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 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
153K+ 116.58% |
$3.6M - $3.67M
|
284K
$6.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
23.6K+ 5.37% |
$555K - $565K
|
463K
$10.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
7.47K+ 4.47% |
$176K - $179K
|
175K
$4.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-14.1K- 42.4% |
$332K - $338K
|
19.1K
$451K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
590+ 3.53% |
$13.9K - $14.1K
|
17.3K
$408K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-736- 2.08% |
$17.3K - $17.6K
|
34.6K
$816K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
83.5KNew |
$1.97M - $2M
|
83.5K
$1.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
70.3K+ 650.29% |
$1.65M - $1.68M
|
81.1K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-187K- 91.0% |
$4.41M - $4.49M
|
18.5K
$437K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.16K+ 41.71% |
$121K - $124K
|
17.5K
$413K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
628+ 22.81% |
$14.8K - $15.1K
|
3.38K
$79.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
421+ 0.9% |
$9.91K - $10.1K
|
47.2K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.9K+ 42.7% |
$445K - $453K
|
63.1K
$1.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$2.35K - $2.4K
|
100
$2.36K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
256New |
$6.03K - $6.14K
|
256
$6.04K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
8K+ 400000.0% |
$188K - $192K
|
8K
$189K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.4K+ 20.76% |
$598K - $609K
|
148K
$3.48M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.44K- 6.57% |
$175K - $178K
|
106K
$2.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
85K+ 100.0% |
$2M - $2.04M
|
170K
$4.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.48K+ 10.43% |
$152K - $155K
|
68.6K
$1.62M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
9.79K+ 4.89% |
$230K - $235K
|
210K
$4.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
184KNew |
$4.33M - $4.41M
|
184K
$4.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.66K+ 5.42% |
$204K - $207K
|
168K
$3.97M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-141K- 10.51% |
$3.32M - $3.38M
|
1.2M
$28.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-6.75M- 64.28% |
$159M - $162M
|
3.75M
$88.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.12K+ 3.34% |
$73.5K - $74.8K
|
96.7K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.24K+ 43.04% |
$52.7K - $53.6K
|
7.44K
$175K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
251K+ 54.45% |
$5.92M - $6.03M
|
713K
$16.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
664+ 0.41% |
$15.6K - $15.9K
|
164K
$3.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-377- 4.13% |
$8.87K - $9.04K
|
8.74K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Flc Capital Advisors
|
SELL
|
- |
-673- 4.65% |
$15.8K - $16.1K
|
13.8K
$325K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.83K+ 7.78% |
$137K - $140K
|
80.8K
$1.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$1.04K - $1.05K
|
44
$1.04K
|
|
|
Oct 16, 2025
Q3 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
10.6K+ 8.73% |
$249K - $253K
|
132K
$3.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
144KNew |
$3.39M - $3.46M
|
144K
$3.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.93K- 0.37% |
$68.9K - $70.1K
|
785K
$18.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-187- 29.31% |
$4.4K - $4.48K
|
451
$10.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.8K+ 2.37% |
$42.3K - $43.1K
|
77.6K
$1.83M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.2KNew |
$334K - $340K
|
14.2K
$334K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
BUY
|
- |
127K+ 197.29% |
$2.99M - $3.05M
|
192K
$4.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-430- 3.95% |
$10.1K - $10.3K
|
10.5K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
21K+ 170.47% |
$494K - $503K
|
33.3K
$785K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-26.2K- 23.07% |
$616K - $627K
|
87.2K
$2.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
14.3K+ 1.37% |
$335K - $342K
|
1.05M
$24.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-2.78K- 19.75% |
$65.5K - $66.7K
|
11.3K
$267K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
21K+ 1.85% |
$495K - $504K
|
1.16M
$27.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-672- 1.44% |
$15.8K - $16.1K
|
45.9K
$1.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.64KNew |
$203K - $207K
|
8.64K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.37MNew |
$32.4M - $32.9M
|
1.37M
$32.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
12.2K+ 7.82% |
$287K - $292K
|
168K
$3.96M
|
|