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 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
555+ 3.23% |
$12.4K - $13.2K
|
17.8K
$424K
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-111K- 8.19% |
$2.5M - $2.65M
|
1.25M
$29.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.15MNew |
$48.1M - $51.1M
|
2.15M
$51.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
172+ 0.05% |
$3.85K - $4.09K
|
336K
$8.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
443K+ 723.08% |
$9.92M - $10.5M
|
504K
$12M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
882+ 8.42% |
$19.8K - $21K
|
11.4K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
648K+ 154.29% |
$14.5M - $15.4M
|
1.07M
$25.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
39.7K+ 87.45% |
$888K - $944K
|
85K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39+ 0.34% |
$874 - $928
|
11.6K
$277K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.3K+ 7.99% |
$456K - $484K
|
275K
$6.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5.64K+ 3.41% |
$126K - $134K
|
171K
$4.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
222KNew |
$4.98M - $5.29M
|
222K
$5.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.7K+ 33.19% |
$621K - $660K
|
111K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.98K+ 33.28% |
$111K - $118K
|
19.9K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.46K- 22.16% |
$99.9K - $106K
|
15.7K
$374K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
135New |
$3.02K - $3.21K
|
135
$3.22K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-817- 4.32% |
$18.3K - $19.4K
|
18.1K
$432K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.8K+ 38.5% |
$600K - $638K
|
96.4K
$2.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.4K+ 87.9% |
$726K - $771K
|
69.3K
$1.65M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.4KNew |
$726K - $771K
|
32.4K
$773K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-380K- 21.69% |
$8.51M - $9.04M
|
1.37M
$32.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.09K- 1.74% |
$114K - $121K
|
288K
$6.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.28K- 0.63% |
$28.8K - $30.6K
|
203K
$4.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.4K+ 45.76% |
$725K - $771K
|
103K
$2.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-403K- 80.21% |
$9.02M - $9.58M
|
99.3K
$2.37M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-17.5K- 5.96% |
$392K - $416K
|
276K
$6.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32+ 0.26% |
$717 - $762
|
12.4K
$295K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.1KNew |
$339K - $360K
|
15.1K
$361K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 10.39% |
$22.4K - $23.8K
|
10.6K
$254K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-295- 2.29% |
$6.61K - $7.02K
|
12.6K
$301K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20K+ 36.72% |
$447K - $475K
|
74.3K
$1.77M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.24K- 5.95% |
$50.2K - $53.3K
|
35.4K
$845K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
14.9K+ 20.29% |
$334K - $355K
|
88.4K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.14K+ 22.17% |
$47.9K - $50.9K
|
11.8K
$281K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
26+ 0.77% |
$582 - $619
|
3.4K
$81.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-78.5K- 87.82% |
$1.76M - $1.87M
|
10.9K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6+ 0.04% |
$134 - $143
|
17.1K
$408K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 11.83% |
$311K - $330K
|
131K
$3.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-307- 21.7% |
$6.88K - $7.31K
|
1.11K
$26.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-15.1K- 4.32% |
$337K - $358K
|
333K
$7.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
32K+ 106.67% |
$717K - $762K
|
62K
$1.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19.9K+ 33.22% |
$446K - $474K
|
79.9K
$1.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.9K+ 11.08% |
$693K - $736K
|
310K
$7.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-15.7K- 24.7% |
$353K - $375K
|
48K
$1.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$1.81K - $1.93K
|
81
$1.93K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-309K- 32.24% |
$6.93M - $7.36M
|
650K
$15.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.75K- 2.39% |
$106K - $113K
|
194K
$4.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
76.2KNew |
$1.71M - $1.81M
|
76.2K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
525+ 5.44% |
$11.8K - $12.5K
|
10.2K
$243K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
573+ 0.13% |
$12.8K - $13.6K
|
446K
$10.7M
|