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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135New |
$3.15K - $3.22K
|
135
$3.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
210+ 1.48% |
$4.9K - $5.01K
|
14.4K
$339K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
95.7K+ 28.91% |
$2.23M - $2.28M
|
426K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.4K+ 13.71% |
$32.6K - $33.3K
|
11.6K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-30K- 50.0% |
$700K - $715K
|
30K
$709K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.67K+ 3.2% |
$85.6K - $87.5K
|
118K
$2.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-22.5K- 4.72% |
$524K - $536K
|
453K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.49K+ 17.01% |
$34.7K - $35.4K
|
10.2K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.32K+ 5.21% |
$30.9K - $31.5K
|
26.7K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
178K+ 32.3% |
$4.14M - $4.23M
|
727K
$17.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.17K+ 68.63% |
$144K - $147K
|
15.2K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.01KNew |
$117K - $119K
|
5.01K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
779+ 2.01% |
$18.2K - $18.6K
|
39.4K
$932K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
197New |
$4.59K - $4.7K
|
197
$4.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.47KNew |
$34.3K - $35.1K
|
1.47K
$34.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.15K+ 2.1% |
$96.7K - $98.8K
|
201K
$4.76M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.62M+ 161.81% |
$84.4M - $86.3M
|
5.86M
$138M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 2.44% |
$560 - $572
|
1.01K
$23.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.3KNew |
$264K - $269K
|
11.3K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11.6KNew |
$270K - $276K
|
11.6K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.53KNew |
$106K - $108K
|
4.53K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.28K- 17.75% |
$53.2K - $54.4K
|
10.6K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
622+ 4.1% |
$14.5K - $14.8K
|
15.8K
$373K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
36.5K+ 74.87% |
$851K - $869K
|
85.2K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.1M- 95.69% |
$49M - $50.1M
|
94.6K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
197K+ 56.1% |
$4.58M - $4.69M
|
547K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26.1K+ 135.13% |
$608K - $621K
|
45.4K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9K+ 4.34% |
$487K - $498K
|
502K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3K+ 25.06% |
$310K - $317K
|
66.3K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.17K+ 103.38% |
$50.7K - $51.8K
|
4.28K
$101K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.1KNew |
$119K - $122K
|
5.1K
$121K
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.48K+ 5.01% |
$128K - $131K
|
115K
$2.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
92.4K+ 5.8% |
$2.16M - $2.2M
|
1.68M
$39.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 0.69% |
$1.14K - $1.17K
|
7.16K
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
579K+ 82.81% |
$13.5M - $13.8M
|
1.28M
$30.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
29.4K+ 5.99% |
$686K - $701K
|
520K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
191KNew |
$4.45M - $4.54M
|
191K
$4.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
4.5KNew |
$105K - $107K
|
4.5K
$106K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.42K- 50.0% |
$33K - $33.7K
|
1.42K
$33.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
2.32K+ 2.78% |
$54K - $55.2K
|
85.5K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
25.2K+ 52.2% |
$588K - $601K
|
73.5K
$1.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 6.79% |
$307K - $314K
|
207K
$4.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
513+ 1.08% |
$12K - $12.2K
|
47.9K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-589- 2.84% |
$13.7K - $14K
|
20.1K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.08M+ 41.53% |
$71.8M - $73.4M
|
10.5M
$248M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-400- 2.04% |
$9.33K - $9.54K
|
19.2K
$454K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.4K+ 72.09% |
$288K - $295K
|
29.5K
$697K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
113+ 0.9% |
$2.64K - $2.69K
|
12.7K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$248K - $253K
|
10.6K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
442+ 0.6% |
$10.3K - $10.5K
|
73.7K
$1.74M
|