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 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
150KNew |
$3.52M - $3.58M
|
150K
$3.53M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
BUY
|
- |
42.4K+ 29.9% |
$998K - $1.01M
|
184K
$4.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
35.2KNew |
$829K - $843K
|
35.2K
$831K
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
22K+ 3.83% |
$519K - $527K
|
597K
$14.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.4K+ 42.46% |
$385K - $392K
|
54.9K
$1.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
13.9KNew |
$327K - $332K
|
13.9K
$328K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2KNew |
$241K - $245K
|
10.2K
$241K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
9.19K+ 7.05% |
$216K - $220K
|
140K
$3.29M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.5K+ 5.74% |
$177K - $180K
|
138K
$3.26M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.36K+ 14.66% |
$126K - $128K
|
41.9K
$989K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.94K+ 29.08% |
$69.3K - $70.4K
|
13.1K
$308K
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.32M+ 73.22% |
$102M - $104M
|
10.2M
$241M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.26M+ 10.54% |
$100M - $102M
|
44.6M
$1.05B
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.03MNew |
$71.2M - $72.5M
|
3.03M
$71.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.23M+ 34.6% |
$52.6M - $53.5M
|
8.69M
$205M
|
|
|
Nov 14, 2025
Q3 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
1.4MNew |
$33M - $33.6M
|
1.4M
$33M
|
|
|
Nov 13, 2025
Q3 2025
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1.4M+ 4.96% |
$33M - $33.6M
|
29.7M
$699M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.37M+ 1857418.88% |
$32.4M - $32.9M
|
1.37M
$32.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.37MNew |
$32.4M - $32.9M
|
1.37M
$32.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.26M+ 19.23% |
$29.7M - $30.3M
|
7.84M
$185M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.09M+ 148527.05% |
$25.7M - $26.2M
|
1.09M
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
1.09M+ 129.01% |
$25.6M - $26.1M
|
1.93M
$45.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.05M+ 6.28% |
$24.8M - $25.3M
|
17.8M
$420M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
723K+ 87.64% |
$17M - $17.3M
|
1.55M
$36.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672K+ 108.9% |
$15.8M - $16.1M
|
1.29M
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
644K+ 12.77% |
$15.2M - $15.4M
|
5.69M
$134M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
603K+ 19.63% |
$14.2M - $14.5M
|
3.68M
$86.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
569K+ 43005.3% |
$13.4M - $13.6M
|
570K
$13.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
555KNew |
$13.1M - $13.3M
|
555K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
494K+ 9.54% |
$11.6M - $11.8M
|
5.67M
$134M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
469K+ 18.28% |
$11.1M - $11.3M
|
3.04M
$71.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
415KNew |
$9.78M - $9.96M
|
415K
$9.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
410KNew |
$9.65M - $9.83M
|
410K
$9.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
400K+ 1867.66% |
$9.41M - $9.59M
|
421K
$9.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
368K+ 26.8% |
$8.66M - $8.81M
|
1.74M
$41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
365K+ 116.95% |
$8.58M - $8.74M
|
677K
$16M
|
|
|
Nov 10, 2025
Q3 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
355KNew |
$8.36M - $8.51M
|
355K
$8.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
343KNew |
$8.07M - $8.22M
|
343K
$8.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
325K+ 34.39% |
$7.65M - $7.79M
|
1.27M
$30M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
322K+ 33.8% |
$7.58M - $7.72M
|
1.28M
$30.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
273K+ 170.81% |
$6.42M - $6.53M
|
432K
$10.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
251K+ 54.45% |
$5.92M - $6.03M
|
713K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
240KNew |
$5.65M - $5.76M
|
240K
$5.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Toews Corp
|
BUY
|
- |
239K+ 24.23% |
$5.63M - $5.73M
|
1.23M
$28.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
232K+ 1616.28% |
$5.47M - $5.56M
|
247K
$5.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
228KNew |
$5.36M - $5.45M
|
228K
$5.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
224K+ 20.09% |
$5.28M - $5.38M
|
1.34M
$31.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Cno Financial Group, Inc.
|
BUY
|
- |
211K+ 19.76% |
$4.97M - $5.06M
|
1.28M
$30.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
197K+ 95.27% |
$4.63M - $4.71M
|
403K
$9.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
192K+ 5.92% |
$4.53M - $4.61M
|
3.44M
$81.2M
|
|