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
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.66KNew |
$223K - $227K
|
9.66K
$229K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.64KNew |
$223K - $227K
|
9.64K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
9.63KNew |
$223K - $226K
|
9.63K
$228K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
9.41KNew |
$218K - $221K
|
9.41K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.18KNew |
$212K - $216K
|
9.18K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.11KNew |
$211K - $214K
|
9.11K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$211K - $214K
|
9.1K
$216K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.95K+ 71.43% |
$207K - $211K
|
21.5K
$510K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.88K+ 38.04% |
$206K - $209K
|
32.2K
$764K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.77K+ 83.78% |
$203K - $206K
|
19.2K
$456K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
8.38K+ 8.92% |
$194K - $197K
|
102K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.15K+ 7.31% |
$189K - $192K
|
120K
$2.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.87KNew |
$159K - $162K
|
6.87K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.64K+ 5.87% |
$154K - $156K
|
120K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.1K+ 2.27% |
$141K - $144K
|
275K
$6.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5.85K+ 17.72% |
$135K - $138K
|
38.9K
$922K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.74K+ 60.25% |
$133K - $135K
|
15.3K
$362K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.66K+ 129.78% |
$131K - $133K
|
10K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.1K+ 50.59% |
$118K - $120K
|
15.2K
$360K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
5.08K+ 4.4% |
$117K - $119K
|
120K
$2.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5.04KNew |
$117K - $119K
|
5.04K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5K+ 3088.27% |
$116K - $118K
|
5.17K
$123K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
4.68K+ 1.93% |
$108K - $110K
|
247K
$5.86M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.64K+ 2053.54% |
$107K - $109K
|
4.87K
$115K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.33K+ 13.22% |
$100K - $102K
|
37.1K
$880K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.16K+ 4.02% |
$96.3K - $97.9K
|
108K
$2.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.09K+ 42.39% |
$94.7K - $96.3K
|
13.7K
$326K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.98K+ 220.99% |
$92.1K - $93.6K
|
5.78K
$137K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.62K+ 3.44% |
$83.8K - $85.2K
|
109K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.34K+ 36.18% |
$77.4K - $78.6K
|
12.6K
$298K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.76K+ 10.28% |
$63.9K - $64.9K
|
29.6K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.66K+ 16.8% |
$61.5K - $62.5K
|
18.5K
$438K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.5K+ 16.67% |
$57.9K - $58.8K
|
17.5K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.39K+ 60.48% |
$55.3K - $56.2K
|
6.34K
$150K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.39K+ 4.16% |
$55.2K - $56.1K
|
59.8K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$55K - $55.9K
|
2.38K
$56.4K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.2K+ 12.66% |
$51K - $51.8K
|
19.6K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.15KNew |
$49.8K - $50.6K
|
2.15K
$51K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2KNew |
$46.3K - $47K
|
2K
$47.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.99K+ 1.77% |
$45.9K - $46.7K
|
114K
$2.71M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.87K+ 44.2% |
$43.3K - $44K
|
6.11K
$145K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.83K+ 2.25% |
$42.4K - $43.1K
|
83.3K
$1.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.6K+ 4.98% |
$37.1K - $37.7K
|
33.7K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
1.53K+ 1.15% |
$35.5K - $36.1K
|
135K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.53K+ 3.24% |
$35.5K - $36K
|
48.9K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.47K+ 249.57% |
$33.9K - $34.5K
|
2.05K
$48.7K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.41K+ 13.65% |
$32.6K - $33.2K
|
11.7K
$278K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.28K+ 6.24% |
$29.7K - $30.2K
|
21.9K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.25KNew |
$28.9K - $29.4K
|
1.25K
$29.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 2.19% |
$25.1K - $25.5K
|
50.4K
$1.2M
|