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 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.47K+ 6.06% |
$100K - $106K
|
78.3K
$1.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200+ 39.22% |
$4.48K - $4.76K
|
710
$16.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.18K+ 1.51% |
$138K - $147K
|
415K
$9.91M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
42.7K+ 47.34% |
$956K - $1.02M
|
133K
$3.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.87K+ 6.86% |
$131K - $140K
|
91.4K
$2.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
67.8K+ 98.61% |
$1.52M - $1.61M
|
137K
$3.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47.3K+ 27.73% |
$1.06M - $1.13M
|
218K
$5.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.87K- 18.89% |
$64.2K - $68.2K
|
12.3K
$294K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
91.9K+ 11.18% |
$2.06M - $2.19M
|
914K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
255K+ 497.55% |
$5.72M - $6.08M
|
307K
$7.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
14.8K+ 6.96% |
$332K - $352K
|
228K
$5.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 3.28% |
$35.2K - $37.4K
|
49.5K
$1.18M
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.33K+ 7.02% |
$97K - $103K
|
66K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
97.3K+ 24.16% |
$2.18M - $2.32M
|
500K
$11.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.4K- 2.97% |
$53.8K - $57.2K
|
78.7K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-49.9K- 6.35% |
$1.12M - $1.19M
|
736K
$17.6M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$291 - $309
|
13
$310
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-55.5K- 1.68% |
$1.24M - $1.32M
|
3.25M
$77.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55+ 0.47% |
$1.23K - $1.31K
|
11.6K
$278K
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
718+ 6.23% |
$16.1K - $17.1K
|
12.2K
$292K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
24.5K+ 48.61% |
$549K - $583K
|
74.9K
$1.79M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
256+ 2.98% |
$5.73K - $6.09K
|
8.85K
$211K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
530New |
$11.9K - $12.6K
|
530
$12.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 19.36% |
$3M - $3.18M
|
825K
$19.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64K+ 5839.29% |
$36.6K - $38.9K
|
1.66K
$39.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
32K+ 106.67% |
$717K - $762K
|
62K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-39.9K- 3.65% |
$894K - $950K
|
1.05M
$25.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.15K+ 5.23% |
$25.6K - $27.3K
|
23K
$550K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.97K- 76.59% |
$88.9K - $94.4K
|
1.21K
$29K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-600K- 15.32% |
$13.4M - $14.3M
|
3.32M
$79.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.79M- 47.56% |
$62.4M - $66.3M
|
3.07M
$73.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.77K- 17.89% |
$129K - $137K
|
26.5K
$633K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
15.5K+ 9.55% |
$348K - $370K
|
178K
$4.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-11.1K- 1.39% |
$248K - $263K
|
788K
$18.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
229New |
$5.13K - $5.45K
|
229
$5.47K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
33.5K+ 612.89% |
$751K - $798K
|
39K
$931K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.75K+ 377.05% |
$129K - $137K
|
7.28K
$174K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 0.8% |
$1.93K - $2.05K
|
10.7K
$255K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-205K- 37.49% |
$4.59M - $4.88M
|
342K
$8.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
200KNew |
$4.47M - $4.75M
|
200K
$4.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.74KNew |
$218K - $232K
|
9.74K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50.4KNew |
$1.13M - $1.2M
|
50.4K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.46K+ 4.35% |
$55K - $58.4K
|
58.9K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.94K- 4.17% |
$111K - $118K
|
113K
$2.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 19.98% |
$25.8K - $27.4K
|
4.61K
$110K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.9KNew |
$243K - $259K
|
10.9K
$259K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
220+ 1.21% |
$4.93K - $5.24K
|
18.5K
$441K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
189+ 0.86% |
$4.23K - $4.5K
|
22.3K
$531K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
20.8K+ 3.99% |
$466K - $495K
|
541K
$12.9M
|