Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
6.7MNew |
$149M - $157M
|
6.7M
$160M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.54M+ 358.29% |
$56.5M - $59.3M
|
3.24M
$77.4M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
975KNew |
$21.7M - $22.8M
|
975K
$23.3M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
505K+ 3174.02% |
$11.2M - $11.8M
|
520K
$12.4M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
495K+ 573.74% |
$11M - $11.6M
|
582K
$13.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
290K+ 128.46% |
$6.46M - $6.78M
|
515K
$12.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
241K+ 9.62% |
$5.37M - $5.63M
|
2.74M
$65.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
216KNew |
$4.82M - $5.06M
|
216K
$5.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
193K+ 22.36% |
$4.3M - $4.52M
|
1.06M
$25.2M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
152KNew |
$3.39M - $3.56M
|
152K
$3.63M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 87.99% |
$3.11M - $3.26M
|
298K
$7.11M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
113K+ 384.65% |
$2.52M - $2.65M
|
143K
$3.4M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
107K+ 11.55% |
$2.38M - $2.5M
|
1.03M
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
81.6K+ 233.43% |
$1.82M - $1.91M
|
117K
$2.78M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
72K+ 312982.62% |
$1.6M - $1.68M
|
72K
$1.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
65.7K+ 550.81% |
$1.46M - $1.54M
|
77.6K
$1.85M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
61.7KNew |
$1.38M - $1.44M
|
61.7K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
48.8K+ 256.28% |
$1.09M - $1.14M
|
67.8K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
46.5KNew |
$1.04M - $1.09M
|
46.5K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
46.4K+ 5.16% |
$1.03M - $1.09M
|
945K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46KNew |
$1.03M - $1.08M
|
46K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 40.75% |
$855K - $898K
|
133K
$3.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
34K+ 60.2% |
$758K - $796K
|
90.5K
$2.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
33.7KNew |
$751K - $788K
|
33.7K
$804K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
31.1K+ 93.15% |
$693K - $727K
|
64.4K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
31K+ 28.31% |
$691K - $725K
|
141K
$3.35M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.1KNew |
$650K - $682K
|
29.1K
$695K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
28.9K+ 3663.96% |
$644K - $676K
|
29.7K
$708K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
28.9K+ 3663.96% |
$644K - $676K
|
29.7K
$708K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
26.9K+ 33.81% |
$599K - $629K
|
106K
$2.54M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.9KNew |
$599K - $629K
|
26.9K
$641K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
25.8KNew |
$575K - $603K
|
25.8K
$615K
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25.3K+ 4.71% |
$563K - $591K
|
562K
$13.4M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21.3KNew |
$475K - $499K
|
21.3K
$509K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
19.2K+ 132.86% |
$427K - $448K
|
33.6K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.2K+ 52.55% |
$427K - $448K
|
55.6K
$1.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
17.6KNew |
$393K - $412K
|
17.6K
$421K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.5K+ 24.14% |
$347K - $364K
|
79.9K
$1.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$344K - $361K
|
15.4K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.3K+ 39.03% |
$342K - $359K
|
54.7K
$1.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Toews Corp
|
BUY
|
- |
15KNew |
$334K - $351K
|
15K
$358K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
14.5K+ 58.35% |
$323K - $339K
|
39.3K
$939K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.4KNew |
$321K - $337K
|
14.4K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
14.4K+ 115.93% |
$321K - $337K
|
26.8K
$640K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
13.7K+ 103.39% |
$304K - $320K
|
26.9K
$641K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
13.3K+ 59.2% |
$296K - $311K
|
35.8K
$853K
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
13.1KNew |
$293K - $307K
|
13.1K
$313K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$281K - $295K
|
12.6K
$301K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.6K+ 536.18% |
$281K - $295K
|
15K
$357K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12.3K+ 1.77% |
$274K - $288K
|
705K
$16.8M
|