Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48M+ 24.98% |
$34.5M - $35.5M
|
7.41M
$176M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
900K+ 19.08% |
$21M - $21.5M
|
5.62M
$134M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
441K+ 22.35% |
$10.3M - $10.5M
|
2.41M
$57.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
374K+ 318.86% |
$8.7M - $8.94M
|
491K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
365KNew |
$8.51M - $8.74M
|
365K
$8.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
355K+ 683.56% |
$8.28M - $8.5M
|
407K
$9.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
300K+ 26.09% |
$6.98M - $7.17M
|
1.45M
$34.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
168K+ 705.69% |
$3.91M - $4.02M
|
192K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
166K+ 82.13% |
$3.86M - $3.96M
|
367K
$8.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
153KNew |
$3.57M - $3.67M
|
153K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
116K+ 13.72% |
$2.7M - $2.78M
|
961K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
108K+ 23.75% |
$2.52M - $2.58M
|
563K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
105K+ 46.8% |
$2.46M - $2.52M
|
331K
$7.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
98.7K+ 39.21% |
$2.3M - $2.36M
|
350K
$8.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91.8K+ 29.43% |
$2.14M - $2.2M
|
404K
$9.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
85.4KNew |
$1.99M - $2.04M
|
85.4K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
82.7K+ 17.72% |
$1.93M - $1.98M
|
550K
$13.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
63.3K+ 17.13% |
$1.47M - $1.51M
|
433K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.7K+ 47.88% |
$1.46M - $1.5M
|
194K
$4.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
60KNew |
$1.4M - $1.44M
|
60K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59.9K+ 212.91% |
$1.39M - $1.43M
|
88K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
56KNew |
$1.3M - $1.34M
|
56K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
55.4K+ 6.18% |
$1.29M - $1.33M
|
952K
$22.6M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
46.7KNew |
$1.09M - $1.12M
|
46.7K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.9KNew |
$999K - $1.03M
|
42.9K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.7K+ 8.61% |
$879K - $903K
|
476K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.1K+ 92.96% |
$771K - $793K
|
68.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$748K - $768K
|
32.1K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30.5K+ 184.47% |
$711K - $730K
|
47K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.9KNew |
$604K - $620K
|
25.9K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
25.9K+ 122.11% |
$603K - $620K
|
47.1K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.2K+ 22.07% |
$563K - $578K
|
134K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
23.9K+ 2.93% |
$557K - $572K
|
840K
$20M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
23.7K+ 8.03% |
$552K - $567K
|
319K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23KNew |
$536K - $550K
|
23K
$547K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
21.5K+ 17.46% |
$500K - $514K
|
144K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.5KNew |
$477K - $490K
|
20.5K
$487K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.9K+ 20.95% |
$463K - $475K
|
115K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.9K+ 277.79% |
$418K - $429K
|
24.4K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.9KNew |
$418K - $429K
|
17.9K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.1K+ 68480.0% |
$399K - $410K
|
17.1K
$408K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
17.1K+ 3.57% |
$399K - $410K
|
496K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
15.9KNew |
$371K - $381K
|
15.9K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
15K+ 17.9% |
$350K - $360K
|
99K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.7KNew |
$318K - $327K
|
13.7K
$325K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
12.6K+ 26.96% |
$293K - $301K
|
59.3K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.4KNew |
$289K - $297K
|
12.4K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 21.23% |
$278K - $286K
|
68.3K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 16.95% |
$273K - $281K
|
81K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.6K+ 6.24% |
$271K - $279K
|
198K
$4.71M
|