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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
64.8KNew |
$1.45M - $1.54M
|
64.8K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
64.2KNew |
$1.44M - $1.53M
|
64.2K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61.4K+ 4.8% |
$1.37M - $1.46M
|
1.34M
$31.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
61KNew |
$1.37M - $1.45M
|
61K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60.5KNew |
$1.35M - $1.44M
|
60.5K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.4KNew |
$1.33M - $1.41M
|
59.4K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
55K+ 6.18% |
$1.23M - $1.31M
|
945K
$22.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53.4K+ 10.16% |
$1.2M - $1.27M
|
579K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
52.2K+ 33.9% |
$1.17M - $1.24M
|
206K
$4.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
50.4KNew |
$1.13M - $1.2M
|
50.4K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
47.3K+ 27.73% |
$1.06M - $1.13M
|
218K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
44.9K+ 65.84% |
$1.01M - $1.07M
|
113K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
44.9K+ 4.61% |
$1.01M - $1.07M
|
1.02M
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
42.8K+ 3.98% |
$959K - $1.02M
|
1.12M
$26.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
42.7K+ 47.34% |
$956K - $1.02M
|
133K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
41.5K+ 28.4% |
$930K - $988K
|
188K
$4.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
BUY
|
- |
39.7K+ 87.45% |
$888K - $944K
|
85K
$2.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
39.2K+ 346.68% |
$878K - $933K
|
50.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
38K+ 81.73% |
$851K - $905K
|
84.5K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
33.5K+ 612.89% |
$751K - $798K
|
39K
$922K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.4K+ 62.35% |
$749K - $796K
|
87.1K
$2.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.7K+ 36.52% |
$733K - $779K
|
122K
$2.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
32.7KNew |
$732K - $777K
|
32.7K
$772K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.4K+ 87.9% |
$726K - $771K
|
69.3K
$1.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.4KNew |
$726K - $771K
|
32.4K
$766K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.4K+ 45.76% |
$725K - $771K
|
103K
$2.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
32K+ 106.67% |
$717K - $762K
|
62K
$1.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
32K+ 106.67% |
$717K - $762K
|
62K
$1.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
30.9K+ 11.08% |
$693K - $736K
|
310K
$7.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
30.8KNew |
$689K - $732K
|
30.8K
$727K
|
|
|
Jul 23, 2025
Q2 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
29.3K+ 1.74% |
$656K - $697K
|
1.71M
$40.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Sam Advisors, LLC
|
BUY
|
- |
27.8K+ 4.49% |
$622K - $661K
|
646K
$15.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.7K+ 33.19% |
$621K - $660K
|
111K
$2.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
27.7K+ 19.83% |
$620K - $659K
|
167K
$3.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
27.3KNew |
$611K - $649K
|
27.3K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
26.8K+ 38.5% |
$600K - $638K
|
96.4K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.6K+ 11.39% |
$573K - $609K
|
250K
$5.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24.9K+ 2.24% |
$558K - $593K
|
1.14M
$26.9M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
24.8K+ 51.28% |
$556K - $591K
|
73.2K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.5KNew |
$549K - $584K
|
24.5K
$580K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
24.5K+ 48.61% |
$549K - $583K
|
74.9K
$1.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
24K+ 2.67% |
$537K - $571K
|
921K
$21.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
23.6K+ 27.63% |
$529K - $562K
|
109K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.5K+ 0.2% |
$527K - $560K
|
11.5M
$273M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
22.4K+ 3.58% |
$501K - $533K
|
648K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.1K+ 32.26% |
$495K - $526K
|
90.6K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
21.4KNew |
$480K - $510K
|
21.4K
$506K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.2K+ 7.25% |
$474K - $503K
|
313K
$7.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
20.8K+ 3.99% |
$466K - $495K
|
541K
$12.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.3K+ 7.99% |
$456K - $484K
|
275K
$6.5M
|