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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
138K+ 222.58% |
$3.25M - $3.31M
|
200K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.79% |
$518 - $527
|
1.25K
$29.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.9K+ 4.49% |
$304K - $310K
|
301K
$7.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-11.9K- 18.3% |
$279K - $284K
|
52.9K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 44.28% |
$111K - $113K
|
15.3K
$362K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
94.7K+ 33.66% |
$2.23M - $2.27M
|
376K
$8.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
68.7K+ 107.13% |
$1.62M - $1.65M
|
133K
$3.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
9+ 1.76% |
$212 - $216
|
520
$12.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.93K- 8.77% |
$69K - $70.2K
|
30.5K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 9.0% |
$2.9K - $2.95K
|
1.24K
$29.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 19.23% |
$29.7M - $30.3M
|
7.84M
$185M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10K- 3.1% |
$235K - $240K
|
313K
$7.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.39% |
$942 - $959
|
10.2K
$241K
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
846+ 15.64% |
$19.9K - $20.3K
|
6.26K
$148K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
17.8K+ 24.29% |
$419K - $426K
|
91K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
16.9K+ 891.73% |
$399K - $406K
|
18.8K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
192K+ 5.92% |
$4.53M - $4.61M
|
3.44M
$81.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.81K+ 0.5% |
$42.6K - $43.4K
|
365K
$8.61M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-3.71K- 0.83% |
$87.3K - $88.9K
|
443K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11.7KNew |
$276K - $281K
|
11.7K
$276K
|
|
|
Nov 12, 2025
Q3 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
41K+ 398.3% |
$966K - $983K
|
51.3K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7+ 0.19% |
$165 - $168
|
3.79K
$89.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.18K+ 2.19% |
$51.2K - $52.1K
|
102K
$2.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
1.46K+ 4.73% |
$34.3K - $34.9K
|
32.2K
$760K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
80.9KNew |
$1.9M - $1.94M
|
80.9K
$1.91M
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.3K+ 1.35% |
$30.7K - $31.3K
|
97.6K
$2.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.1K+ 9.42% |
$25.8K - $26.3K
|
12.7K
$301K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-3.59K- 2.47% |
$84.5K - $86.1K
|
142K
$3.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
4.39K+ 3.67% |
$103K - $105K
|
124K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17.9K- 3.55% |
$422K - $429K
|
486K
$11.5M
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.18K+ 8.79% |
$27.8K - $28.3K
|
14.6K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
44.8K+ 8.95% |
$1.06M - $1.07M
|
546K
$12.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-1.01M- 24.12% |
$23.7M - $24.2M
|
3.17M
$74.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
494K+ 9.54% |
$11.6M - $11.8M
|
5.67M
$134M
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
355KNew |
$8.36M - $8.51M
|
355K
$8.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
65.8K+ 35.06% |
$1.55M - $1.58M
|
253K
$5.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.2K+ 10.06% |
$263K - $267K
|
122K
$2.88M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-2.2K- 31.85% |
$51.7K - $52.6K
|
4.7K
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.96K- 27.46% |
$46.2K - $47.1K
|
5.19K
$122K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.45K+ 28.18% |
$34.1K - $34.7K
|
6.58K
$155K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
15.1KNew |
$355K - $361K
|
15.1K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 108.9% |
$15.8M - $16.1M
|
1.29M
$30.4M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
100K+ 3.01% |
$2.35M - $2.4M
|
3.42M
$80.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
47.9K+ 60.01% |
$1.13M - $1.15M
|
128K
$3.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
648+ 5.29% |
$15.3K - $15.5K
|
12.9K
$304K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 9.85% |
$637K - $649K
|
302K
$7.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
144K+ 8.0% |
$3.4M - $3.46M
|
1.95M
$46M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.74K+ 79.45% |
$206K - $210K
|
19.7K
$466K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.78K- 1.08% |
$65.5K - $66.7K
|
254K
$6M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-415- 0.45% |
$9.77K - $9.95K
|
91K
$2.15M
|
|