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 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
333K+ 24.25% |
$7.85M - $7.98M
|
1.71M
$40.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
164K+ 4.38% |
$3.86M - $3.93M
|
3.91M
$92.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
150KNew |
$3.52M - $3.58M
|
150K
$3.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
126KNew |
$2.97M - $3.02M
|
126K
$2.98M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
51.8K+ 27.59% |
$1.22M - $1.24M
|
240K
$5.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
BUY
|
- |
42.4K+ 29.9% |
$998K - $1.01M
|
184K
$4.34M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
38.8K+ 54.77% |
$914K - $929K
|
110K
$2.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.4K+ 24.64% |
$857K - $871K
|
184K
$4.34M
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
35.2KNew |
$829K - $843K
|
35.2K
$831K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
31.6K+ 24.75% |
$745K - $757K
|
159K
$3.76M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
24.6K+ 6.73% |
$578K - $588K
|
390K
$9.19M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
22K+ 3.83% |
$519K - $527K
|
597K
$14.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
18.1KNew |
$427K - $434K
|
18.1K
$428K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
17.7KNew |
$416K - $423K
|
17.7K
$417K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
16.4K+ 42.46% |
$385K - $392K
|
54.9K
$1.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
14.2KNew |
$335K - $341K
|
14.2K
$336K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
13.9KNew |
$327K - $332K
|
13.9K
$328K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.3K+ 15.66% |
$267K - $271K
|
83.6K
$1.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
10.9K+ 41.34% |
$258K - $262K
|
37.4K
$883K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.2KNew |
$241K - $245K
|
10.2K
$241K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.52KNew |
$224K - $228K
|
9.52K
$225K
|
|
|
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 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
7.36KNew |
$173K - $176K
|
7.36K
$174K
|
|
|
Jan 14, 2026
Q4 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
5.92K+ 4.41% |
$139K - $142K
|
140K
$3.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.87K+ 7.44% |
$138K - $140K
|
84.7K
$2M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.36K+ 14.66% |
$126K - $128K
|
41.9K
$989K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.23K+ 36.91% |
$123K - $125K
|
19.4K
$458K
|
|
|
Jan 15, 2026
Q4 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
5.02K+ 1.41% |
$118K - $120K
|
360K
$8.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.36K+ 31.03% |
$79K - $80.3K
|
14.2K
$334K
|
|
|
Jan 08, 2026
Q4 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
2.94K+ 29.08% |
$69.3K - $70.4K
|
13.1K
$308K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.84K+ 6.87% |
$66.8K - $67.9K
|
44.2K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2.65K+ 1.52% |
$62.4K - $63.4K
|
177K
$4.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.32K+ 39.13% |
$31.1K - $31.7K
|
4.7K
$111K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.25K+ 9.52% |
$29.5K - $30K
|
14.4K
$340K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.23K+ 7.0% |
$28.9K - $29.4K
|
18.8K
$442K
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
435+ 1.57% |
$10.2K - $10.4K
|
28.1K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Scott Capital Advisors, LLC
|
BUY
|
- |
77+ 0.68% |
$1.81K - $1.84K
|
11.4K
$268K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 5.99% |
$636 - $646
|
478
$11.3K
|
|
| 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
|
|
|
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
|
|