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 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59.9K+ 212.91% |
$1.39M - $1.43M
|
88K
$2.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
34.6KNew |
$806K - $828K
|
34.6K
$817K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
27.9KNew |
$650K - $668K
|
27.9K
$659K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23KNew |
$536K - $550K
|
23K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
15.7KNew |
$365K - $375K
|
15.7K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.5KNew |
$314K - $323K
|
13.5K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.2KNew |
$308K - $317K
|
13.2K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12K+ 21.23% |
$278K - $286K
|
68.3K
$1.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.1KNew |
$257K - $264K
|
11.1K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$253K - $260K
|
10.9K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.8K+ 4.26% |
$251K - $258K
|
263K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
9.75KNew |
$227K - $233K
|
9.75K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$204K - $210K
|
8.76K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.58K+ 2.48% |
$176K - $181K
|
314K
$7.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.15KNew |
$166K - $171K
|
7.15K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.09K+ 39.81% |
$118K - $122K
|
17.9K
$422K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.55K+ 16.94% |
$106K - $109K
|
31.4K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.18K+ 5.86% |
$97.3K - $100K
|
75.5K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.77K+ 34.96% |
$87.8K - $90.3K
|
14.6K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
3.77KNew |
$87.8K - $90.2K
|
3.77K
$89K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.68K+ 4.55% |
$62.3K - $64.1K
|
61.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.53K+ 8.43% |
$58.9K - $60.5K
|
32.5K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1K+ 10.92% |
$48.9K - $50.3K
|
21.3K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$47.2K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$47.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$30.8K - $31.6K
|
1.32K
$31.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.19K+ 10.18% |
$27.7K - $28.5K
|
12.9K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 21.03% |
$23.3K - $23.9K
|
5.76K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
800New |
$18.6K - $19.1K
|
800
$18.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
767New |
$17.9K - $18.4K
|
767
$18.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$14K - $14.4K
|
600
$14.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
510New |
$11.9K - $12.2K
|
510
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
500New |
$11.6K - $12K
|
500
$11.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
342New |
$7.97K - $8.18K
|
342
$8.08K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
316+ 3.23% |
$7.36K - $7.56K
|
10.1K
$239K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 2.4% |
$7.22K - $7.42K
|
13.2K
$313K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.24K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
252+ 1.55% |
$5.87K - $6.03K
|
16.5K
$390K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
215New |
$5.01K - $5.14K
|
215
$5.08K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
211New |
$4.91K - $5.05K
|
211
$4.98K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
144New |
$3.35K - $3.45K
|
144
$3.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
125+ 7.41% |
$2.91K - $2.99K
|
1.81K
$42.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
108+ 84.38% |
$2.52K - $2.58K
|
236
$5.57K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74New |
$1.72K - $1.77K
|
74
$1.75K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
67New |
$1.56K - $1.6K
|
67
$1.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
59New |
$1.37K - $1.41K
|
59
$1.39K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
56New |
$1.3K - $1.34K
|
56
$1.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3+ 1.14% |
$69.9 - $71.8
|
267
$6.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$23.3 - $23.9
|
336
$7.94K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
400K+ 10.58% |
$9.22M - $9.62M
|
4.18M
$98.7M
|
|