Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.5K+ 33.07% |
$1.1M - $1.12M
|
191K
$4.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
46.7K+ 8.04% |
$1.08M - $1.1M
|
628K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
45.9K+ 42.24% |
$1.06M - $1.08M
|
154K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
44.8K+ 37.26% |
$1.04M - $1.05M
|
165K
$3.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
43.2KNew |
$1M - $1.02M
|
43.2K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
38.7KNew |
$894K - $909K
|
38.7K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
37.7KNew |
$872K - $887K
|
37.7K
$894K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
37.1KNew |
$857K - $872K
|
37.1K
$879K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
33.8K+ 36.37% |
$782K - $795K
|
127K
$3.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
32.4K+ 39.97% |
$750K - $762K
|
113K
$2.69M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
31.5KNew |
$729K - $741K
|
31.5K
$747K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.4KNew |
$727K - $739K
|
31.4K
$745K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
30.4K+ 36.57% |
$703K - $715K
|
113K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.8KNew |
$573K - $582K
|
24.8K
$587K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23KNew |
$532K - $541K
|
23K
$545K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.1K+ 9.55% |
$512K - $521K
|
254K
$6.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.9K+ 9.0% |
$506K - $515K
|
265K
$6.28M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
21.4K+ 142.64% |
$495K - $503K
|
36.4K
$863K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21.3KNew |
$492K - $500K
|
21.3K
$505K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.3K+ 5.14% |
$492K - $500K
|
435K
$10.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 73.98% |
$461K - $469K
|
46.9K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
19.6K+ 18.91% |
$453K - $461K
|
123K
$2.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
17.4KNew |
$403K - $410K
|
17.4K
$413K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.4KNew |
$378K - $385K
|
16.4K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14.3K+ 40.44% |
$330K - $335K
|
49.5K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14K+ 2.68% |
$325K - $330K
|
539K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
13.8K+ 2.14% |
$320K - $325K
|
658K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
13.8K+ 20.64% |
$320K - $325K
|
80.7K
$1.91M
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
13.8K+ 1.83% |
$319K - $325K
|
768K
$18.2M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
13.6KNew |
$315K - $320K
|
13.6K
$322K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.5KNew |
$313K - $318K
|
13.5K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13K+ 226.2% |
$301K - $306K
|
18.8K
$446K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
13K+ 82.87% |
$301K - $306K
|
28.7K
$680K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.8KNew |
$296K - $301K
|
12.8K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$285K - $289K
|
12.3K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.2K+ 30.31% |
$283K - $288K
|
52.6K
$1.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.1K+ 20.42% |
$279K - $284K
|
71.1K
$1.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.7KNew |
$270K - $275K
|
11.7K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
11.6KNew |
$269K - $273K
|
11.6K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.5KNew |
$267K - $271K
|
11.5K
$274K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$263K - $267K
|
11.4K
$270K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.4K+ 36.33% |
$263K - $267K
|
42.6K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
11.3KNew |
$260K - $265K
|
11.3K
$267K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
10.5K+ 6.23% |
$243K - $247K
|
179K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10.5K+ 24.34% |
$242K - $246K
|
53.5K
$1.27M
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
10.5K+ 28.28% |
$242K - $246K
|
47.5K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10.3KNew |
$238K - $241K
|
10.3K
$244K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.2K+ 23.8% |
$236K - $240K
|
53K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10K+ 103.67% |
$232K - $236K
|
19.7K
$468K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
9.98K+ 9.2% |
$231K - $235K
|
119K
$2.81M
|