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 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-45.4K- 57.74% |
$1.02M - $1.08M
|
33.2K
$786K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-49.1K- 0.94% |
$1.1M - $1.17M
|
5.18M
$122M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-49.9K- 6.35% |
$1.12M - $1.19M
|
736K
$17.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-55.5K- 1.68% |
$1.24M - $1.32M
|
3.25M
$76.8M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-56.4K- 64.98% |
$1.26M - $1.34M
|
30.4K
$718K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-64.5K- 85.42% |
$1.44M - $1.53M
|
11K
$260K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-78.5K- 87.82% |
$1.76M - $1.87M
|
10.9K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-87.6K- 79.91% |
$1.96M - $2.08M
|
22K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-94.6K- 21.63% |
$2.12M - $2.25M
|
343K
$8.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-96.4K- 46.68% |
$2.16M - $2.29M
|
110K
$2.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Donoghue Forlines LLC
|
SELL
|
- |
-111K- 8.19% |
$2.5M - $2.65M
|
1.25M
$29.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-133K- 18.35% |
$2.99M - $3.18M
|
594K
$14M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-138K- 46.35% |
$3.09M - $3.28M
|
160K
$3.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-152K- 99.72% |
$3.4M - $3.62M
|
428
$10.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
SELL
|
- |
-189K- 92.88% |
$4.23M - $4.49M
|
14.5K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-205K- 68.8% |
$4.59M - $4.87M
|
92.9K
$2.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-205K- 37.49% |
$4.59M - $4.88M
|
342K
$8.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Financial Planning, Inc.
|
SELL
|
- |
-228K- 80.5% |
$5.1M - $5.42M
|
55.2K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-243K- 20.07% |
$5.45M - $5.79M
|
969K
$22.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-273K- 7.36% |
$6.11M - $6.49M
|
3.43M
$81.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-276K- 15.4% |
$6.19M - $6.58M
|
1.52M
$35.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-300K- 99.98% |
$6.71M - $7.13M
|
74
$1.75K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-309K- 32.24% |
$6.93M - $7.36M
|
650K
$15.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-380K- 21.69% |
$8.51M - $9.04M
|
1.37M
$32.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-403K- 80.21% |
$9.02M - $9.58M
|
99.3K
$2.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-429K- 96.99% |
$9.62M - $10.2M
|
13.3K
$315K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-573K- 73.63% |
$12.8M - $13.6M
|
205K
$4.85M
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-600K- 15.32% |
$13.4M - $14.3M
|
3.32M
$78.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-997K- 71.1% |
$22.3M - $23.7M
|
405K
$9.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.13M- 2.73% |
$25.4M - $27M
|
40.4M
$955M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.23M- 54.72% |
$27.5M - $29.3M
|
1.02M
$24.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.54M- 93.07% |
$34.5M - $36.6M
|
114K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.62M- 83.42% |
$36.4M - $38.7M
|
323K
$7.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.73M- 21.16% |
$38.8M - $41.2M
|
6.45M
$153M
|
|
|
Aug 14, 2025
Q2 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-2.55M- 8.28% |
$57.1M - $60.7M
|
28.3M
$668M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.79M- 47.56% |
$62.4M - $66.3M
|
3.07M
$72.6M
|