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 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.4K- 12.26% |
$102K - $105K
|
31.5K
$737K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
6.94K+ 3.64% |
$162K - $166K
|
197K
$4.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
134+ 1.05% |
$3.12K - $3.21K
|
12.9K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.1K+ 92.96% |
$771K - $793K
|
68.8K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23KNew |
$536K - $550K
|
23K
$538K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
374K+ 318.86% |
$8.7M - $8.94M
|
491K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.32K+ 28.22% |
$100K - $103K
|
19.6K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-71- 13.12% |
$1.65K - $1.7K
|
470
$11K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.1K+ 68480.0% |
$399K - $410K
|
17.1K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-311- 45.74% |
$7.24K - $7.44K
|
369
$8.64K
|
|
|
Jan 24, 2025
Q4 2024
|
Sunesis Advisors, LLC
|
SELL
|
- |
-29.3K- 25.85% |
$683K - $702K
|
84.1K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.64K+ 100.0% |
$225K - $231K
|
19.3K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.19K- 5.49% |
$74.3K - $76.4K
|
54.9K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30.5K+ 184.47% |
$711K - $730K
|
47K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.17K+ 13.02% |
$27.3K - $28.1K
|
10.2K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.9KNew |
$604K - $620K
|
25.9K
$607K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-777- 7.94% |
$18.1K - $18.6K
|
9K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
344+ 1.93% |
$8.01K - $8.23K
|
18.1K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-380- 2.33% |
$8.85K - $9.09K
|
15.9K
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-420- 1.07% |
$9.78K - $10.1K
|
38.7K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74New |
$1.72K - $1.77K
|
74
$1.73K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
85.4KNew |
$1.99M - $2.04M
|
85.4K
$2M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-270- 2.42% |
$6.29K - $6.46K
|
10.9K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
264+ 2.15% |
$6.15K - $6.32K
|
12.6K
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.84K- 2.53% |
$66.1K - $68K
|
109K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.7K+ 47.88% |
$1.46M - $1.5M
|
194K
$4.53M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
636+ 7.51% |
$14.8K - $15.2K
|
9.1K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
153KNew |
$3.57M - $3.67M
|
153K
$3.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.4K+ 5.31% |
$243K - $250K
|
207K
$4.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 16.95% |
$273K - $281K
|
81K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.98K- 3.71% |
$69.4K - $71.3K
|
77.2K
$1.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.53K- 2.84% |
$129K - $132K
|
189K
$4.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.48K+ 9964.44% |
$104K - $107K
|
4.53K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-172K- 77.57% |
$4.01M - $4.12M
|
49.8K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.81K+ 11.55% |
$88.8K - $91.2K
|
36.8K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-187- 0.25% |
$4.36K - $4.47K
|
73.2K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
531+ 0.45% |
$12.4K - $12.7K
|
118K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
300K+ 26.09% |
$6.98M - $7.17M
|
1.45M
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-18.4K- 23.73% |
$429K - $441K
|
59.3K
$1.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.5KNew |
$245K - $252K
|
10.5K
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
441K+ 22.35% |
$10.3M - $10.5M
|
2.41M
$56.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
105K+ 46.8% |
$2.46M - $2.52M
|
331K
$7.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.9KNew |
$999K - $1.03M
|
42.9K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
943+ 7.54% |
$22K - $22.6K
|
13.4K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.6K+ 6.24% |
$271K - $279K
|
198K
$4.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.2K+ 22.07% |
$563K - $578K
|
134K
$3.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.09K+ 6.18% |
$71.9K - $73.9K
|
53K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.21K+ 17.95% |
$121K - $125K
|
34.2K
$801K
|