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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3.5K+ 70.0% |
$81.6K - $83.4K
|
8.5K
$201K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
2.17K+ 103.38% |
$50.7K - $51.8K
|
4.28K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.64KNew |
$38.1K - $39K
|
1.64K
$38.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.47KNew |
$34.3K - $35.1K
|
1.47K
$34.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.12KNew |
$26K - $26.6K
|
1.12K
$26.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.11K+ 4.27% |
$25.9K - $26.5K
|
27.1K
$640K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
1.04KNew |
$24.3K - $24.9K
|
1.04K
$24.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
685+ 2.81% |
$16K - $16.3K
|
25.1K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
500New |
$11.7K - $11.9K
|
500
$11.8K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
464New |
$10.8K - $11.1K
|
464
$10.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
435New |
$10.1K - $10.4K
|
435
$10.3K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
430+ 11.71% |
$10K - $10.3K
|
4.1K
$96.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
229New |
$5.34K - $5.46K
|
229
$5.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
210+ 1.48% |
$4.9K - $5.01K
|
14.4K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
197New |
$4.59K - $4.7K
|
197
$4.65K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
151New |
$3.52K - $3.6K
|
151
$3.56K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
135New |
$3.15K - $3.22K
|
135
$3.18K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
114New |
$2.66K - $2.72K
|
114
$2.69K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
43New |
$1K - $1.03K
|
43
$1.01K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
27New |
$630 - $644
|
27
$637
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 2.44% |
$560 - $572
|
1.01K
$23.7K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$233 - $238
|
10
$236
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
466KNew |
$10.9M - $11.2M
|
466K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
446KNew |
$10.4M - $10.7M
|
446K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
194KNew |
$4.52M - $4.65M
|
194K
$4.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Fjell Capital, LLC
Fargo, ND |
BUY
|
- |
127KNew |
$2.97M - $3.05M
|
127K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
103KNew |
$2.39M - $2.45M
|
103K
$2.42M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
27.9KNew |
$650K - $668K
|
27.9K
$658K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23KNew |
$536K - $550K
|
23K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.2KNew |
$308K - $317K
|
13.2K
$312K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
11.1KNew |
$257K - $264K
|
11.1K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$253K - $260K
|
10.9K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.8K+ 4.26% |
$251K - $258K
|
263K
$6.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$204K - $210K
|
8.76K
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.58K+ 2.48% |
$176K - $181K
|
314K
$7.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.55K+ 16.94% |
$106K - $109K
|
31.4K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.77K+ 34.96% |
$87.8K - $90.3K
|
14.6K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.68K+ 4.55% |
$62.3K - $64.1K
|
61.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.53K+ 8.43% |
$58.9K - $60.5K
|
32.5K
$767K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1K+ 10.92% |
$48.9K - $50.3K
|
21.3K
$503K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$47.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$30.8K - $31.6K
|
1.32K
$31.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.19K+ 10.18% |
$27.7K - $28.5K
|
12.9K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
800New |
$18.6K - $19.1K
|
800
$18.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
767New |
$17.9K - $18.4K
|
767
$18.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
600New |
$14K - $14.4K
|
600
$14.2K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
556New |
$12.9K - $13.3K
|
556
$13.1K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
342New |
$7.97K - $8.18K
|
342
$8.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
310+ 2.4% |
$7.22K - $7.42K
|
13.2K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.23K
|
|