Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
841K+ 186.28% |
$20.6M - $22.3M
|
1.29M
$30.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
492K+ 161.19% |
$12.1M - $13.1M
|
797K
$19M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
403K+ 247.13% |
$9.87M - $10.7M
|
566K
$13.5M
|
|
|
Apr 26, 2022
Q1 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
286KNew |
$7.01M - $7.6M
|
286K
$6.83M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
197K+ 38.72% |
$4.83M - $5.23M
|
706K
$16.9M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
159KNew |
$3.89M - $4.22M
|
159K
$3.79M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
158KNew |
$3.87M - $4.19M
|
158K
$3.77M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
145K+ 25.85% |
$3.55M - $3.85M
|
706K
$16.9M
|
|
|
May 05, 2022
Q1 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
137K+ 220.48% |
$3.36M - $3.64M
|
199K
$4.76M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
117KNew |
$2.87M - $3.11M
|
117K
$2.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
106K+ 136.0% |
$2.59M - $2.8M
|
183K
$4.37M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
103K+ 76.64% |
$2.53M - $2.74M
|
238K
$5.69M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70.7K+ 33.98% |
$1.73M - $1.88M
|
279K
$6.65M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
68.8KNew |
$1.69M - $1.83M
|
68.8K
$1.64M
|
|
|
May 31, 2022
Q1 2022
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
55K+ 113.04% |
$1.35M - $1.46M
|
104K
$2.47M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
49.1KNew |
$1.2M - $1.3M
|
49.1K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
40.9KNew |
$1M - $1.08M
|
40.9K
$975K
|
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35.8K+ 8.32% |
$876K - $950K
|
466K
$11.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
26.6KNew |
$651K - $705K
|
26.6K
$634K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
23.9K+ 27.72% |
$586K - $635K
|
110K
$2.63M
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
20.8KNew |
$510K - $553K
|
20.8K
$497K
|
|
|
Apr 18, 2022
Q1 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
20.4KNew |
$501K - $542K
|
20.4K
$488K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.2KNew |
$348K - $377K
|
14.2K
$339K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.8KNew |
$339K - $367K
|
13.8K
$330K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.2K+ 172.9% |
$323K - $350K
|
20.8K
$497K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12.7K+ 15.04% |
$311K - $337K
|
97K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
11.7KNew |
$287K - $311K
|
11.7K
$280K
|
|
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
11.5K+ 92.29% |
$281K - $305K
|
23.9K
$571K
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$267K - $289K
|
10.9K
$260K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$262K - $284K
|
10.7K
$255K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
9.08KNew |
$222K - $241K
|
9.08K
$217K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.07K+ 56.84% |
$198K - $214K
|
22.3K
$531K
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
8.06K+ 32.37% |
$197K - $214K
|
32.9K
$786K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8KNew |
$196K - $212K
|
8K
$191K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.88K+ 51.36% |
$144K - $156K
|
17.3K
$413K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
5.35K+ 55.29% |
$131K - $142K
|
15K
$359K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5K+ 24.39% |
$122K - $133K
|
25.5K
$608K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.26K+ 26.96% |
$104K - $113K
|
20K
$478K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.23K+ 14.65% |
$104K - $112K
|
33.1K
$790K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.8K+ 55.91% |
$93K - $101K
|
10.6K
$253K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03KNew |
$74.2K - $80.4K
|
3.03K
$72.3K
|
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
BUY
|
- |
2.56K+ 0.53% |
$62.6K - $67.8K
|
485K
$11.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.73K+ 14.53% |
$42.3K - $45.9K
|
13.6K
$325K
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.7KNew |
$41.5K - $45K
|
1.7K
$40.4K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.68K+ 44.73% |
$41.1K - $44.5K
|
5.43K
$130K
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
862New |
$21.1K - $22.9K
|
862
$20.6K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
848+ 28.0% |
$20.8K - $22.5K
|
3.88K
$92.5K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
715New |
$17.5K - $19K
|
715
$17.1K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
586+ 5.5% |
$14.4K - $15.6K
|
11.2K
$268K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
568New |
$13.9K - $15.1K
|
568
$13.6K
|