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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
130K+ 406.24% |
$3.04M - $3.11M
|
163K
$3.81M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
9.67K+ 1.95% |
$225K - $230K
|
506K
$11.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
685+ 2.81% |
$16K - $16.3K
|
25.1K
$587K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
132K+ 148.82% |
$3.08M - $3.16M
|
221K
$5.17M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-664- 1.55% |
$15.5K - $15.9K
|
42.3K
$990K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
27.9KNew |
$650K - $668K
|
27.9K
$653K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
215New |
$5.01K - $5.14K
|
215
$5.03K
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-7.47K- 25.4% |
$174K - $179K
|
21.9K
$514K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
410New |
$9.55K - $9.81K
|
410
$9.6K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-26.3K- 65.82% |
$613K - $630K
|
13.7K
$320K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.08KNew |
$95K - $97.6K
|
4.08K
$95.4K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
42.3KNew |
$986K - $1.01M
|
42.3K
$991K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-50.5K- 9.93% |
$1.18M - $1.21M
|
458K
$10.7M
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 8.89% |
$28.9K - $29.6K
|
15.2K
$355K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
56New |
$1.3K - $1.34K
|
56
$1.31K
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
113KNew |
$2.64M - $2.72M
|
113K
$2.66M
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-53.9K- 52.54% |
$1.26M - $1.29M
|
48.7K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
846K+ 162.64% |
$19.7M - $20.2M
|
1.37M
$32M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
74.2KNew |
$1.73M - $1.77M
|
74.2K
$1.74M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
9.32K+ 18.41% |
$217K - $223K
|
59.9K
$1.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
510New |
$11.9K - $12.2K
|
510
$11.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-320- 3.21% |
$7.45K - $7.66K
|
9.64K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-181- 0.36% |
$4.22K - $4.33K
|
50.6K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
97+ 1.38% |
$2.26K - $2.32K
|
7.11K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.12K- 1.78% |
$26K - $26.7K
|
61.8K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-130K- 16.33% |
$3.02M - $3.1M
|
664K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.07KNew |
$165K - $169K
|
7.07K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
26KNew |
$606K - $622K
|
26K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.59K+ 1.25% |
$83.6K - $85.9K
|
291K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.35K+ 78.56% |
$54.6K - $56.1K
|
5.33K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.31K+ 11.56% |
$53.9K - $55.4K
|
22.3K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
145K+ 66.83% |
$3.37M - $3.47M
|
362K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
17.3K+ 5.66% |
$403K - $414K
|
323K
$7.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-209K- 82.85% |
$4.87M - $5.01M
|
43.3K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
124K+ 6.65% |
$2.88M - $2.96M
|
1.99M
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.2K+ 1.44% |
$657K - $675K
|
1.98M
$46.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
43.5KNew |
$1.01M - $1.04M
|
43.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.09K+ 8.97% |
$48.7K - $50K
|
25.4K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.4K+ 123.62% |
$545K - $560K
|
42.3K
$991K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
118K+ 154.86% |
$2.75M - $2.82M
|
194K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.8K+ 8.5% |
$1.35M - $1.38M
|
738K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 61.99% |
$394K - $405K
|
44.2K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
218KNew |
$5.09M - $5.23M
|
218K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.97KNew |
$232K - $239K
|
9.97K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
500K+ 149.18% |
$11.6M - $12M
|
836K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
144New |
$3.35K - $3.45K
|
144
$3.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.96K- 1.89% |
$92.1K - $94.6K
|
205K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.55K- 19.31% |
$82.6K - $84.9K
|
14.8K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.73K- 0.65% |
$227K - $233K
|
1.48M
$34.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4KNew |
$242K - $248K
|
10.4K
$243K
|
|