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 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-680- 26.26% |
$15.8K - $16.3K
|
1.91K
$45K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.8K+ 4.26% |
$251K - $258K
|
263K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.19K+ 10.18% |
$27.7K - $28.5K
|
12.9K
$304K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.58K+ 2.48% |
$176K - $181K
|
314K
$7.4M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.31KNew |
$99.2K - $104K
|
4.31K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
26.2KNew |
$602K - $629K
|
26.2K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-93.1K- 47.98% |
$2.15M - $2.24M
|
101K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
213New |
$4.91K - $5.12K
|
213
$5.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 8.59% |
$59.3K - $61.9K
|
32.5K
$767K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250New |
$5.76K - $6.02K
|
250
$5.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
704+ 2.79% |
$16.2K - $16.9K
|
25.9K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
132New |
$3.04K - $3.18K
|
132
$3.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$238K - $248K
|
10.3K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
77.8KNew |
$1.79M - $1.87M
|
77.8K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
28.5K+ 12.39% |
$657K - $686K
|
259K
$6.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$24.5K - $25.6K
|
1.06K
$25.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.6KNew |
$567K - $592K
|
24.6K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
320New |
$7.37K - $7.7K
|
320
$7.55K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
242New |
$5.58K - $5.82K
|
242
$5.71K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 4.92% |
$23.3K - $24.3K
|
21.6K
$509K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 29.41% |
$7.14K - $7.46K
|
1.36K
$32.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
179New |
$4.12K - $4.31K
|
179
$4.22K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.34K+ 13.36% |
$146K - $153K
|
53.8K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.38K+ 35.29% |
$170K - $178K
|
28.3K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
362+ 5.58% |
$8.34K - $8.71K
|
6.85K
$162K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.7KNew |
$362K - $378K
|
15.7K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$34.4K - $35.9K
|
1.49K
$35.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
59New |
$1.36K - $1.42K
|
59
$1.39K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.86K+ 2.4% |
$65.8K - $68.7K
|
122K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.87K+ 84.58% |
$204K - $213K
|
19.3K
$456K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.44% |
$392 - $409
|
1.17K
$27.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171New |
$3.94K - $4.11K
|
171
$4.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 0.49% |
$33.4K - $34.8K
|
298K
$7.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 12.43% |
$465K - $485K
|
182K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.67K- 42.88% |
$177K - $185K
|
10.2K
$241K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
21KNew |
$484K - $505K
|
21K
$496K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
98.4K+ 68.73% |
$2.25M - $2.3M
|
242K
$5.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$246K - $252K
|
10.8K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$235K - $240K
|
10.3K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 2.06% |
$91.3 - $93.3
|
198
$4.67K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.49K+ 0.56% |
$79.6K - $81.4K
|
631K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.21KNew |
$27.7K - $28.3K
|
1.21K
$28.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
273+ 1.03% |
$6.23K - $6.37K
|
26.8K
$633K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$539K - $551K
|
23.6K
$557K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.74KNew |
$199K - $204K
|
8.74K
$206K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
10New |
$228 - $233
|
10
$236
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11.4K- 51.28% |
$261K - $267K
|
10.9K
$256K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.3KNew |
$1.26M - $1.29M
|
55.3K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
125+ 1.3% |
$2.85K - $2.92K
|
9.75K
$230K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
256+ 400.0% |
$5.84K - $5.97K
|
320
$7.55K
|
|