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 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
SELL
|
- |
-1.84K- 25.42% |
$41.3K - $43.9K
|
5.41K
$128K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.03K- 6.45% |
$45.5K - $48.4K
|
29.5K
$696K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2.15K- 12.8% |
$48.2K - $51.2K
|
14.7K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2.19K- 53.57% |
$49.1K - $52.1K
|
1.9K
$44.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.24K- 5.95% |
$50.2K - $53.3K
|
35.4K
$837K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.4K- 2.97% |
$53.8K - $57.2K
|
78.7K
$1.86M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.45K- 2.11% |
$54.9K - $58.3K
|
114K
$2.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.63K- 4.93% |
$58.9K - $62.6K
|
50.8K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.87K- 18.89% |
$64.2K - $68.2K
|
12.3K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.96K- 51.79% |
$66.3K - $70.4K
|
2.75K
$65.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-3.08K- 5.39% |
$68.9K - $73.2K
|
54K
$1.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.21K- 1.8% |
$71.8K - $76.3K
|
175K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-3.31K- 5.39% |
$74.1K - $78.7K
|
58.1K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.31K- 1.27% |
$74.2K - $78.8K
|
257K
$6.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.97K- 76.59% |
$88.9K - $94.4K
|
1.21K
$28.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
SELL
|
- |
-4.09K- 27.4% |
$91.6K - $97.3K
|
10.8K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.3K- 32.06% |
$96.4K - $102K
|
9.12K
$216K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.46K- 22.16% |
$99.9K - $106K
|
15.7K
$370K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-4.51K- 9.75% |
$101K - $107K
|
41.8K
$987K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-4.75K- 32.56% |
$106K - $113K
|
9.84K
$233K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.75K- 2.39% |
$106K - $113K
|
194K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.79K- 34.72% |
$107K - $114K
|
9K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.83K- 30.39% |
$108K - $115K
|
11.1K
$262K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.94K- 4.17% |
$111K - $118K
|
113K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.96K- 8.23% |
$111K - $118K
|
55.3K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.09K- 1.74% |
$114K - $121K
|
288K
$6.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.77K- 17.89% |
$129K - $137K
|
26.5K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-6.48K- 15.18% |
$145K - $154K
|
36.2K
$856K
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-6.78K- 38.55% |
$152K - $161K
|
10.8K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-6.83K- 40.06% |
$153K - $162K
|
10.2K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-9.89K- 21.88% |
$222K - $235K
|
35.3K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-10.8K- 5.63% |
$242K - $257K
|
181K
$4.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-11.1K- 1.39% |
$248K - $263K
|
788K
$18.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-11.3K- 21.63% |
$252K - $268K
|
40.8K
$965K
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-14.3K- 3.16% |
$321K - $341K
|
439K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-14.7K- 92.53% |
$329K - $349K
|
1.19K
$28K
|
|
|
Aug 06, 2025
Q2 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-15.1K- 4.32% |
$337K - $358K
|
333K
$7.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-15.7K- 24.7% |
$353K - $375K
|
48K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-15.9K- 60.76% |
$356K - $378K
|
10.3K
$243K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-17.5K- 5.96% |
$392K - $416K
|
276K
$6.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.3K- 11.49% |
$409K - $435K
|
141K
$3.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.3K- 29.33% |
$410K - $436K
|
44.1K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-29.3K- 79.06% |
$656K - $697K
|
7.76K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.5K- 12.01% |
$683K - $726K
|
224K
$5.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-35.4K- 9.14% |
$792K - $842K
|
352K
$8.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-39.8K- 46.77% |
$893K - $948K
|
45.3K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-39.9K- 3.65% |
$894K - $950K
|
1.05M
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-40K- 25.11% |
$896K - $952K
|
119K
$2.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-40K- 34.97% |
$897K - $953K
|
74.5K
$1.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-43.8K- 21.17% |
$981K - $1.04M
|
163K
$3.85M
|