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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.8K- 21.17% |
$981K - $1.04M
|
163K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 4.49% |
$83.2K - $88.4K
|
86.5K
$2.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
316+ 0.9% |
$7.08K - $7.52K
|
35.4K
$844K
|
|
|
Jul 14, 2025
Q2 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
10.1KNew |
$226K - $241K
|
10.1K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-134- 0.99% |
$3K - $3.19K
|
13.4K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.24K+ 4.29% |
$72.5K - $77K
|
78.8K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13K+ 11.37% |
$291K - $309K
|
127K
$3.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-39.8K- 46.77% |
$893K - $948K
|
45.3K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.3K- 32.06% |
$96.4K - $102K
|
9.12K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21+ 0.07% |
$470 - $500
|
29K
$691K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-674- 4.57% |
$15.1K - $16K
|
14.1K
$336K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.86K+ 2.24% |
$64K - $68K
|
130K
$3.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501K+ 58.38% |
$11.2M - $11.9M
|
1.36M
$32.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.49K+ 11.3% |
$101K - $107K
|
44.3K
$1.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 19.85% |
$53.3K - $56.6K
|
14.4K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
70.8K+ 279.71% |
$1.59M - $1.69M
|
96.2K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.54K+ 2.38% |
$124K - $132K
|
238K
$5.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.16K+ 0.4% |
$93.1K - $98.9K
|
1.04M
$24.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
27.7K+ 19.83% |
$620K - $659K
|
167K
$3.99M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.28K+ 3.16% |
$28.7K - $30.5K
|
41.8K
$998K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
14.2K+ 8.74% |
$319K - $339K
|
177K
$4.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.95KNew |
$43.6K - $46.3K
|
1.95K
$46.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.52K- 1.72% |
$34K - $36.2K
|
86.7K
$2.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-677- 2.5% |
$15.2K - $16.1K
|
26.4K
$629K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.26K+ 5.11% |
$50.7K - $53.9K
|
46.6K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-9.89K- 21.88% |
$222K - $235K
|
35.3K
$843K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-174- 0.39% |
$3.9K - $4.14K
|
44.1K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
98.8KNew |
$2.21M - $2.35M
|
98.8K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.2K+ 346.68% |
$878K - $933K
|
50.5K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.3K- 29.33% |
$410K - $436K
|
44.1K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-42- 0.29% |
$941 - $1K
|
14.5K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-15.9K- 60.76% |
$356K - $378K
|
10.3K
$245K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
215K+ 87.49% |
$4.83M - $5.13M
|
462K
$11M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122K+ 1133.62% |
$2.74M - $2.91M
|
133K
$3.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.24K+ 34.34% |
$117K - $125K
|
20.5K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
17.4KNew |
$390K - $414K
|
17.4K
$415K
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
32.7KNew |
$732K - $777K
|
32.7K
$780K
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4.91K+ 4.92% |
$110K - $117K
|
105K
$2.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.23KNew |
$27.6K - $29.3K
|
1.23K
$29.4K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.39K+ 3.59% |
$121K - $128K
|
156K
$3.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 99.33% |
$23.2K - $24.7K
|
7
$167
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
291+ 0.17% |
$6.52K - $6.93K
|
172K
$4.1M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
422KNew |
$9.83M - $10M
|
422K
$10.1M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.34K+ 47.46% |
$31.2K - $31.9K
|
4.15K
$99.1K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24.9K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-16.4K- 5.08% |
$383K - $391K
|
307K
$7.33M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
106KNew |
$2.47M - $2.53M
|
106K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.09% |
$583 - $596
|
26.8K
$639K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-36.2K- 92.75% |
$845K - $864K
|
2.84K
$67.7K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-938- 4.75% |
$21.9K - $22.4K
|
18.8K
$449K
|
|