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 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-13.9K- 31.98% |
$324K - $332K
|
29.6K
$699K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
94+ 0.7% |
$2.19K - $2.24K
|
13.5K
$320K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$38.1K - $39K
|
1.64K
$38.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
67.1KNew |
$1.57M - $1.6M
|
67.1K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
6.71K+ 61.68% |
$156K - $160K
|
17.6K
$415K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-10.2K- 27.57% |
$237K - $242K
|
26.7K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-653- 5.36% |
$15.2K - $15.6K
|
11.5K
$272K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
4.67K+ 3.88% |
$109K - $111K
|
125K
$2.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.61KNew |
$201K - $205K
|
8.61K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.2K- 6.39% |
$1.1M - $1.12M
|
691K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
229New |
$5.34K - $5.46K
|
229
$5.41K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
4.72K+ 3.08% |
$110K - $112K
|
158K
$3.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.96K- 9.24% |
$45.7K - $46.7K
|
19.2K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.4K+ 35.99% |
$289K - $295K
|
46.8K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 59.92% |
$282K - $288K
|
32.3K
$762K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
37.4KNew |
$872K - $892K
|
37.4K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-18.4K- 9.74% |
$429K - $439K
|
171K
$4.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.85K- 9.88% |
$136K - $140K
|
53.4K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.7K- 9.27% |
$273K - $279K
|
115K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.06K+ 14.32% |
$141K - $145K
|
48.4K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15K- 43.49% |
$349K - $357K
|
19.5K
$459K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-6.97K- 28.82% |
$162K - $166K
|
17.2K
$406K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.19K+ 26.28% |
$27.8K - $28.4K
|
5.72K
$135K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
409New |
$9.54K - $9.75K
|
409
$9.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.12KNew |
$26K - $26.6K
|
1.12K
$26.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17KNew |
$397K - $406K
|
17K
$402K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
180K+ 920.8% |
$4.19M - $4.28M
|
199K
$4.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-169- 45.8% |
$3.94K - $4.03K
|
200
$4.72K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25KNew |
$583K - $596K
|
25K
$590K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 14.72% |
$31.3K - $32K
|
10.5K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-189K- 19.37% |
$4.4M - $4.5M
|
786K
$18.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.17K- 1.94% |
$27.3K - $27.9K
|
59.2K
$1.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434K+ 5093.67% |
$10.1M - $10.4M
|
443K
$10.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.67K+ 24.8% |
$62.2K - $63.6K
|
13.4K
$317K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-612- 1.91% |
$14.3K - $14.6K
|
31.5K
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-33.9K- 72.02% |
$791K - $809K
|
13.2K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
67+ 0.08% |
$1.56K - $1.6K
|
82.8K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.44K- 0.25% |
$57K - $58.3K
|
959K
$22.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 10.17% |
$159K - $163K
|
60.3K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
88.1K+ 76.58% |
$2.05M - $2.1M
|
203K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
123+ 0.56% |
$2.87K - $2.93K
|
22.1K
$521K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56.7K+ 329.93% |
$1.32M - $1.35M
|
73.8K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
563+ 0.75% |
$13.1K - $13.4K
|
75.5K
$1.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.9KNew |
$813K - $831K
|
34.9K
$823K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.7K- 34.64% |
$575K - $588K
|
46.5K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 0.1% |
$10.7K - $10.9K
|
446K
$10.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-675- 1.89% |
$15.7K - $16.1K
|
35.1K
$828K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.76K- 14.57% |
$41.1K - $42K
|
10.3K
$244K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.62KNew |
$201K - $205K
|
8.62K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-76- 0.61% |
$1.77K - $1.81K
|
12.3K
$291K
|