |
$12.3K - $13.1K
|
550
$13.1K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-703- 6.2% |
$15.7K - $16.7K
|
10.6K
$254K
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-96.4K- 46.68% |
$2.16M - $2.29M
|
110K
$2.63M
|
|
Aug 12, 2025
Q2 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-273K- 7.36% |
$6.11M - $6.49M
|
3.43M
$81.9M
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
975+ 23.44% |
$21.8K - $23.2K
|
5.14K
$123K
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16.8K+ 57.61% |
$376K - $399K
|
45.9K
$1.1M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
179K+ 44.43% |
$4.02M - $4.27M
|
583K
$13.9M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.04K+ 8.3% |
$158K - $168K
|
91.9K
$2.19M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-56.4K- 64.98% |
$1.26M - $1.34M
|
30.4K
$725K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.45K- 2.11% |
$54.9K - $58.3K
|
114K
$2.71M
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-142- 9.41% |
$3.18K - $3.38K
|
1.37K
$32.6K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.01K+ 2.84% |
$89.8K - $95.4K
|
145K
$3.47M
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
207K+ 21.94% |
$4.64M - $4.93M
|
1.15M
$27.5M
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.84K- 25.42% |
$41.3K - $43.9K
|
5.41K
$129K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.15K- 12.8% |
$48.2K - $51.2K
|
14.7K
$350K
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.8K+ 51.28% |
$556K - $591K
|
73.2K
$1.75M
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$239K - $254K
|
10.7K
$255K
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
22.4K+ 3.58% |
$501K - $533K
|
648K
$15.5M
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.02% |
$67.2 - $71.4
|
15.8K
$378K
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.5KNew |
$549K - $584K
|
24.5K
$586K
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
87.7KNew |
$1.97M - $2.09M
|
87.7K
$2.09M
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
9.08KNew |
$203K - $216K
|
9.08K
$217K
|