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 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.23K+ 36.91% |
$123K - $125K
|
19.4K
$458K
|
|
|
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
|
Scott Capital Advisors, LLC
|
BUY
|
- |
77+ 0.68% |
$1.81K - $1.84K
|
11.4K
$268K
|
|
|
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
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.52KNew |
$224K - $228K
|
9.52K
$225K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
9.19K+ 7.05% |
$216K - $220K
|
140K
$3.29M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31.6K+ 24.75% |
$745K - $757K
|
159K
$3.76M
|
|
|
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
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
150KNew |
$3.52M - $3.58M
|
150K
$3.53M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
22K+ 3.83% |
$519K - $527K
|
597K
$14.1M
|
|
|
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
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.36K+ 14.66% |
$126K - $128K
|
41.9K
$989K
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.5K+ 5.74% |
$177K - $180K
|
138K
$3.26M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
13.9KNew |
$327K - $332K
|
13.9K
$328K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
23K+ 15.15% |
$542K - $552K
|
175K
$4.13M
|
|
|
Jan 06, 2026
Q3 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-283- 22.02% |
$6.66K - $6.78K
|
1K
$23.6K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
194+ 15.2% |
$4.57K - $4.65K
|
1.47K
$34.7K
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
5.82K+ 3.39% |
$137K - $140K
|
178K
$4.19M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
8.47KNew |
$199K - $203K
|
8.47K
$200K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.24K+ 5.03% |
$170K - $173K
|
151K
$3.57M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2K+ 1098.9% |
$47.1K - $47.9K
|
2.18K
$51.5K
|
|
|
Dec 01, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
51.9K+ 43.47% |
$1.22M - $1.24M
|
171K
$4.04M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.18K- 3.13% |
$51.2K - $52.2K
|
67.3K
$1.59M
|
|
|
Nov 25, 2025
Q3 2025
|
Little Harbor Advisors, LLC
|
SELL
|
- |
-7.96K- 3.15% |
$187K - $191K
|
245K
$5.77M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-1.6K- 1.64% |
$37.7K - $38.4K
|
96K
$2.26M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-18.5K- 92.98% |
$436K - $444K
|
1.4K
$33K
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
29+ 1.83% |
$683 - $695
|
1.62K
$38.2K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-61- 3.67% |
$1.44K - $1.46K
|
1.6K
$37.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.16K+ 2.59% |
$27.4K - $27.9K
|
46.1K
$1.09M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
167+ 1.54% |
$3.93K - $4K
|
11K
$260K
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
8.2K+ 75.93% |
$193K - $197K
|
19K
$448K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 2.81% |
$4.71K - $4.79K
|
7.31K
$172K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
826+ 3.08% |
$19.4K - $19.8K
|
27.6K
$652K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.85K+ 13.71% |
$43.6K - $44.4K
|
15.4K
$363K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
SELL
|
- |
-450- 4.12% |
$10.6K - $10.8K
|
10.5K
$247K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
17.9K+ 3.5% |
$421K - $429K
|
529K
$12.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
69.2K+ 52.07% |
$1.63M - $1.66M
|
202K
$4.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.23M+ 34.6% |
$52.6M - $53.5M
|
8.69M
$205M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
30KNew |
$706K - $719K
|
30K
$708K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
25.4K+ 206.51% |
$597K - $608K
|
37.6K
$888K
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
44KNew |
$1.04M - $1.06M
|
44K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16KNew |
$378K - $384K
|
16K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9KNew |
$305K - $310K
|
12.9K
$305K
|
|