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 |
|---|---|---|---|---|---|---|---|
|
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
|
Western Wealth Management, LLC
|
BUY
|
- |
197+ 1.26% |
$4.64K - $4.72K
|
15.9K
$374K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
197New |
$4.64K - $4.72K
|
197
$4.65K
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Brown Financial Advisory
|
BUY
|
- |
179+ 0.42% |
$4.21K - $4.29K
|
42.3K
$998K
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
173+ 1.63% |
$4.07K - $4.15K
|
10.8K
$254K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
167+ 1.54% |
$3.93K - $4K
|
11K
$260K
|
|
|
Oct 30, 2025
Q3 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
163+ 1.11% |
$3.84K - $3.91K
|
14.8K
$349K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
161+ 0.61% |
$3.79K - $3.86K
|
26.7K
$629K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
159+ 1.63% |
$3.74K - $3.81K
|
9.9K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
132+ 0.83% |
$3.11K - $3.16K
|
16K
$376K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
132+ 46.15% |
$3.11K - $3.16K
|
418
$9.86K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116New |
$2.73K - $2.78K
|
116
$2.74K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
115+ 6.84% |
$2.71K - $2.76K
|
1.8K
$42.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$2.35K - $2.4K
|
100
$2.36K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
96+ 0.83% |
$2.26K - $2.3K
|
11.7K
$276K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
79+ 10.49% |
$1.86K - $1.89K
|
832
$19.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
44New |
$1.04K - $1.05K
|
44
$1.04K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
43+ 0.18% |
$1.01K - $1.03K
|
23.5K
$555K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.39% |
$942 - $959
|
10.2K
$241K
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
29+ 1.83% |
$683 - $695
|
1.62K
$38.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 1.79% |
$518 - $527
|
1.25K
$29.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
20+ 0.07% |
$471 - $479
|
29K
$684K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 4.88% |
$282 - $288
|
258
$6.09K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
9+ 1.76% |
$212 - $216
|
520
$12.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7New |
$165 - $168
|
7
$165
|
|
|
Nov 12, 2025
Q3 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
7+ 0.19% |
$165 - $168
|
3.79K
$89.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5+ 0.05% |
$118 - $120
|
10.2K
$240K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4+ 1.84% |
$94.2 - $95.9
|
221
$5.21K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 14.29% |
$23.5 - $24
|
8
$189
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
300KNew |
$6.72M - $7.14M
|
300K
$7.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
222KNew |
$4.98M - $5.29M
|
222K
$5.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
129KNew |
$2.89M - $3.07M
|
129K
$3.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60.5KNew |
$1.35M - $1.44M
|
60.5K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59.4KNew |
$1.33M - $1.41M
|
59.4K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.4K+ 45.76% |
$725K - $771K
|
103K
$2.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
16.7KNew |
$373K - $396K
|
16.7K
$393K
|
|
|
Aug 07, 2025
Q2 2025
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
15.1KNew |
$339K - $360K
|
15.1K
$357K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
12.2KNew |
$273K - $290K
|
12.2K
$288K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$271K - $288K
|
12.1K
$286K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
10.9KNew |
$243K - $259K
|
10.9K
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Westerkirk Capital Inc.
Victoria, |
BUY
|
- |
9.7KNew |
$217K - $231K
|
9.7K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.75K+ 377.05% |
$129K - $137K
|
7.28K
$172K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
4.33K+ 7.02% |
$97K - $103K
|
66K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.2K+ 71.2% |
$94K - $99.9K
|
10.1K
$238K
|
|