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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
768K+ 5.12% |
$17.9M - $18.4M
|
15.8M
$369M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.41KNew |
$56.2K - $57.8K
|
2.41K
$56.5K
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
550KNew |
$12.8M - $13.2M
|
550K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
608K+ 13.56% |
$14.2M - $14.5M
|
5.09M
$119M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.5K- 64.18% |
$58.2K - $59.8K
|
1.4K
$32.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.77K+ 34.96% |
$87.8K - $90.3K
|
14.6K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
495New |
$11.5K - $11.8K
|
495
$11.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
907+ 7.92% |
$21.1K - $21.7K
|
12.4K
$289K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.93K+ 17.21% |
$91.4K - $93.9K
|
26.7K
$626K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24.8K+ 10.61% |
$578K - $594K
|
258K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
415+ 2.87% |
$9.67K - $9.93K
|
14.9K
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.9K+ 67.85% |
$580K - $596K
|
61.6K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
65.9KNew |
$1.54M - $1.58M
|
65.9K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
476+ 3.86% |
$11.1K - $11.4K
|
12.8K
$300K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-947- 4.71% |
$22.1K - $22.7K
|
19.2K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.7K+ 118.41% |
$715K - $735K
|
56.7K
$1.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-574K- 90.5% |
$13.4M - $13.7M
|
60.3K
$1.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208K- 72.64% |
$4.85M - $4.99M
|
78.5K
$1.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41K+ 69.34% |
$956K - $982K
|
100K
$2.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
446KNew |
$10.4M - $10.7M
|
446K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
49.1K+ 3.97% |
$1.14M - $1.17M
|
1.29M
$30.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
9.42K+ 12.57% |
$219K - $225K
|
84.3K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.28K- 8.31% |
$29.9K - $30.7K
|
14.2K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
446KNew |
$10.4M - $10.7M
|
446K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.42K+ 19.18% |
$79.5K - $81.7K
|
21.2K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 34.89% |
$760K - $781K
|
126K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.17K- 1.95% |
$120K - $124K
|
260K
$6.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
19.6KNew |
$456K - $468K
|
19.6K
$458K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-92- 0.32% |
$2.14K - $2.2K
|
29K
$679K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
387+ 3.28% |
$9.01K - $9.26K
|
12.2K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77.8K+ 22.64% |
$1.81M - $1.86M
|
422K
$9.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
96.9K+ 49.44% |
$2.26M - $2.32M
|
293K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.18K+ 16.45% |
$97.4K - $100K
|
29.6K
$693K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
634+ 1.35% |
$14.8K - $15.2K
|
47.4K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
111KNew |
$2.59M - $2.67M
|
111K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18+ 1.87% |
$419 - $431
|
982
$23K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-270- 1.98% |
$6.29K - $6.46K
|
13.3K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.52K- 30.07% |
$35.3K - $36.3K
|
3.52K
$82.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 1.69% |
$296K - $304K
|
739K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.56K- 19.68% |
$153K - $157K
|
26.8K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$14K - $14.4K
|
600
$14K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 25.05% |
$795K - $817K
|
170K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
125+ 7.41% |
$2.91K - $2.99K
|
1.81K
$42.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.55K+ 16.94% |
$106K - $109K
|
31.4K
$735K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.46K+ 11.91% |
$104K - $107K
|
42K
$982K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
466KNew |
$10.9M - $11.2M
|
466K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.2KNew |
$308K - $317K
|
13.2K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-355- 23.23% |
$8.27K - $8.5K
|
1.17K
$27.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 82.4% |
$854K - $877K
|
81.1K
$1.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.5KNew |
$314K - $323K
|
13.5K
$316K
|