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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Sunesis Advisors, LLC
|
SELL
|
- |
-154- 0.18% |
$3.63K - $3.69K
|
84K
$1.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
197+ 1.26% |
$4.64K - $4.72K
|
15.9K
$374K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
132+ 46.15% |
$3.11K - $3.16K
|
418
$9.86K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
385+ 0.33% |
$9.06K - $9.23K
|
119K
$2.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.41K+ 1.82% |
$33.1K - $33.7K
|
78.8K
$1.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10.3K+ 5.8% |
$242K - $246K
|
187K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.41K+ 10.64% |
$221K - $225K
|
97.8K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.06M- 49.28% |
$24.9M - $25.3M
|
1.09M
$25.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.5K+ 9.12% |
$437K - $445K
|
222K
$5.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
6.33K+ 23.21% |
$149K - $152K
|
33.6K
$793K
|
|
|
Nov 04, 2025
Q3 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
5.65K+ 1.46% |
$133K - $135K
|
394K
$9.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
633+ 89.15% |
$14.9K - $15.2K
|
1.34K
$31.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.01K+ 2.47% |
$23.7K - $24.2K
|
41.8K
$987K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
555KNew |
$13.1M - $13.3M
|
555K
$13.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
160K+ 176.36% |
$3.76M - $3.83M
|
250K
$5.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.5KNew |
$82.4K - $83.9K
|
3.5K
$82.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
755+ 1.3% |
$17.8K - $18.1K
|
58.8K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.36K+ 5.87% |
$103K - $104K
|
78.6K
$1.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.97K- 47.51% |
$46.4K - $47.3K
|
2.18K
$51.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
603K+ 19.63% |
$14.2M - $14.5M
|
3.68M
$86.7M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.03K+ 2.58% |
$47.8K - $48.7K
|
80.8K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12KNew |
$283K - $288K
|
12K
$284K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.91KNew |
$139K - $142K
|
5.91K
$140K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
837New |
$19.7K - $20.1K
|
837
$19.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
7.25KNew |
$171K - $174K
|
7.25K
$171K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
115+ 6.84% |
$2.71K - $2.76K
|
1.8K
$42.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
46.7K+ 7.86% |
$1.1M - $1.12M
|
641K
$15.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
11.5KNew |
$271K - $276K
|
11.5K
$272K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-44.1K- 6.79% |
$1.04M - $1.06M
|
606K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
1.55K+ 17.04% |
$36.4K - $37.1K
|
10.6K
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
715+ 4.48% |
$16.8K - $17.1K
|
16.7K
$393K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-60.1K- 19.37% |
$1.41M - $1.44M
|
250K
$5.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-341K- 46.33% |
$8.03M - $8.18M
|
395K
$9.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-74.4K- 32.68% |
$1.75M - $1.78M
|
153K
$3.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
586+ 1.66% |
$13.8K - $14K
|
36K
$849K
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
BUY
|
- |
61.9K+ 23.14% |
$1.46M - $1.48M
|
329K
$7.77M
|
|
|
Nov 03, 2025
Q3 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
7.49K+ 4.38% |
$176K - $180K
|
179K
$4.21M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.11K+ 100.54% |
$26.2K - $26.7K
|
2.22K
$52.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
62.4K+ 56.05% |
$1.47M - $1.5M
|
174K
$4.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-17.3K- 22.11% |
$407K - $415K
|
61K
$1.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.84K- 18.04% |
$43.4K - $44.2K
|
8.37K
$197K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.87K+ 24.75% |
$67.4K - $68.7K
|
14.4K
$341K
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-458- 3.61% |
$10.8K - $11K
|
12.2K
$288K
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
95K+ 1.27% |
$2.24M - $2.28M
|
7.56M
$178M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-107- 1.0% |
$2.52K - $2.56K
|
10.6K
$249K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3.16K+ 1.8% |
$74.5K - $75.8K
|
178K
$4.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
569K+ 43005.3% |
$13.4M - $13.6M
|
570K
$13.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
170K+ 20.17% |
$4M - $4.07M
|
1.01M
$23.9M
|
|