Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
707KNew |
$15.8M - $16.2M
|
707K
$16.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
415K+ 139.33% |
$9.3M - $9.53M
|
713K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
332K+ 310.39% |
$7.44M - $7.62M
|
439K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
218K+ 94.12% |
$4.88M - $5M
|
450K
$10.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
213KNew |
$4.77M - $4.89M
|
213K
$5.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
135KNew |
$3.02M - $3.1M
|
135K
$3.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
118KNew |
$2.63M - $2.7M
|
118K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
97.2K+ 209.29% |
$2.18M - $2.23M
|
144K
$3.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.9K+ 168.2% |
$2.06M - $2.11M
|
147K
$3.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90.3K+ 22.74% |
$2.02M - $2.07M
|
488K
$11.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
83.7K+ 2162.4% |
$1.87M - $1.92M
|
87.6K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.2K+ 97.83% |
$1.75M - $1.79M
|
158K
$3.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
77.4K+ 230.52% |
$1.73M - $1.78M
|
111K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
76.6K+ 13.63% |
$1.72M - $1.76M
|
638K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
71.5KNew |
$1.6M - $1.64M
|
71.5K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
69.2KNew |
$1.55M - $1.59M
|
69.2K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
65.4K+ 124.3% |
$1.46M - $1.5M
|
118K
$2.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
60.4K+ 56.76% |
$1.35M - $1.38M
|
167K
$3.92M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
55.4KNew |
$1.24M - $1.27M
|
55.4K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.1K+ 200.33% |
$1.23M - $1.26M
|
82.6K
$1.94M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.7KNew |
$1.18M - $1.21M
|
52.7K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
48.9KNew |
$1.1M - $1.12M
|
48.9K
$1.15M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
47.5KNew |
$1.06M - $1.09M
|
47.5K
$1.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.1K+ 56.87% |
$988K - $1.01M
|
122K
$2.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.5K+ 61.56% |
$974K - $998K
|
114K
$2.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
40.7K+ 75.38% |
$911K - $933K
|
94.7K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
39.2K+ 85.02% |
$877K - $898K
|
85.2K
$2M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.2K+ 3.6% |
$832K - $853K
|
1.07M
$25.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
36.4K+ 334.24% |
$816K - $836K
|
47.4K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
36K+ 204.37% |
$806K - $826K
|
53.6K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
33.6K+ 233.07% |
$752K - $771K
|
48K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
26.9KNew |
$603K - $618K
|
26.9K
$633K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
25.9K+ 96.41% |
$580K - $594K
|
52.8K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.6KNew |
$529K - $542K
|
23.6K
$555K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.2K+ 17.54% |
$520K - $533K
|
156K
$3.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.8KNew |
$512K - $524K
|
22.8K
$537K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.4KNew |
$456K - $467K
|
20.4K
$479K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20KNew |
$448K - $459K
|
20K
$470K
|
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
18.8KNew |
$420K - $430K
|
18.8K
$441K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.8K+ 437.73% |
$377K - $386K
|
20.7K
$486K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
15.5K+ 25.09% |
$347K - $355K
|
77.2K
$1.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.1KNew |
$315K - $322K
|
14.1K
$330K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.5KNew |
$303K - $311K
|
13.5K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.5K+ 46.22% |
$302K - $309K
|
42.6K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$295K - $303K
|
13.2K
$310K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
12.7K+ 140.1% |
$283K - $290K
|
21.7K
$510K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.6K+ 2.44% |
$282K - $289K
|
528K
$12.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
12.5KNew |
$280K - $287K
|
12.5K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.1KNew |
$271K - $277K
|
12.1K
$284K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.1K+ 400.1% |
$270K - $277K
|
15.1K
$355K
|