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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
32.4K+ 1343.08% |
$756K - $773K
|
34.8K
$823K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
32.3K+ 12.41% |
$754K - $770K
|
293K
$6.91M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
32.3K+ 3.74% |
$753K - $770K
|
897K
$21.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.3K+ 177.9% |
$753K - $770K
|
50.4K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
31.7K+ 126.37% |
$738K - $755K
|
56.7K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.6K+ 47.11% |
$737K - $754K
|
98.7K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.6K+ 15.79% |
$715K - $731K
|
225K
$5.31M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.4K+ 10.41% |
$709K - $725K
|
323K
$7.62M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.3K+ 17.41% |
$707K - $723K
|
205K
$4.83M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
30.3K+ 50.48% |
$706K - $721K
|
90.2K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
29.4K+ 5.99% |
$686K - $701K
|
520K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
29KNew |
$676K - $692K
|
29K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
28.8K+ 50.89% |
$672K - $687K
|
85.5K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
27.5K+ 61.75% |
$642K - $656K
|
72.1K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
27.4KNew |
$639K - $653K
|
27.4K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
26.1K+ 135.13% |
$608K - $621K
|
45.4K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
25.2K+ 52.2% |
$588K - $601K
|
73.5K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25KNew |
$583K - $596K
|
25K
$590K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
24.9K+ 7.69% |
$580K - $593K
|
348K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24K+ 0.15% |
$560K - $572K
|
15.9M
$376M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.2KNew |
$541K - $553K
|
23.2K
$548K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
22.6K+ 23.66% |
$528K - $539K
|
118K
$2.79M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
22.4KNew |
$522K - $534K
|
22.4K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 31.89% |
$505K - $517K
|
89.6K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.1K+ 47.78% |
$492K - $503K
|
65.3K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
21K+ 35.35% |
$489K - $500K
|
80.2K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
20.9K+ 4.34% |
$487K - $498K
|
502K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
18.1K+ 2.73% |
$423K - $432K
|
682K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
17.7KNew |
$413K - $422K
|
17.7K
$418K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.1K+ 17.1% |
$400K - $409K
|
117K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17KNew |
$397K - $406K
|
17K
$402K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
16.9K+ 5.29% |
$393K - $402K
|
336K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
16.2K+ 4.35% |
$378K - $387K
|
390K
$9.2M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16KNew |
$373K - $381K
|
16K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.3K+ 5.28% |
$358K - $366K
|
306K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.9KNew |
$348K - $356K
|
14.9K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
14.4K+ 16.64% |
$335K - $342K
|
101K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14KNew |
$328K - $335K
|
14K
$332K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
14K+ 28.14% |
$326K - $334K
|
63.7K
$1.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.3K+ 25.06% |
$310K - $317K
|
66.3K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.2K+ 6.79% |
$307K - $314K
|
207K
$4.89M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.5K+ 52.96% |
$292K - $299K
|
36.2K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.5K+ 9.35% |
$291K - $298K
|
146K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.4K+ 35.99% |
$289K - $295K
|
46.8K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.4K+ 72.09% |
$288K - $295K
|
29.5K
$697K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
12.3KNew |
$287K - $293K
|
12.3K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
12.2K+ 4.56% |
$284K - $290K
|
279K
$6.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.1K+ 59.92% |
$282K - $288K
|
32.3K
$762K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.9K+ 20.64% |
$278K - $284K
|
69.6K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
11.7KNew |
$273K - $279K
|
11.7K
$276K
|