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 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
192+ 0.43% |
$4.48K - $4.58K
|
45.2K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-612- 1.91% |
$14.3K - $14.6K
|
31.5K
$737K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
25KNew |
$583K - $596K
|
25K
$585K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.34K+ 14.72% |
$31.3K - $32K
|
10.5K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-189K- 19.37% |
$4.4M - $4.5M
|
786K
$18.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.17K- 1.94% |
$27.3K - $27.9K
|
59.2K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
5.46K+ 15.56% |
$127K - $130K
|
40.5K
$948K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434K+ 5093.67% |
$10.1M - $10.4M
|
443K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.67K+ 24.8% |
$62.2K - $63.6K
|
13.4K
$314K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.9K+ 5.38% |
$277K - $283K
|
233K
$5.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
84.1K+ 8.83% |
$1.96M - $2M
|
1.04M
$24.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
SELL
|
- |
-33.9K- 72.02% |
$791K - $809K
|
13.2K
$309K
|
|
|
Apr 16, 2025
Q1 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
147+ 1.01% |
$3.43K - $3.5K
|
14.8K
$345K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
67+ 0.08% |
$1.56K - $1.6K
|
82.8K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.44K- 0.25% |
$57K - $58.3K
|
959K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.83K- 10.17% |
$159K - $163K
|
60.3K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
88.1K+ 76.58% |
$2.05M - $2.1M
|
203K
$4.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
123+ 0.56% |
$2.87K - $2.93K
|
22.1K
$517K
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-1.33K- 4.7% |
$31.1K - $31.8K
|
27K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
15.6K+ 11.6% |
$364K - $373K
|
150K
$3.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
56.7K+ 329.93% |
$1.32M - $1.35M
|
73.8K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-675- 1.89% |
$15.7K - $16.1K
|
35.1K
$821K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
457+ 0.1% |
$10.7K - $10.9K
|
446K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
154K+ 21.86% |
$3.59M - $3.67M
|
858K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
14.6KNew |
$340K - $347K
|
14.6K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.7K- 34.64% |
$575K - $588K
|
46.5K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
34.9KNew |
$813K - $831K
|
34.9K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
563+ 0.75% |
$13.1K - $13.4K
|
75.5K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.76K- 14.57% |
$41.1K - $42K
|
10.3K
$242K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
8.22K+ 45.83% |
$192K - $196K
|
26.1K
$612K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.4K+ 4.96% |
$126K - $129K
|
114K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-76- 0.61% |
$1.77K - $1.81K
|
12.3K
$289K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
407+ 2.74% |
$9.49K - $9.7K
|
15.3K
$357K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
8.62KNew |
$201K - $205K
|
8.62K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.2K+ 13.16% |
$379K - $387K
|
140K
$3.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5.33K+ 9.75% |
$124K - $127K
|
60K
$1.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
226K+ 1102.58% |
$5.27M - $5.38M
|
246K
$5.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.36K- 17.29% |
$55.1K - $56.4K
|
11.3K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.49K+ 8.55% |
$81.3K - $83.1K
|
44.2K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
106K+ 24.54% |
$2.48M - $2.53M
|
539K
$12.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 31.89% |
$505K - $517K
|
89.6K
$2.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
25.3KNew |
$591K - $604K
|
25.3K
$593K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.33K+ 6.42% |
$124K - $127K
|
88.2K
$2.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 119822.22% |
$251K - $257K
|
10.8K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-122K- 89.29% |
$2.84M - $2.9M
|
14.6K
$342K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
7.31MNew |
$170M - $174M
|
7.31M
$171M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
152KNew |
$3.53M - $3.61M
|
152K
$3.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.5K+ 58.19% |
$1.36M - $1.4M
|
159K
$3.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.58K- 98.26% |
$36.8K - $37.6K
|
28
$655
|