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 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
232K+ 1616.28% |
$5.47M - $5.56M
|
247K
$5.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
586+ 3.24% |
$13.8K - $14K
|
18.7K
$441K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.61K+ 10.34% |
$85K - $86.6K
|
38.5K
$909K
|
|
|
Nov 07, 2025
Q3 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
10.9KNew |
$256K - $261K
|
10.9K
$257K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.23K- 36.2% |
$29K - $29.5K
|
2.17K
$51.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.03MNew |
$71.2M - $72.5M
|
3.03M
$71.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.8KNew |
$255K - $260K
|
10.8K
$256K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$241K - $246K
|
10.2K
$242K
|
|
|
Nov 06, 2025
Q3 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-10.5K- 47.9% |
$248K - $253K
|
11.5K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
20.3K+ 5.94% |
$478K - $487K
|
362K
$8.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
7.06K+ 1.02% |
$166K - $169K
|
701K
$16.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-21K- 1.82% |
$494K - $503K
|
1.13M
$26.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
28.7KNew |
$674K - $687K
|
28.7K
$676K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.36K+ 3.95% |
$31.9K - $32.5K
|
35.7K
$842K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
228KNew |
$5.36M - $5.45M
|
228K
$5.37M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
144K+ 15.7% |
$3.38M - $3.44M
|
1.06M
$24.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-71.4K- 23.29% |
$1.68M - $1.71M
|
235K
$5.55M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.74K+ 61.07% |
$135K - $137K
|
15.1K
$357K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.3K+ 188.54% |
$1.35M - $1.37M
|
87.6K
$2.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
47.5K+ 23.79% |
$1.12M - $1.14M
|
247K
$5.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
9+ 0.09% |
$212 - $216
|
10.1K
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68K- 94.17% |
$1.6M - $1.63M
|
4.2K
$99.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
522+ 4.32% |
$12.3K - $12.5K
|
12.6K
$297K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.2K+ 4.58% |
$51.8K - $52.7K
|
50.2K
$1.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
4.87K+ 14.9% |
$115K - $117K
|
37.5K
$885K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
14.4K+ 2324.84% |
$339K - $346K
|
15K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96+ 0.83% |
$2.26K - $2.3K
|
11.7K
$276K
|
|
|
Nov 05, 2025
Q3 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
84.6K+ 4.93% |
$1.99M - $2.03M
|
1.8M
$42.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
358+ 3.99% |
$8.43K - $8.58K
|
9.33K
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.46K- 26.12% |
$105K - $107K
|
12.6K
$298K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
53.4K+ 15.19% |
$1.26M - $1.28M
|
405K
$9.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
22.1K+ 6.63% |
$520K - $529K
|
355K
$8.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
804New |
$18.9K - $19.3K
|
804
$19K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.44K+ 1.7% |
$33.8K - $34.4K
|
86.1K
$2.03M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
197New |
$4.64K - $4.72K
|
197
$4.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.52K+ 2.77% |
$82.8K - $84.4K
|
130K
$3.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 0.61% |
$3.79K - $3.86K
|
26.7K
$629K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14K- 9.92% |
$329K - $335K
|
127K
$2.99M
|
|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-154- 0.18% |
$3.63K - $3.69K
|
84K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
197+ 1.26% |
$4.64K - $4.72K
|
15.9K
$374K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
132+ 46.15% |
$3.11K - $3.16K
|
418
$9.86K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
385+ 0.33% |
$9.06K - $9.23K
|
119K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.41K+ 1.82% |
$33.1K - $33.7K
|
78.8K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.3K+ 5.8% |
$242K - $246K
|
187K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.41K+ 10.64% |
$221K - $225K
|
97.8K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.06M- 49.28% |
$24.9M - $25.3M
|
1.09M
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.5K+ 9.12% |
$437K - $445K
|
222K
$5.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
6.33K+ 23.21% |
$149K - $152K
|
33.6K
$793K
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
5.65K+ 1.46% |
$133K - $135K
|
394K
$9.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
633+ 89.15% |
$14.9K - $15.2K
|
1.34K
$31.7K
|
|