Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.3K+ 15.66% |
$267K - $271K
|
83.6K
$1.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11K+ 4.44% |
$259K - $264K
|
259K
$6.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10.9K+ 41.34% |
$258K - $262K
|
37.4K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2KNew |
$241K - $245K
|
10.2K
$241K
|
|
|
Jan 28, 2026
Q4 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
9.8KNew |
$231K - $234K
|
9.8K
$231K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.52KNew |
$224K - $228K
|
9.52K
$225K
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.37KNew |
$221K - $224K
|
9.37K
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.25K+ 11.46% |
$218K - $221K
|
90K
$2.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
9.19K+ 7.05% |
$216K - $220K
|
140K
$3.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8.87KNew |
$209K - $212K
|
8.87K
$209K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.74KNew |
$206K - $209K
|
8.74K
$206K
|
|
|
Jan 30, 2026
Q4 2025
|
Amg National Trust Bank
|
BUY
|
- |
8.74KNew |
$206K - $209K
|
8.74K
$206K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.36K+ 8.65% |
$197K - $200K
|
105K
$2.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.52K+ 5.25% |
$177K - $180K
|
151K
$3.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.5K+ 5.74% |
$177K - $180K
|
138K
$3.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.36KNew |
$173K - $176K
|
7.36K
$174K
|
|
|
Jan 28, 2026
Q4 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
6.58K+ 1.94% |
$155K - $157K
|
345K
$8.15M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.94K+ 3.53% |
$140K - $142K
|
174K
$4.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
5.92K+ 4.41% |
$139K - $142K
|
140K
$3.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.87K+ 7.44% |
$138K - $140K
|
84.7K
$2M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 1.24% |
$128K - $130K
|
445K
$10.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.36K+ 14.66% |
$126K - $128K
|
41.9K
$989K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.23K+ 36.91% |
$123K - $125K
|
19.4K
$458K
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.02K+ 1.41% |
$118K - $120K
|
360K
$8.5M
|
|
|
Jan 30, 2026
Q4 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.72K+ 1.63% |
$87.5K - $88.9K
|
231K
$5.46M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.59K+ 11.22% |
$84.4K - $85.8K
|
35.5K
$838K
|
|
|
Jan 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.54K+ 30.74% |
$83.4K - $84.8K
|
15.1K
$356K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.42K+ 4.41% |
$80.6K - $81.9K
|
81K
$1.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.36K+ 31.03% |
$79K - $80.3K
|
14.2K
$334K
|
|
|
Jan 30, 2026
Q4 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.32K+ 3.66% |
$78.1K - $79.4K
|
93.8K
$2.21M
|
|
|
Jan 21, 2026
Q4 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.2K+ 3.64% |
$75.2K - $76.5K
|
91K
$2.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.94K+ 29.08% |
$69.3K - $70.4K
|
13.1K
$308K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.84K+ 6.87% |
$66.8K - $67.9K
|
44.2K
$1.04M
|
|
|
Jan 27, 2026
Q4 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.82KNew |
$66.4K - $67.5K
|
2.82K
$66.5K
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2.65K+ 1.52% |
$62.4K - $63.4K
|
177K
$4.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.56K+ 63.32% |
$60.4K - $61.4K
|
6.61K
$156K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
2.23K+ 17.28% |
$52.4K - $53.3K
|
15.1K
$357K
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.2K+ 20.69% |
$51.8K - $52.6K
|
12.8K
$303K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.17K+ 7.34% |
$51.2K - $52K
|
31.8K
$750K
|
|
|
Jan 26, 2026
Q4 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
2.07K+ 13.98% |
$48.7K - $49.5K
|
16.9K
$398K
|
|
|
Jan 29, 2026
Q4 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.03K+ 3.12% |
$47.7K - $48.5K
|
66.9K
$1.58M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 2.21% |
$44.7K - $45.5K
|
88K
$2.08M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.61K+ 53.61% |
$37.9K - $38.6K
|
4.62K
$109K
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.53K+ 9.83% |
$35.9K - $36.5K
|
17.1K
$402K
|
|
|
Jan 27, 2026
Q4 2025
|
Veery Capital, LLC
|
BUY
|
- |
1.34K+ 1.21% |
$31.4K - $32K
|
112K
$2.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32K+ 39.13% |
$31.1K - $31.7K
|
4.7K
$111K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.25K+ 9.52% |
$29.5K - $30K
|
14.4K
$340K
|
|
|
Jan 28, 2026
Q4 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.24K+ 16.7% |
$29.2K - $29.7K
|
8.68K
$205K
|
|
|
Jan 20, 2026
Q4 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.23K+ 7.12% |
$29K - $29.5K
|
18.5K
$437K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.23K+ 7.0% |
$28.9K - $29.4K
|
18.8K
$442K
|
|