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
|
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 31, 2025
Q3 2025
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
100+ 0.38% |
$2.35K - $2.4K
|
26.5K
$624K
|
|
|
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 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
9+ 0.09% |
$212 - $216
|
10.1K
$239K
|
|
|
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
|
|
|
Jul 16, 2025
Q2 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
158K+ 23.23% |
$3.54M - $3.76M
|
838K
$19.8M
|
|
|
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 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
10.8KNew |
$242K - $257K
|
10.8K
$255K
|
|
|
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
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
3.07K+ 14.01% |
$68.7K - $73K
|
24.9K
$588K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2.68K+ 44733.33% |
$60.1K - $63.9K
|
2.69K
$63.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.38K+ 19.85% |
$53.3K - $56.6K
|
14.4K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.25K+ 3.4% |
$50.5K - $53.6K
|
68.6K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.1KNew |
$47K - $49.9K
|
2.1K
$49.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.99K+ 2.11% |
$44.6K - $47.4K
|
96.6K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.64K+ 5839.29% |
$36.6K - $38.9K
|
1.66K
$39.2K
|
|