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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
9.63KNew |
$227K - $231K
|
9.63K
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
454+ 1.54% |
$10.7K - $10.9K
|
29.9K
$706K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-6.37K- 15.25% |
$150K - $153K
|
35.4K
$835K
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-834K- 66.74% |
$19.6M - $20M
|
416K
$9.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
38.4K+ 189.85% |
$903K - $919K
|
58.6K
$1.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.7K+ 6.18% |
$346K - $353K
|
253K
$5.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-7.82K- 1.21% |
$184K - $187K
|
640K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
47.9K+ 207.7% |
$1.13M - $1.15M
|
70.9K
$1.67M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-475- 1.14% |
$11.2K - $11.4K
|
41.3K
$975K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
224+ 1.53% |
$5.27K - $5.37K
|
14.9K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116New |
$2.73K - $2.78K
|
116
$2.74K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
137K+ 100.63% |
$3.24M - $3.29M
|
274K
$6.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79+ 10.49% |
$1.86K - $1.89K
|
832
$19.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-14.7K- 3.53% |
$345K - $351K
|
401K
$9.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.2K+ 88.61% |
$263K - $268K
|
23.8K
$561K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.21K+ 6.57% |
$28.6K - $29.1K
|
19.7K
$464K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-59.9K- 65.23% |
$1.41M - $1.44M
|
32K
$754K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20+ 0.07% |
$471 - $479
|
29K
$684K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 4.88% |
$282 - $288
|
258
$6.09K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434+ 3.26% |
$10.2K - $10.4K
|
13.8K
$325K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 14.29% |
$23.5 - $24
|
8
$189
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
186K+ 2.65% |
$4.38M - $4.46M
|
7.2M
$170M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.1K+ 3.34% |
$425K - $433K
|
559K
$13.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
99.4K+ 378.56% |
$2.34M - $2.38M
|
126K
$2.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
BUY
|
- |
179+ 0.42% |
$4.21K - $4.29K
|
42.3K
$998K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.04K+ 10.26% |
$142K - $145K
|
64.9K
$1.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11.6K- 33.42% |
$274K - $279K
|
23.2K
$547K
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
13.9K+ 23.75% |
$328K - $333K
|
72.5K
$1.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
42.8K+ 52.91% |
$1.01M - $1.03M
|
124K
$2.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.93K+ 9.89% |
$69K - $70.2K
|
32.5K
$768K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
5.48K+ 2.67% |
$129K - $131K
|
211K
$4.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
570+ 2.0% |
$13.4K - $13.7K
|
29.1K
$686K
|
|
|
Oct 24, 2025
Q3 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
186+ 0.84% |
$4.38K - $4.46K
|
22.4K
$529K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-209- 1.36% |
$4.92K - $5.01K
|
15.1K
$357K
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-909- 0.6% |
$21.4K - $21.8K
|
150K
$3.54M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
239K+ 24.23% |
$5.63M - $5.73M
|
1.23M
$28.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
60.8K+ 10.5% |
$1.43M - $1.46M
|
640K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
174KNew |
$4.1M - $4.17M
|
174K
$4.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.67K+ 69.84% |
$39.2K - $39.9K
|
4.05K
$95.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
6.32KNew |
$149K - $151K
|
6.32K
$149K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
159+ 1.63% |
$3.74K - $3.81K
|
9.9K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-7.22K- 37.59% |
$170K - $173K
|
12K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
88.1K+ 8.66% |
$2.07M - $2.11M
|
1.11M
$26.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
415KNew |
$9.78M - $9.96M
|
415K
$9.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.7K+ 19.27% |
$275K - $280K
|
72.3K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.2K+ 239.11% |
$592K - $603K
|
35.7K
$842K
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
4.61KNew |
$108K - $110K
|
4.61K
$109K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
265+ 473.21% |
$6.24K - $6.35K
|
321
$7.57K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.6KNew |
$320K - $326K
|
13.6K
$321K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-8.26K- 25.53% |
$194K - $198K
|
24.1K
$568K
|
|