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 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-22K- 3.87% |
$510K - $518K
|
547K
$13M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-24.1KClosed |
$557K - $566K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-24.1K- 31.19% |
$559K - $568K
|
53.3K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25.5KClosed |
$590K - $600K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-29.6K- 1.3% |
$685K - $697K
|
2.24M
$53.2M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-31.5K- 22.73% |
$729K - $741K
|
107K
$2.54M
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
SELL
|
- |
-32.6K- 32.58% |
$755K - $768K
|
67.5K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-33K- 33.21% |
$762K - $775K
|
66.3K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.5K- 23.05% |
$775K - $788K
|
112K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.1K- 51.31% |
$1.09M - $1.11M
|
44.7K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-50.3K- 33.72% |
$1.16M - $1.18M
|
98.8K
$2.34M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-50.7K- 10.95% |
$1.17M - $1.19M
|
412K
$9.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63.5K- 8.76% |
$1.47M - $1.49M
|
661K
$15.7M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-64.5K- 21.0% |
$1.49M - $1.52M
|
243K
$5.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-74.8K- 19.71% |
$1.73M - $1.76M
|
305K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-79K- 72.35% |
$1.83M - $1.86M
|
30.2K
$717K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-82.6K- 13.12% |
$1.91M - $1.94M
|
547K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-84.6K- 55.7% |
$1.96M - $1.99M
|
67.3K
$1.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-86.9K- 43.7% |
$2.01M - $2.04M
|
112K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-93.3K- 36.29% |
$2.16M - $2.2M
|
164K
$3.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-116K- 49.06% |
$2.69M - $2.74M
|
121K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-124K- 55.96% |
$2.88M - $2.93M
|
97.9K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-129K- 19.6% |
$2.99M - $3.04M
|
530K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-174K- 55.42% |
$4.03M - $4.09M
|
140K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-199K- 31.87% |
$4.59M - $4.67M
|
424K
$10.1M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-219K- 97.7% |
$5.07M - $5.15M
|
5.17K
$123K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-567K- 16.31% |
$13.1M - $13.3M
|
2.91M
$69M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-676K- 44.94% |
$15.6M - $15.9M
|
828K
$19.6M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-731K- 18.27% |
$16.9M - $17.2M
|
3.27M
$77.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-921K- 29.13% |
$21.3M - $21.7M
|
2.24M
$53.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.71M- 76.12% |
$85.9M - $87.3M
|
1.16M
$27.6M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.91M- 21.6% |
$90.4M - $91.9M
|
14.2M
$336M
|