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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
74.5K+ 5.17% |
$1.74M - $1.78M
|
1.51M
$35.8M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
960+ 145.45% |
$22.4K - $22.9K
|
1.62K
$38.3K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
100KNew |
$2.33M - $2.38M
|
100K
$2.36M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
110K+ 6.01% |
$2.57M - $2.63M
|
1.95M
$46M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.88K+ 1.31% |
$207K - $212K
|
684K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
43New |
$1K - $1.03K
|
43
$1.02K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 5.28% |
$358K - $366K
|
306K
$7.23M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-344- 18.56% |
$8.02K - $8.2K
|
1.51K
$35.6K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
842K+ 150.55% |
$19.6M - $20.1M
|
1.4M
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
183+ 1.84% |
$4.27K - $4.36K
|
10.2K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.67K+ 3.06% |
$202K - $207K
|
292K
$6.89M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
84.9KNew |
$1.98M - $2.02M
|
84.9K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$233 - $238
|
10
$236
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 1.4% |
$2.5K - $2.55K
|
7.53K
$178K
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
34K+ 173.93% |
$794K - $812K
|
53.6K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1K+ 6.77% |
$23.4K - $23.9K
|
15.8K
$374K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
303K+ 96.6% |
$7.07M - $7.23M
|
617K
$14.6M
|
|
|
May 12, 2025
Q1 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-87.3K- 6.03% |
$2.04M - $2.08M
|
1.36M
$32.1M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.3K+ 177.9% |
$753K - $770K
|
50.4K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-206K- 92.56% |
$4.8M - $4.91M
|
16.5K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
355+ 9.33% |
$8.28K - $8.46K
|
4.16K
$98.3K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27.5K+ 61.75% |
$642K - $656K
|
72.1K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
31.7K+ 126.37% |
$738K - $755K
|
56.7K
$1.34M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-11.4K- 7.45% |
$265K - $271K
|
141K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.11K+ 6.06% |
$119K - $122K
|
89.4K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-700- 6.36% |
$16.3K - $16.7K
|
10.3K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
262K+ 13.17% |
$6.1M - $6.24M
|
2.25M
$53.1M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-691- 5.59% |
$16.1K - $16.5K
|
11.7K
$276K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.2K+ 203.51% |
$1.36M - $1.39M
|
86.7K
$2.05M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16KNew |
$373K - $381K
|
16K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.26K+ 17.16% |
$99.4K - $102K
|
29.1K
$688K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.96K+ 4.2% |
$45.8K - $46.8K
|
48.6K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.3K+ 17.41% |
$707K - $723K
|
205K
$4.83M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32.3K+ 3.74% |
$753K - $770K
|
897K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-21.9K- 5.35% |
$510K - $521K
|
387K
$9.15M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
17.7KNew |
$413K - $422K
|
17.7K
$418K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
446K+ 81.01% |
$10.4M - $10.6M
|
996K
$23.5M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$541K - $553K
|
23.2K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 0.24% |
$93.3 - $95.4
|
1.68K
$39.7K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
381+ 7.15% |
$8.88K - $9.08K
|
5.71K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-491- 24.55% |
$11.5K - $11.7K
|
1.51K
$35.6K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 17.1% |
$400K - $409K
|
117K
$2.77M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
84.3K+ 49.45% |
$1.96M - $2.01M
|
255K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
2K+ 38.07% |
$46.6K - $47.7K
|
7.25K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
114New |
$2.66K - $2.72K
|
114
$2.69K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-69.4K- 18.91% |
$1.62M - $1.65M
|
298K
$7.03M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.93K- 7.06% |
$45K - $46K
|
25.4K
$600K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.23K+ 51.56% |
$122K - $125K
|
15.4K
$363K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
575KNew |
$13.4M - $13.7M
|
575K
$13.6M
|