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 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64K+ 5839.29% |
$36.6K - $38.9K
|
1.66K
$39.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.6K+ 21.3% |
$35.9K - $38.2K
|
9.13K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.6K+ 12.04% |
$35.7K - $38K
|
14.8K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 3.28% |
$35.2K - $37.4K
|
49.5K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.35K+ 0.9% |
$30.2K - $32.1K
|
151K
$3.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
1.31K+ 10916.67% |
$29.3K - $31.2K
|
1.32K
$31.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.28K+ 3.16% |
$28.7K - $30.5K
|
41.8K
$988K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.23KNew |
$27.6K - $29.3K
|
1.23K
$29.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.21K+ 1.59% |
$27.2K - $28.9K
|
77.4K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.21K+ 5.41% |
$27.1K - $28.8K
|
23.6K
$557K
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.15K+ 5.23% |
$25.6K - $27.3K
|
23K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.09KNew |
$24.4K - $26K
|
1.09K
$25.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1K+ 10.39% |
$22.4K - $23.8K
|
10.6K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
975+ 23.44% |
$21.8K - $23.2K
|
5.14K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
956+ 8.6% |
$21.4K - $22.8K
|
12.1K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
882+ 8.42% |
$19.8K - $21K
|
11.4K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
871+ 0.95% |
$19.5K - $20.7K
|
93K
$2.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
718+ 6.23% |
$16.1K - $17.1K
|
12.2K
$289K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
710+ 6.24% |
$15.9K - $16.9K
|
12.1K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
609+ 0.76% |
$13.6K - $14.5K
|
80.8K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
573+ 0.13% |
$12.8K - $13.6K
|
446K
$10.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
555+ 3.23% |
$12.4K - $13.2K
|
17.8K
$420K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
550New |
$12.3K - $13.1K
|
550
$13K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
530New |
$11.9K - $12.6K
|
530
$12.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
525+ 5.44% |
$11.8K - $12.5K
|
10.2K
$241K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
433+ 2.62% |
$9.7K - $10.3K
|
17K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
432+ 36.83% |
$9.68K - $10.3K
|
1.61K
$37.9K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
399+ 24.63% |
$8.94K - $9.5K
|
2.02K
$47.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
386+ 2.44% |
$8.65K - $9.19K
|
16.2K
$383K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
366+ 57.37% |
$8.2K - $8.71K
|
1K
$23.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
350+ 3.31% |
$7.84K - $8.33K
|
10.9K
$258K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
316+ 0.9% |
$7.08K - $7.52K
|
35.4K
$836K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
291+ 0.17% |
$6.52K - $6.93K
|
172K
$4.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
284New |
$6.36K - $6.76K
|
284
$6.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
280+ 1.79% |
$6.27K - $6.66K
|
16K
$377K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
256+ 2.98% |
$5.73K - $6.09K
|
8.85K
$209K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
229+ 55.99% |
$5.13K - $5.45K
|
638
$15.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
229New |
$5.13K - $5.45K
|
229
$5.41K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
220+ 1.21% |
$4.93K - $5.24K
|
18.5K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
217New |
$4.86K - $5.16K
|
217
$5.13K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
200+ 39.22% |
$4.48K - $4.76K
|
710
$16.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
189+ 0.86% |
$4.23K - $4.5K
|
22.3K
$526K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
180+ 0.94% |
$4.03K - $4.28K
|
19.4K
$459K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
172+ 0.05% |
$3.85K - $4.09K
|
336K
$7.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
145+ 0.54% |
$3.25K - $3.45K
|
26.8K
$634K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
139+ 0.95% |
$3.11K - $3.31K
|
14.7K
$348K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
135New |
$3.02K - $3.21K
|
135
$3.19K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
109+ 1.27% |
$2.44K - $2.59K
|
8.73K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
100+ 0.77% |
$2.24K - $2.38K
|
13.2K
$311K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
98+ 1.92% |
$2.2K - $2.33K
|
5.2K
$123K
|