Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
705K+ 536.41% |
$15.7M - $17.8M
|
836K
$19.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
645K+ 1172.41% |
$14.4M - $16.3M
|
700K
$16.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
566K+ 116.77% |
$12.6M - $14.3M
|
1.05M
$24.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
306K+ 18.98% |
$6.84M - $7.72M
|
1.92M
$45.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
290K+ 101.18% |
$6.47M - $7.31M
|
576K
$13.6M
|
|
|
Jul 21, 2022
Q2 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
274KNew |
$6.12M - $6.91M
|
274K
$6.44M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
257KNew |
$5.74M - $6.47M
|
257K
$6.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
254KNew |
$5.67M - $6.41M
|
254K
$5.97M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
238K+ 203.41% |
$5.33M - $6.01M
|
356K
$8.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
136K+ 938.64% |
$3.03M - $3.43M
|
150K
$3.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
106KNew |
$2.37M - $2.68M
|
106K
$2.5M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
106KNew |
$2.37M - $2.68M
|
106K
$2.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.3K+ 269.98% |
$1.26M - $1.42M
|
77.1K
$1.81M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.4K+ 95.51% |
$969K - $1.09M
|
88.8K
$2.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
40K+ 25.18% |
$894K - $1.01M
|
199K
$4.68M
|
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
40K+ 4640.26% |
$894K - $1.01M
|
40.9K
$961K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
32.1KNew |
$717K - $809K
|
32.1K
$754K
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
25.9K+ 5.56% |
$579K - $654K
|
492K
$11.6M
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
25.6KNew |
$572K - $646K
|
25.6K
$602K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
24.9KNew |
$557K - $628K
|
24.9K
$586K
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
BUY
|
- |
22.7K+ 124.64% |
$507K - $573K
|
40.9K
$963K
|
|
|
Aug 08, 2022
Q2 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
22.7K+ 46.19% |
$507K - $572K
|
71.8K
$1.69M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20KNew |
$448K - $505K
|
20K
$471K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17.7K+ 127.58% |
$395K - $445K
|
31.5K
$741K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
17.6K+ 161.55% |
$393K - $443K
|
28.5K
$670K
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
17.4K+ 9.52% |
$389K - $440K
|
201K
$4.72M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
17K+ 21.52% |
$379K - $428K
|
95.8K
$2.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16KNew |
$358K - $404K
|
16K
$376K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.1K+ 68.01% |
$338K - $382K
|
37.4K
$880K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14.8K+ 6.22% |
$331K - $374K
|
253K
$5.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
14.6KNew |
$327K - $369K
|
14.6K
$344K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.4K+ 134.26% |
$321K - $362K
|
25.1K
$590K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.9KNew |
$265K - $299K
|
11.9K
$279K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.1KNew |
$227K - $256K
|
10.1K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.45KNew |
$211K - $238K
|
9.45K
$222K
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
8.33K+ 4.17% |
$186K - $210K
|
208K
$4.89M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.65K+ 70.54% |
$171K - $193K
|
18.5K
$435K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.19KNew |
$161K - $181K
|
7.19K
$169K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7.15KNew |
$160K - $180K
|
7.15K
$168K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
4.89K+ 31.62% |
$109K - $123K
|
20.4K
$479K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.25KNew |
$94.9K - $107K
|
4.25K
$99.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.12K+ 58.31% |
$92.1K - $104K
|
11.2K
$263K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.02KNew |
$89.8K - $101K
|
4.02K
$94.6K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.88KNew |
$86.6K - $97.8K
|
3.88K
$91.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
2.56K+ 1898.52% |
$57.3K - $64.6K
|
2.7K
$63.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.28KNew |
$51K - $57.6K
|
2.28K
$53.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2KNew |
$44.7K - $50.4K
|
2K
$47K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.91K+ 9.55% |
$42.7K - $48.2K
|
22K
$516K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.91K+ 17.06% |
$42.6K - $48.1K
|
13.1K
$308K
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.83K+ 327.06% |
$40.8K - $46K
|
2.38K
$56K
|