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 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
6.14K+ 5.34% |
$137K - $146K
|
121K
$2.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
5.87K+ 6.86% |
$131K - $140K
|
91.4K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.85K+ 8.83% |
$131K - $139K
|
72.2K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
5.82K+ 1.9% |
$130K - $139K
|
312K
$7.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
5.78K+ 5.78% |
$130K - $138K
|
106K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.75K+ 377.05% |
$129K - $137K
|
7.28K
$172K
|
|
|
Aug 08, 2025
Q2 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
5.64K+ 3.41% |
$126K - $134K
|
171K
$4.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
5.64K+ 4.77% |
$126K - $134K
|
124K
$2.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.54K+ 2.38% |
$124K - $132K
|
238K
$5.63M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
5.39K+ 3.59% |
$121K - $128K
|
156K
$3.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
5.24K+ 34.34% |
$117K - $125K
|
20.5K
$485K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
5.2K+ 8.79% |
$117K - $124K
|
64.4K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.17K+ 0.58% |
$116K - $123K
|
903K
$21.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4.98K+ 33.28% |
$111K - $118K
|
19.9K
$471K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.92K+ 9.16% |
$110K - $117K
|
58.6K
$1.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Veery Capital, LLC
|
BUY
|
- |
4.91K+ 4.92% |
$110K - $117K
|
105K
$2.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.68K+ 8.37% |
$105K - $111K
|
60.6K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.49K+ 11.3% |
$101K - $107K
|
44.3K
$1.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.47K+ 6.06% |
$100K - $106K
|
78.3K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
4.45K+ 40.88% |
$99.8K - $106K
|
15.4K
$363K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.33K+ 7.02% |
$97K - $103K
|
66K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.2K+ 71.2% |
$94K - $99.9K
|
10.1K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.16K+ 0.4% |
$93.1K - $98.9K
|
1.04M
$24.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
4.01K+ 2.84% |
$89.8K - $95.4K
|
145K
$3.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.71K+ 4.49% |
$83.2K - $88.4K
|
86.5K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.67K+ 23.88% |
$82.3K - $87.4K
|
19K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 5.33% |
$78K - $82.8K
|
68.8K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
3.34K+ 2.86% |
$74.7K - $79.4K
|
120K
$2.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.24K+ 4.29% |
$72.5K - $77K
|
78.8K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3.07K+ 14.01% |
$68.7K - $73K
|
24.9K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.94K+ 25.14% |
$65.8K - $69.9K
|
14.6K
$346K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.92K+ 10.93% |
$65.4K - $69.5K
|
29.6K
$700K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.86K+ 2.24% |
$64K - $68K
|
130K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.84K+ 11.04% |
$63.5K - $67.5K
|
28.5K
$674K
|
|
|
Jul 28, 2025
Q2 2025
|
Brown Financial Advisory
|
BUY
|
- |
2.7K+ 6.84% |
$60.5K - $64.3K
|
42.1K
$996K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
2.53K+ 2.7% |
$56.8K - $60.3K
|
96.3K
$2.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.46K+ 4.35% |
$55K - $58.4K
|
58.9K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 19.85% |
$53.3K - $56.6K
|
14.4K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.33K+ 4.1% |
$52.1K - $55.3K
|
59K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.26K+ 5.11% |
$50.7K - $53.9K
|
46.6K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.25K+ 3.4% |
$50.5K - $53.6K
|
68.6K
$1.62M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.16K+ 1.06% |
$48.3K - $51.3K
|
205K
$4.85M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.14K+ 22.17% |
$47.9K - $50.9K
|
11.8K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.1K+ 2.86% |
$47.1K - $50.1K
|
75.8K
$1.79M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.1KNew |
$47K - $49.9K
|
2.1K
$49.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.99K+ 2.11% |
$44.6K - $47.4K
|
96.6K
$2.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.95KNew |
$43.6K - $46.3K
|
1.95K
$46K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.86K+ 1.49% |
$41.6K - $44.2K
|
127K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.83K+ 5.62% |
$40.9K - $43.5K
|
34.3K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.76K+ 13.04% |
$39.5K - $41.9K
|
15.3K
$361K
|