Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
441K+ 22.35% |
$10.3M - $10.5M
|
2.41M
$57.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
374K+ 318.86% |
$8.7M - $8.94M
|
491K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
300K+ 26.09% |
$6.98M - $7.17M
|
1.45M
$34.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
153KNew |
$3.57M - $3.67M
|
153K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
116K+ 13.72% |
$2.7M - $2.78M
|
961K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
108K+ 23.75% |
$2.52M - $2.58M
|
563K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
105K+ 46.8% |
$2.46M - $2.52M
|
331K
$7.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
85.4KNew |
$1.99M - $2.04M
|
85.4K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
63.3K+ 17.13% |
$1.47M - $1.51M
|
433K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.7K+ 47.88% |
$1.46M - $1.5M
|
194K
$4.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.9KNew |
$999K - $1.03M
|
42.9K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30.5K+ 184.47% |
$711K - $730K
|
47K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.9KNew |
$604K - $620K
|
25.9K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
25.9K+ 122.11% |
$603K - $620K
|
47.1K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.2K+ 22.07% |
$563K - $578K
|
134K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
23.7K+ 8.03% |
$552K - $567K
|
319K
$7.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
21.5K+ 17.46% |
$500K - $514K
|
144K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.5KNew |
$477K - $490K
|
20.5K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.9K+ 20.95% |
$463K - $475K
|
115K
$2.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.9K+ 277.79% |
$418K - $429K
|
24.4K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.9KNew |
$418K - $429K
|
17.9K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.1K+ 68480.0% |
$399K - $410K
|
17.1K
$407K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
17.1K+ 3.57% |
$399K - $410K
|
496K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
15K+ 17.9% |
$350K - $360K
|
99K
$2.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.7KNew |
$318K - $327K
|
13.7K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.4KNew |
$289K - $297K
|
12.4K
$295K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 16.95% |
$273K - $281K
|
81K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.6K+ 6.24% |
$271K - $279K
|
198K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.8K+ 4.26% |
$251K - $258K
|
263K
$6.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.5KNew |
$245K - $252K
|
10.5K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.4K+ 5.31% |
$243K - $250K
|
207K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.98K+ 10.11% |
$232K - $239K
|
109K
$2.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.63K+ 13.15% |
$224K - $231K
|
82.9K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.53KNew |
$199K - $204K
|
8.53K
$202K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.15K+ 30.27% |
$190K - $195K
|
35.1K
$832K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.58K+ 2.48% |
$176K - $181K
|
314K
$7.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.99K+ 5.1% |
$139K - $143K
|
123K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.71K+ 6.02% |
$133K - $137K
|
101K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.21K+ 17.95% |
$121K - $125K
|
34.2K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.87K+ 6.26% |
$113K - $116K
|
82.7K
$1.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.48K+ 9964.44% |
$104K - $107K
|
4.53K
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.42K+ 18.45% |
$103K - $106K
|
28.4K
$674K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.32K+ 28.22% |
$100K - $103K
|
19.6K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.18K+ 5.86% |
$97.3K - $100K
|
75.5K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.81K+ 11.55% |
$88.8K - $91.2K
|
36.8K
$874K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.09K+ 6.18% |
$71.9K - $73.9K
|
53K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.2K+ 1.95% |
$51.3K - $52.7K
|
115K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$47.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.76K+ 1.31% |
$41.1K - $42.2K
|
136K
$3.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 4.73% |
$37.6K - $38.6K
|
35.7K
$848K
|