Purchases and Sales Made in Q4 2025 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
468K+ 65.64% |
$11M - $11.2M
|
1.18M
$27.9M
|
|
|
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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
150K+ 14.14% |
$3.52M - $3.58M
|
1.21M
$28.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
126KNew |
$2.97M - $3.02M
|
126K
$2.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
82K+ 50.62% |
$1.93M - $1.96M
|
244K
$5.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
71.8K+ 69.13% |
$1.69M - $1.72M
|
176K
$4.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
58.8KNew |
$1.38M - $1.41M
|
58.8K
$1.39M
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
51.8K+ 27.59% |
$1.22M - $1.24M
|
240K
$5.66M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
47.8K+ 12.7% |
$1.12M - $1.14M
|
424K
$10M
|
|
|
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 23, 2026
Q4 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
33.8K+ 8.13% |
$795K - $808K
|
449K
$10.6M
|
|
|
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 20, 2026
Q4 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
21.1K+ 12.56% |
$497K - $505K
|
189K
$4.46M
|
|
|
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 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
12.4K+ 23.89% |
$291K - $296K
|
64.1K
$1.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11.3K+ 15.66% |
$267K - $271K
|
83.6K
$1.97M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11K+ 4.44% |
$259K - $264K
|
259K
$6.11M
|
|
|
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 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
9.37KNew |
$221K - $224K
|
9.37K
$221K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
9.25K+ 11.46% |
$218K - $221K
|
90K
$2.12M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
9.19K+ 7.05% |
$216K - $220K
|
140K
$3.29M
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
8.36K+ 8.65% |
$197K - $200K
|
105K
$2.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.52K+ 5.25% |
$177K - $180K
|
151K
$3.56M
|
|
|
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 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 1.24% |
$128K - $130K
|
445K
$10.5M
|
|
|
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 23, 2026
Q4 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.54K+ 30.74% |
$83.4K - $84.8K
|
15.1K
$356K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.42K+ 4.41% |
$80.6K - $81.9K
|
81K
$1.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
3.36K+ 31.03% |
$79K - $80.3K
|
14.2K
$334K
|
|
|
Jan 21, 2026
Q4 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.2K+ 3.64% |
$75.2K - $76.5K
|
91K
$2.15M
|
|
|
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
|
|