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 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
81New |
$1.81K - $1.93K
|
81
$1.91K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
76+ 0.22% |
$1.7K - $1.81K
|
34.9K
$826K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
55+ 0.47% |
$1.23K - $1.31K
|
11.6K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41+ 0.4% |
$918 - $976
|
10.2K
$241K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
39+ 0.34% |
$874 - $928
|
11.6K
$275K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
32+ 0.26% |
$717 - $762
|
12.4K
$292K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
30+ 1.92% |
$672 - $714
|
1.59K
$37.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
26+ 0.77% |
$582 - $619
|
3.4K
$80.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
21+ 0.07% |
$470 - $500
|
29K
$685K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19+ 2.65% |
$426 - $452
|
736
$17.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14New |
$314 - $333
|
14
$331
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
13New |
$291 - $309
|
13
$307
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
12+ 0.32% |
$269 - $286
|
3.78K
$89.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10+ 2.0% |
$224 - $238
|
511
$12.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6+ 0.04% |
$134 - $143
|
17.1K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
4+ 3.96% |
$89.6 - $95.2
|
105
$2.48K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
2New |
$44.8 - $47.6
|
2
$47.3
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$22.4 - $23.8
|
7.15K
$169K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3- 0.02% |
$67.2 - $71.4
|
15.8K
$374K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10- 0.08% |
$224 - $238
|
12.7K
$300K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-42- 0.29% |
$941 - $1K
|
14.5K
$344K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-49- 0.68% |
$1.1K - $1.17K
|
7.11K
$168K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-78- 21.43% |
$1.75K - $1.86K
|
286
$6.76K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-86- 0.8% |
$1.93K - $2.05K
|
10.7K
$252K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-134- 0.99% |
$3K - $3.19K
|
13.4K
$317K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-140- 36.27% |
$3.14K - $3.33K
|
246
$5.82K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-142- 9.41% |
$3.18K - $3.38K
|
1.37K
$32.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-174- 0.39% |
$3.9K - $4.14K
|
44.1K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-218- 8.38% |
$4.88K - $5.19K
|
2.38K
$56.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-295- 2.29% |
$6.61K - $7.02K
|
12.6K
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-307- 21.7% |
$6.88K - $7.31K
|
1.11K
$26.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-400- 3.15% |
$8.96K - $9.52K
|
12.3K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-674- 4.57% |
$15.1K - $16K
|
14.1K
$333K
|
|
|
Jul 09, 2025
Q2 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-677- 2.5% |
$15.2K - $16.1K
|
26.4K
$623K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-703- 6.2% |
$15.7K - $16.7K
|
10.6K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-769- 14.26% |
$17.2K - $18.3K
|
4.62K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-800- 6.85% |
$17.9K - $19K
|
10.9K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-817- 4.32% |
$18.3K - $19.4K
|
18.1K
$428K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-824- 10.07% |
$18.5K - $19.6K
|
7.36K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-888- 7.12% |
$19.9K - $21.1K
|
11.6K
$274K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.04K- 99.33% |
$23.2K - $24.7K
|
7
$165
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-1.07K- 0.53% |
$24K - $25.5K
|
200K
$4.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.11K- 0.93% |
$24.8K - $26.3K
|
118K
$2.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.15K- 19.98% |
$25.8K - $27.4K
|
4.61K
$109K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.28K- 0.63% |
$28.8K - $30.6K
|
203K
$4.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.52K- 1.72% |
$34K - $36.2K
|
86.7K
$2.05M
|
|
|
Jul 28, 2025
Q2 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.73K- 0.44% |
$38.7K - $41.1K
|
388K
$9.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.75K- 6.95% |
$39.3K - $41.7K
|
23.5K
$555K
|