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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.55K+ 16.94% |
$106K - $109K
|
31.4K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.77K+ 34.96% |
$87.8K - $90.3K
|
14.6K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.68K+ 4.55% |
$62.3K - $64.1K
|
61.5K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.53K+ 8.43% |
$58.9K - $60.5K
|
32.5K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1K+ 10.92% |
$48.9K - $50.3K
|
21.3K
$509K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$47.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$30.8K - $31.6K
|
1.32K
$31.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.19K+ 10.18% |
$27.7K - $28.5K
|
12.9K
$307K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.13K+ 12.57% |
$26.3K - $27K
|
10.1K
$241K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
800New |
$18.6K - $19.1K
|
800
$19.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
767New |
$17.9K - $18.4K
|
767
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$14K - $14.4K
|
600
$14.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
556New |
$12.9K - $13.3K
|
556
$13.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
500New |
$11.6K - $12K
|
500
$11.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
342New |
$7.97K - $8.18K
|
342
$8.16K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 2.4% |
$7.22K - $7.42K
|
13.2K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.3K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
215New |
$5.01K - $5.14K
|
215
$5.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
144New |
$3.35K - $3.45K
|
144
$3.44K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
125+ 7.41% |
$2.91K - $2.99K
|
1.81K
$43.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
108+ 84.38% |
$2.52K - $2.58K
|
236
$5.63K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74New |
$1.72K - $1.77K
|
74
$1.77K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
67New |
$1.56K - $1.6K
|
67
$1.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
59New |
$1.37K - $1.41K
|
59
$1.41K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
56New |
$1.3K - $1.34K
|
56
$1.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3+ 1.14% |
$69.9 - $71.8
|
267
$6.37K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.3% |
$23.3 - $23.9
|
336
$8.02K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
400K+ 10.58% |
$9.22M - $9.62M
|
4.18M
$99.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
77.8KNew |
$1.79M - $1.87M
|
77.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
51.9KNew |
$1.2M - $1.25M
|
51.9K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
28.5K+ 12.39% |
$657K - $686K
|
259K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
26.2KNew |
$602K - $629K
|
26.2K
$624K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.6KNew |
$567K - $592K
|
24.6K
$587K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
21KNew |
$484K - $505K
|
21K
$501K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 12.43% |
$465K - $485K
|
182K
$4.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.7KNew |
$362K - $378K
|
15.7K
$375K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$238K - $248K
|
10.3K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.19KNew |
$212K - $221K
|
9.19K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.87K+ 84.58% |
$204K - $213K
|
19.3K
$462K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.38K+ 35.29% |
$170K - $178K
|
28.3K
$675K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.34K+ 13.36% |
$146K - $153K
|
53.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.31KNew |
$99.2K - $104K
|
4.31K
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.86K+ 2.4% |
$65.8K - $68.7K
|
122K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 8.59% |
$59.3K - $61.9K
|
32.5K
$776K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$34.4K - $35.9K
|
1.49K
$35.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 0.49% |
$33.4K - $34.8K
|
298K
$7.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$24.5K - $25.6K
|
1.06K
$25.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 4.92% |
$23.3K - $24.3K
|
21.6K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
704+ 2.79% |
$16.2K - $16.9K
|
25.9K
$619K
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
701New |
$16.2K - $16.9K
|
701
$16.7K
|
|