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 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27New |
$630 - $644
|
27
$638
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.79K+ 5.21% |
$65.2K - $66.6K
|
56.4K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.01M- 52.86% |
$46.9M - $48M
|
1.8M
$42.4M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4K+ 16.64% |
$335K - $342K
|
101K
$2.38M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-40.7K- 4.85% |
$949K - $971K
|
799K
$18.9M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
753New |
$17.6K - $18K
|
753
$17.8K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-173- 13.59% |
$4.03K - $4.12K
|
1.1K
$26K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
30.3K+ 50.48% |
$706K - $721K
|
90.2K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-30K- 50.0% |
$700K - $715K
|
30K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
29KNew |
$676K - $692K
|
29K
$685K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.2K- 4.42% |
$471K - $482K
|
438K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
34.6K+ 100.99% |
$806K - $824K
|
68.8K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 1.4% |
$140 - $143
|
423
$9.99K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
7K+ 62.32% |
$163K - $167K
|
18.2K
$431K
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
61.8K+ 59.57% |
$1.44M - $1.47M
|
166K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-411- 4.56% |
$9.58K - $9.8K
|
8.59K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.56K- 34.08% |
$153K - $156K
|
12.7K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1K+ 1.82% |
$23.4K - $23.9K
|
55.9K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
164K+ 45.3% |
$3.82M - $3.91M
|
525K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
430+ 11.71% |
$10K - $10.3K
|
4.1K
$96.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
240K+ 4.82% |
$5.6M - $5.72M
|
5.22M
$123M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
68.1K+ 646.34% |
$1.59M - $1.62M
|
78.6K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
640+ 5.15% |
$14.9K - $15.3K
|
13.1K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
32.3K+ 12.41% |
$754K - $770K
|
293K
$6.91M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 5.41% |
$26.8K - $27.4K
|
22.4K
$528K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-4.55K- 6.9% |
$106K - $108K
|
61.4K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-249- 1.3% |
$5.81K - $5.94K
|
18.9K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.77K+ 1.92% |
$41.2K - $42.1K
|
93.7K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
464New |
$10.8K - $11.1K
|
464
$11K
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-8.14M- 95.73% |
$190M - $194M
|
363K
$8.58M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.7K- 23.55% |
$600K - $613K
|
83.5K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-521K- 97.21% |
$12.1M - $12.4M
|
14.9K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Sam Advisors, LLC
|
BUY
|
- |
619KNew |
$14.4M - $14.7M
|
619K
$14.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
660K+ 12.98% |
$15.4M - $15.7M
|
5.75M
$136M
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
108K+ 20.8% |
$2.51M - $2.57M
|
625K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-5.49K- 24.33% |
$128K - $131K
|
17.1K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
151New |
$3.52K - $3.6K
|
151
$3.57K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
435New |
$10.1K - $10.4K
|
435
$10.3K
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
4.67M+ 362.52% |
$109M - $111M
|
5.95M
$141M
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.9K+ 3.85% |
$254K - $259K
|
294K
$6.93M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 4.56% |
$284K - $290K
|
279K
$6.6M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-84- 17.87% |
$1.96K - $2K
|
386
$9.12K
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
498K+ 111.64% |
$11.6M - $11.9M
|
944K
$22.3M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.14% |
$350 - $358
|
10.9K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.27K+ 1.08% |
$29.6K - $30.3K
|
119K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$273K - $279K
|
11.7K
$276K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-27.7K- 37.3% |
$645K - $659K
|
46.5K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14K+ 28.14% |
$326K - $334K
|
63.7K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
290+ 3.19% |
$6.76K - $6.91K
|
9.39K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-5.81K- 18.46% |
$136K - $139K
|
25.7K
$606K
|