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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11.6KNew |
$270K - $276K
|
11.6K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
11.6K+ 184.69% |
$270K - $276K
|
17.8K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.3KNew |
$264K - $269K
|
11.3K
$267K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
10.9K+ 3.85% |
$254K - $259K
|
294K
$6.93M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.6KNew |
$248K - $253K
|
10.6K
$251K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.67K+ 1.95% |
$225K - $230K
|
506K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.88K+ 1.31% |
$207K - $212K
|
684K
$16.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.67K+ 3.06% |
$202K - $207K
|
292K
$6.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.62KNew |
$201K - $205K
|
8.62K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.61KNew |
$201K - $205K
|
8.61K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
8.3K+ 15.22% |
$193K - $198K
|
62.8K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8.07K+ 7079.82% |
$188K - $192K
|
8.19K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
BUY
|
- |
7.31K+ 85.44% |
$170K - $174K
|
15.9K
$375K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
7K+ 62.32% |
$163K - $167K
|
18.2K
$431K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.74K+ 2.3% |
$157K - $161K
|
300K
$7.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
6.71K+ 61.68% |
$156K - $160K
|
17.6K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.62K+ 14.08% |
$154K - $158K
|
53.7K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.61K+ 71.16% |
$154K - $158K
|
15.9K
$376K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
6.45K+ 12.75% |
$150K - $154K
|
57K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
6.4KNew |
$149K - $153K
|
6.4K
$151K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.17K+ 68.63% |
$144K - $147K
|
15.2K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.06K+ 13.4% |
$141K - $145K
|
51.3K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.06K+ 14.32% |
$141K - $145K
|
48.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5.95K+ 37.33% |
$139K - $142K
|
21.9K
$517K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.58K+ 2.69% |
$130K - $133K
|
213K
$5.03M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
5.48K+ 5.01% |
$128K - $131K
|
115K
$2.71M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
5.42K+ 3.75% |
$126K - $129K
|
150K
$3.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.4K+ 4.96% |
$126K - $129K
|
114K
$2.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.36K+ 3.64% |
$125K - $128K
|
152K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.33K+ 9.75% |
$124K - $127K
|
60K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.23K+ 51.56% |
$122K - $125K
|
15.4K
$363K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.18KNew |
$121K - $124K
|
5.18K
$122K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.11K+ 6.06% |
$119K - $122K
|
89.4K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.11K+ 9.02% |
$119K - $122K
|
61.7K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
5.1KNew |
$119K - $122K
|
5.1K
$121K
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
5.03K+ 2.54% |
$117K - $120K
|
203K
$4.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
5.01KNew |
$117K - $119K
|
5.01K
$118K
|
|
|
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
|
Appleton Partners Inc
|
BUY
|
- |
4.67K+ 3.88% |
$109K - $111K
|
125K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
4.59K+ 7.43% |
$107K - $109K
|
66.3K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.57K+ 34.83% |
$107K - $109K
|
17.7K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
4.53KNew |
$106K - $108K
|
4.53K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
4.5KNew |
$105K - $107K
|
4.5K
$106K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.32K+ 10.31% |
$101K - $103K
|
46.3K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.26K+ 17.16% |
$99.4K - $102K
|
29.1K
$688K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.15K+ 2.1% |
$96.7K - $98.8K
|
201K
$4.76M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
4.08K+ 292.11% |
$95K - $97.1K
|
5.47K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3.99KNew |
$93K - $95.1K
|
3.99K
$94.2K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.7K+ 8.74% |
$86.3K - $88.2K
|
46K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.67K+ 3.2% |
$85.6K - $87.5K
|
118K
$2.79M
|