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 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
51+ 0.35% |
$1.14K - $1.19K
|
14.6K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$1.11K - $1.17K
|
50
$1.19K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 8.13% |
$580 - $608
|
346
$8.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 0.9% |
$334 - $351
|
1.68K
$39.8K
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12+ 0.06% |
$267 - $281
|
19.7K
$466K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9+ 0.03% |
$201 - $211
|
31.3K
$742K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 1.11% |
$201 - $211
|
821
$19.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
7+ 0.06% |
$156 - $164
|
10.9K
$258K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
5+ 0.14% |
$111 - $117
|
3.69K
$87.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.66% |
$44.6 - $46.8
|
307
$7.28K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.18% |
$22.3 - $23.4
|
543
$12.9K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-59- 2.46% |
$1.32K - $1.38K
|
2.34K
$55.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-81- 11.16% |
$1.81K - $1.9K
|
645
$15.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-93- 0.39% |
$2.07K - $2.18K
|
23.7K
$561K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-128- 1.11% |
$2.85K - $3K
|
11.4K
$270K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-170- 1.69% |
$3.79K - $3.98K
|
9.91K
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-182- 1.22% |
$4.06K - $4.26K
|
14.7K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-243- 0.88% |
$5.42K - $5.69K
|
27.5K
$652K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-386- 64.44% |
$8.6K - $9.03K
|
213
$5.05K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-876- 5.12% |
$19.5K - $20.5K
|
16.2K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-989- 0.88% |
$22K - $23.1K
|
112K
$2.65M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.1K- 2.44% |
$24.5K - $25.7K
|
43.9K
$1.04M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.18K- 99.92% |
$26.4K - $27.7K
|
1
$23.7
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.36KClosed |
$30.2K - $31.7K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.98K- 27.42% |
$44K - $46.2K
|
5.23K
$124K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.36K- 8.6% |
$52.6K - $55.2K
|
25.1K
$594K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.41K- 44.37% |
$53.6K - $56.3K
|
3.02K
$71.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.41K- 1.6% |
$53.7K - $56.3K
|
148K
$3.51M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.41K- 86.11% |
$53.7K - $56.4K
|
389
$9.22K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.09K- 2.53% |
$68.9K - $72.3K
|
119K
$2.81M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.24K- 22.91% |
$72.2K - $75.8K
|
10.9K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-3.61K- 3.26% |
$80.4K - $84.5K
|
107K
$2.54M
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-4.01K- 2.99% |
$89.3K - $93.8K
|
130K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.42K- 20.43% |
$98.5K - $103K
|
17.2K
$408K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.31K- 7.52% |
$118K - $124K
|
65.4K
$1.55M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-7.81K- 98.8% |
$174K - $183K
|
95
$2.25K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-8.43K- 28.69% |
$188K - $197K
|
21K
$497K
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-10.9K- 15.77% |
$244K - $256K
|
58.4K
$1.39M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-13.8K- 3.08% |
$308K - $323K
|
435K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-14.1K- 29.51% |
$313K - $329K
|
33.6K
$796K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20.4K- 36.16% |
$454K - $476K
|
36K
$852K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 9.38% |
$522K - $548K
|
226K
$5.36M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-33.5K- 32.19% |
$746K - $783K
|
70.5K
$1.67M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-47.1K- 58.65% |
$1.05M - $1.1M
|
33.2K
$787K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-47.8K- 12.08% |
$1.07M - $1.12M
|
348K
$8.24M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-48.8K- 42.76% |
$1.09M - $1.14M
|
65.4K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.2K- 20.89% |
$1.36M - $1.43M
|
232K
$5.49M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-71K- 99.97% |
$1.58M - $1.66M
|
23
$545
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-71.4K- 9.94% |
$1.59M - $1.67M
|
646K
$15.3M
|