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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.41K+ 1.82% |
$33.1K - $33.7K
|
78.8K
$1.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.36K+ 3.95% |
$31.9K - $32.5K
|
35.7K
$842K
|
|
|
Nov 10, 2025
Q3 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
1.3K+ 1.35% |
$30.7K - $31.3K
|
97.6K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.21K+ 6.57% |
$28.6K - $29.1K
|
19.7K
$464K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.18K+ 8.79% |
$27.8K - $28.3K
|
14.6K
$344K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.16K+ 2.59% |
$27.4K - $27.9K
|
46.1K
$1.09M
|
|
|
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 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.1K+ 9.42% |
$25.8K - $26.3K
|
12.7K
$301K
|
|
|
Nov 04, 2025
Q3 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.01K+ 2.47% |
$23.7K - $24.2K
|
41.8K
$987K
|
|
|
Nov 13, 2025
Q3 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1K+ 3.74% |
$23.5K - $24K
|
27.8K
$655K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
871+ 8.04% |
$20.5K - $20.9K
|
11.7K
$276K
|
|
|
Nov 13, 2025
Q3 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
866+ 0.31% |
$20.4K - $20.8K
|
277K
$6.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
846+ 15.64% |
$19.9K - $20.3K
|
6.26K
$148K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
837New |
$19.7K - $20.1K
|
837
$19.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
826+ 3.08% |
$19.4K - $19.8K
|
27.6K
$652K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
804New |
$18.9K - $19.3K
|
804
$19K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
799+ 7.22% |
$18.8K - $19.2K
|
11.9K
$280K
|
|
|
Nov 04, 2025
Q3 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
755+ 1.3% |
$17.8K - $18.1K
|
58.8K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
715+ 4.48% |
$16.8K - $17.1K
|
16.7K
$393K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
664+ 0.41% |
$15.6K - $15.9K
|
164K
$3.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
648+ 5.29% |
$15.3K - $15.5K
|
12.9K
$304K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
641New |
$15.1K - $15.4K
|
641
$15.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
633+ 89.15% |
$14.9K - $15.2K
|
1.34K
$31.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
628+ 22.81% |
$14.8K - $15.1K
|
3.38K
$79.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
593New |
$14K - $14.2K
|
593
$14K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
590+ 3.53% |
$13.9K - $14.1K
|
17.3K
$408K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
586+ 3.24% |
$13.8K - $14K
|
18.7K
$441K
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
586+ 1.66% |
$13.8K - $14K
|
36K
$849K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
570+ 2.0% |
$13.4K - $13.7K
|
29.1K
$686K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
522+ 4.32% |
$12.3K - $12.5K
|
12.6K
$297K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$11.8K - $12K
|
500
$11.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
460New |
$10.8K - $11K
|
460
$10.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
454+ 1.54% |
$10.7K - $10.9K
|
29.9K
$706K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
434+ 3.26% |
$10.2K - $10.4K
|
13.8K
$325K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
421+ 0.9% |
$9.91K - $10.1K
|
47.2K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
413New |
$9.72K - $9.9K
|
413
$9.74K
|
|
|
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
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
358+ 3.99% |
$8.43K - $8.58K
|
9.33K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
336New |
$7.91K - $8.05K
|
336
$7.93K
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
330+ 2.04% |
$7.77K - $7.91K
|
16.5K
$390K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
282New |
$6.64K - $6.76K
|
282
$6.65K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
265+ 473.21% |
$6.24K - $6.35K
|
321
$7.57K
|
|
|
Nov 13, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
260+ 1.7% |
$6.12K - $6.23K
|
15.5K
$366K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
256New |
$6.03K - $6.14K
|
256
$6.04K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
224+ 1.53% |
$5.27K - $5.37K
|
14.9K
$351K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200+ 2.81% |
$4.71K - $4.79K
|
7.31K
$172K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
197New |
$4.64K - $4.72K
|
197
$4.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
197+ 1.26% |
$4.64K - $4.72K
|
15.9K
$374K
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
194+ 15.2% |
$4.57K - $4.65K
|
1.47K
$34.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
186+ 0.84% |
$4.38K - $4.46K
|
22.4K
$529K
|
|