Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.3K- 65.82% |
$613K - $630K
|
13.7K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.3K- 7.76% |
$333K - $342K
|
170K
$4.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.99K- 18.85% |
$233K - $239K
|
43K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 13.1% |
$45.5K - $46.7K
|
13K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.02K- 10.59% |
$23.7K - $24.3K
|
8.59K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-680- 26.26% |
$15.8K - $16.3K
|
1.91K
$45.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-380- 2.33% |
$8.85K - $9.09K
|
15.9K
$379K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-119K- 12.79% |
$2.74M - $2.86M
|
810K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-93.1K- 47.98% |
$2.15M - $2.24M
|
101K
$2.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.67K- 42.88% |
$177K - $185K
|
10.2K
$244K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.22K- 83.84% |
$74.1K - $77.4K
|
620
$14.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.44% |
$392 - $409
|
1.17K
$27.9K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-864K- 72.26% |
$19.7M - $20.2M
|
332K
$7.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11.4K- 51.28% |
$261K - $267K
|
10.9K
$259K
|
|
| Q1 2024 | |||||||
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-24.1KClosed |
$557K - $566K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-21K- 70.71% |
$485K - $493K
|
8.69K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 44.76% |
$299K - $304K
|
16K
$381K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 0.15% |
$2.38K - $2.42K
|
70.5K
$1.68M
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.3K- 3.95% |
$442K - $476K
|
493K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.07K- 17.17% |
$45.3K - $48.8K
|
10K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-245- 21.78% |
$5.35K - $5.76K
|
880
$21K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- -0.0% |
$22.4 - $23
|
21K
$500K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-407KClosed |
$9.11M - $9.33M
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24.2K- 72.16% |
$542K - $556K
|
9.35K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-728- 91.34% |
$16.3K - $16.7K
|
69
$1.65K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-621- 3.13% |
$13.9K - $14.2K
|
19.2K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-595- 92.25% |
$13.3K - $13.6K
|
50
$1.19K
|
|
| Q1 2023 | |||||||
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 9.38% |
$522K - $548K
|
226K
$5.4M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.24K- 22.91% |
$72.2K - $75.8K
|
10.9K
$260K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-170- 1.69% |
$3.79K - $3.98K
|
9.91K
$237K
|
|
| Q4 2022 | |||||||
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-89K- 86.69% |
$1.93M - $2.05M
|
13.7K
$326K
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-69.4K- 12.82% |
$1.51M - $1.6M
|
472K
$11.3M
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-10.3K- 41.52% |
$224K - $248K
|
14.6K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-3.81K- 26.03% |
$82.7K - $91.4K
|
10.8K
$259K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$31.8K - $35.1K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-28- 10.18% |
$608 - $671
|
247
$5.9K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-88.8KClosed |
$1.98M - $2.24M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-27KClosed |
$603K - $681K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-20.8KClosed |
$466K - $526K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-18.4KClosed |
$411K - $464K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.7KClosed |
$37.9K - $42.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.53K- 13.63% |
$34.2K - $38.7K
|
9.71K
$232K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-450Closed |
$10.1K - $11.3K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-149- 6.31% |
$3.33K - $3.76K
|
2.21K
$52.8K
|
|
| Q1 2022 | |||||||
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-129KClosed |
$3.17M - $3.44M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.84KClosed |
$216K - $235K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-188KClosed |
$4.91M - $5.04M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-7.91KClosed |
$206K - $212K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.55KClosed |
$198K - $202K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.3KClosed |
$34.1K - $34.9K
|
0
$0
|
|