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 |
|---|---|---|---|---|---|---|---|
|
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 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 24.64% |
$857K - $871K
|
184K
$4.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
51.8K+ 27.59% |
$1.22M - $1.24M
|
240K
$5.66M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 5.99% |
$636 - $646
|
478
$11.3K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
435+ 1.57% |
$10.2K - $10.4K
|
28.1K
$662K
|
|
|
Jan 16, 2026
Q4 2025
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-33.2K- 79.35% |
$781K - $794K
|
8.63K
$204K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.1K- 11.67% |
$450K - $457K
|
145K
$3.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34.7K- 2.89% |
$817K - $831K
|
1.16M
$27.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.78K- 5.48% |
$113K - $114K
|
82.4K
$1.94M
|
|
|
Jan 15, 2026
Q4 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-1.16K- 25.66% |
$27.2K - $27.6K
|
3.35K
$78.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-20- 4.35% |
$471 - $479
|
440
$10.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.63K- 15.26% |
$227K - $231K
|
53.5K
$1.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.3K+ 15.66% |
$267K - $271K
|
83.6K
$1.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.02K+ 1.41% |
$118K - $120K
|
360K
$8.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.84K+ 6.87% |
$66.8K - $67.9K
|
44.2K
$1.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.36K+ 31.03% |
$79K - $80.3K
|
14.2K
$334K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.87K+ 7.44% |
$138K - $140K
|
84.7K
$2M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.57K- 18.05% |
$83.9K - $85.3K
|
16.2K
$382K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
333K+ 24.25% |
$7.85M - $7.98M
|
1.71M
$40.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-10.2K- 84.97% |
$240K - $244K
|
1.8K
$42.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.23K+ 7.0% |
$28.9K - $29.4K
|
18.8K
$442K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
18.1KNew |
$427K - $434K
|
18.1K
$428K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
5.92K+ 4.41% |
$139K - $142K
|
140K
$3.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
164K+ 4.38% |
$3.86M - $3.93M
|
3.91M
$92.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
126KNew |
$2.97M - $3.02M
|
126K
$2.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.36KNew |
$173K - $176K
|
7.36K
$174K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.7KNew |
$416K - $423K
|
17.7K
$417K
|
|
|
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
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.52KNew |
$224K - $228K
|
9.52K
$225K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.25K+ 9.52% |
$29.5K - $30K
|
14.4K
$340K
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
77+ 0.68% |
$1.81K - $1.84K
|
11.4K
$268K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.99K- 2.89% |
$70.4K - $71.6K
|
100K
$2.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
14.2KNew |
$335K - $341K
|
14.2K
$336K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
38.8K+ 54.77% |
$914K - $929K
|
110K
$2.59M
|
|
|
Jan 12, 2026
Q4 2025
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-33.6K- 4.01% |
$791K - $804K
|
805K
$19M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.23K+ 36.91% |
$123K - $125K
|
19.4K
$458K
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10.9K+ 41.34% |
$258K - $262K
|
37.4K
$883K
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-333- 1.91% |
$7.84K - $7.97K
|
17.1K
$404K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
24.6K+ 6.73% |
$578K - $588K
|
390K
$9.19M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31.6K+ 24.75% |
$745K - $757K
|
159K
$3.76M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
9.19K+ 7.05% |
$216K - $220K
|
140K
$3.29M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-120- 0.28% |
$2.82K - $2.87K
|
43.4K
$1.02M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.4K+ 42.46% |
$385K - $392K
|
54.9K
$1.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
BUY
|
- |
42.4K+ 29.9% |
$998K - $1.01M
|
184K
$4.34M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.96K- 2.36% |
$140K - $143K
|
247K
$5.83M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-40.6K- 49.95% |
$955K - $971K
|
40.7K
$959K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.94K+ 29.08% |
$69.3K - $70.4K
|
13.1K
$308K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2KNew |
$241K - $245K
|
10.2K
$241K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
35.2KNew |
$829K - $843K
|
35.2K
$831K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24.4K- 52.72% |
$573K - $583K
|
21.8K
$515K
|
|