Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 8.89% |
$28.9K - $29.6K
|
15.2K
$360K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-50.5K- 9.93% |
$1.18M - $1.21M
|
458K
$10.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.08KNew |
$95K - $97.6K
|
4.08K
$96.8K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
42.3KNew |
$986K - $1.01M
|
42.3K
$1.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
56New |
$1.3K - $1.34K
|
56
$1.33K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
113KNew |
$2.64M - $2.72M
|
113K
$2.69M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-53.9K- 52.54% |
$1.26M - $1.29M
|
48.7K
$1.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
510New |
$11.9K - $12.2K
|
510
$12.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
846K+ 162.64% |
$19.7M - $20.2M
|
1.37M
$32.4M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
74.2KNew |
$1.73M - $1.77M
|
74.2K
$1.76M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.32K+ 18.41% |
$217K - $223K
|
59.9K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-320- 3.21% |
$7.45K - $7.66K
|
9.64K
$229K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
97+ 1.38% |
$2.26K - $2.32K
|
7.11K
$169K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-181- 0.36% |
$4.22K - $4.33K
|
50.6K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.4K+ 123.62% |
$545K - $560K
|
42.3K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-130K- 16.33% |
$3.02M - $3.1M
|
664K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.07KNew |
$165K - $169K
|
7.07K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
26KNew |
$606K - $622K
|
26K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.59K+ 1.25% |
$83.6K - $85.9K
|
291K
$6.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.35K+ 78.56% |
$54.6K - $56.1K
|
5.33K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.31K+ 11.56% |
$53.9K - $55.4K
|
22.3K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
145K+ 66.83% |
$3.37M - $3.47M
|
362K
$8.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
17.3K+ 5.66% |
$403K - $414K
|
323K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-209K- 82.85% |
$4.87M - $5.01M
|
43.3K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
124K+ 6.65% |
$2.88M - $2.96M
|
1.99M
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.2K+ 1.44% |
$657K - $675K
|
1.98M
$47.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.12K- 1.78% |
$26K - $26.7K
|
61.8K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
43.5KNew |
$1.01M - $1.04M
|
43.5K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4KNew |
$242K - $248K
|
10.4K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
118K+ 154.86% |
$2.75M - $2.82M
|
194K
$4.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.8K+ 8.5% |
$1.35M - $1.38M
|
738K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 61.99% |
$394K - $405K
|
44.2K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
218KNew |
$5.09M - $5.23M
|
218K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.97KNew |
$232K - $239K
|
9.97K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
144New |
$3.35K - $3.45K
|
144
$3.42K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.96K- 1.89% |
$92.1K - $94.6K
|
205K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.55K- 19.31% |
$82.6K - $84.9K
|
14.8K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.73K- 0.65% |
$227K - $233K
|
1.48M
$35.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.09K+ 8.97% |
$48.7K - $50K
|
25.4K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 149.18% |
$11.6M - $12M
|
836K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-108K- 3.21% |
$2.53M - $2.6M
|
3.27M
$77.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 10.34% |
$546K - $561K
|
250K
$5.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
31K+ 2.04% |
$721K - $741K
|
1.55M
$36.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.95K- 13.1% |
$45.5K - $46.7K
|
13K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
24.8KNew |
$578K - $594K
|
24.8K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-10.4K- 33.73% |
$242K - $249K
|
20.5K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.09K+ 39.81% |
$118K - $122K
|
17.9K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.53K+ 8.43% |
$58.9K - $60.5K
|
32.5K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36.8KNew |
$856K - $880K
|
36.8K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.68K+ 4.55% |
$62.3K - $64.1K
|
61.5K
$1.46M
|