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 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$11.7K - $11.9K
|
500
$11.8K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
464New |
$10.8K - $11.1K
|
464
$11K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 0.1% |
$10.7K - $10.9K
|
446K
$10.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
442+ 0.6% |
$10.3K - $10.5K
|
73.7K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
435New |
$10.1K - $10.4K
|
435
$10.3K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
430+ 11.71% |
$10K - $10.3K
|
4.1K
$96.9K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
415+ 1.67% |
$9.68K - $9.89K
|
25.2K
$596K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
409New |
$9.54K - $9.75K
|
409
$9.66K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
381+ 7.15% |
$8.88K - $9.08K
|
5.71K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
378+ 0.89% |
$8.81K - $9.01K
|
42.7K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
355+ 9.33% |
$8.28K - $8.46K
|
4.16K
$98.3K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
294+ 0.8% |
$6.86K - $7.01K
|
37.1K
$875K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
290+ 3.19% |
$6.76K - $6.91K
|
9.39K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
229New |
$5.34K - $5.46K
|
229
$5.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
210+ 1.48% |
$4.9K - $5.01K
|
14.4K
$339K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
200+ 2.12% |
$4.66K - $4.77K
|
9.63K
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
197New |
$4.59K - $4.7K
|
197
$4.65K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
183+ 1.84% |
$4.27K - $4.36K
|
10.2K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
182New |
$4.24K - $4.34K
|
182
$4.3K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
151New |
$3.52K - $3.6K
|
151
$3.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135New |
$3.15K - $3.22K
|
135
$3.19K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
123+ 0.56% |
$2.87K - $2.93K
|
22.1K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
114New |
$2.66K - $2.72K
|
114
$2.69K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
113+ 0.9% |
$2.64K - $2.69K
|
12.7K
$300K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
94+ 0.7% |
$2.19K - $2.24K
|
13.5K
$320K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
93+ 3.71% |
$2.17K - $2.22K
|
2.6K
$61.5K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
86+ 1.48% |
$2.01K - $2.05K
|
5.9K
$139K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
67+ 0.08% |
$1.56K - $1.6K
|
82.8K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
49+ 0.69% |
$1.14K - $1.17K
|
7.16K
$169K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
43New |
$1K - $1.03K
|
43
$1.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
37New |
$863 - $882
|
37
$874
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
32+ 9.64% |
$746 - $763
|
364
$8.6K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27New |
$630 - $644
|
27
$638
|
|
|
May 15, 2025
Q1 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
25+ 0.09% |
$583 - $596
|
26.8K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 2.44% |
$560 - $572
|
1.01K
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
20+ 1.3% |
$466 - $477
|
1.56K
$36.8K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
15+ 0.14% |
$350 - $358
|
10.9K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
13+ 0.32% |
$303 - $310
|
4.09K
$96.6K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$233 - $238
|
10
$236
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6+ 1.34% |
$140 - $143
|
454
$10.7K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
6+ 1.21% |
$140 - $143
|
501
$11.8K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3+ 0.42% |
$70 - $71.5
|
717
$16.9K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
466KNew |
$10.9M - $11.2M
|
466K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
446KNew |
$10.4M - $10.7M
|
446K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
194KNew |
$4.52M - $4.65M
|
194K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
127KNew |
$2.97M - $3.05M
|
127K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
103KNew |
$2.39M - $2.45M
|
103K
$2.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91.8K+ 29.43% |
$2.14M - $2.2M
|
404K
$9.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77.8K+ 22.64% |
$1.81M - $1.86M
|
422K
$9.96M
|
|