Purchases and Sales Made in Q2 2025 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
7.01MNew |
$157M - $167M
|
7.01M
$166M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.42M+ 298.46% |
$99M - $105M
|
5.9M
$139M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.15MNew |
$48.1M - $51.1M
|
2.15M
$50.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.85MNew |
$41.5M - $44.1M
|
1.85M
$43.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Toews Corp
|
BUY
|
- |
987KNew |
$22.1M - $23.5M
|
987K
$23.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
916K+ 55.5% |
$20.5M - $21.8M
|
2.57M
$60.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
843KNew |
$18.9M - $20.1M
|
843K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
836K+ 5.24% |
$18.7M - $19.9M
|
16.8M
$396M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
823K+ 14.31% |
$18.4M - $19.6M
|
6.57M
$155M
|
|
|
Aug 08, 2025
Q2 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
648K+ 154.29% |
$14.5M - $15.4M
|
1.07M
$25.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
501K+ 58.38% |
$11.2M - $11.9M
|
1.36M
$32.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
443K+ 723.08% |
$9.92M - $10.5M
|
504K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$6.72M - $7.14M
|
300K
$7.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
274K+ 17.87% |
$6.13M - $6.51M
|
1.8M
$42.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
255K+ 497.55% |
$5.72M - $6.08M
|
307K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Little Harbor Advisors, LLC
|
BUY
|
- |
253KNew |
$5.66M - $6.01M
|
253K
$5.97M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
251K+ 42.52% |
$5.63M - $5.98M
|
843K
$19.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
250K+ 27.53% |
$5.59M - $5.94M
|
1.16M
$27.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
222KNew |
$4.98M - $5.29M
|
222K
$5.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
215K+ 87.49% |
$4.83M - $5.13M
|
462K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
207K+ 21.94% |
$4.64M - $4.93M
|
1.15M
$27.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
BUY
|
- |
200KNew |
$4.47M - $4.75M
|
200K
$4.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
179K+ 44.43% |
$4.02M - $4.27M
|
583K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
162K+ 2.22% |
$3.64M - $3.86M
|
7.47M
$177M
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
158K+ 23.23% |
$3.54M - $3.76M
|
838K
$19.8M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
138K+ 4.24% |
$3.1M - $3.29M
|
3.4M
$80.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
134K+ 19.36% |
$3M - $3.18M
|
825K
$19.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
129KNew |
$2.89M - $3.07M
|
129K
$3.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
126K+ 713.54% |
$2.83M - $3M
|
144K
$3.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
122K+ 1133.62% |
$2.74M - $2.91M
|
133K
$3.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
119KNew |
$2.67M - $2.84M
|
119K
$2.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
98.8KNew |
$2.21M - $2.35M
|
98.8K
$2.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
97.3K+ 24.16% |
$2.18M - $2.32M
|
500K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
93.6KNew |
$2.1M - $2.23M
|
93.6K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
91.9K+ 11.18% |
$2.06M - $2.19M
|
914K
$21.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
87.7KNew |
$1.97M - $2.09M
|
87.7K
$2.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
84.6KNew |
$1.9M - $2.01M
|
84.6K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
84.6K+ 318.85% |
$1.89M - $2.01M
|
111K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
84.3KNew |
$1.89M - $2.01M
|
84.3K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
81.2K+ 14.12% |
$1.82M - $1.93M
|
656K
$15.5M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78.7KNew |
$1.76M - $1.87M
|
78.7K
$1.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
BUY
|
- |
76.8K+ 40.31% |
$1.72M - $1.83M
|
267K
$6.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
76.2KNew |
$1.71M - $1.81M
|
76.2K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
74.6K+ 298.32% |
$1.67M - $1.77M
|
99.6K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
74.3K+ 17.42% |
$1.66M - $1.77M
|
501K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
71K+ 3.3% |
$1.59M - $1.69M
|
2.22M
$52.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
BUY
|
- |
70.8K+ 279.71% |
$1.59M - $1.69M
|
96.2K
$2.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
69.4K+ 32.76% |
$1.56M - $1.65M
|
281K
$6.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
67.8K+ 98.61% |
$1.52M - $1.61M
|
137K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
66.6K+ 82.78% |
$1.49M - $1.58M
|
147K
$3.48M
|