Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19- 0.13% |
$425 - $437
|
15.1K
$354K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-23- 0.25% |
$514 - $529
|
9.03K
$212K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-80- 0.69% |
$1.79K - $1.84K
|
11.4K
$269K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-180- 1.18% |
$4.02K - $4.14K
|
15.1K
$355K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-469- 1.54% |
$10.5K - $10.8K
|
30K
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-695- 2.8% |
$15.5K - $16K
|
24.1K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-715- 6.57% |
$16K - $16.5K
|
10.2K
$239K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-833- 13.38% |
$18.6K - $19.2K
|
5.39K
$127K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.2K- 7.87% |
$26.8K - $27.6K
|
14K
$330K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.29K- 4.27% |
$28.9K - $29.8K
|
29K
$681K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.36K- 16.21% |
$30.4K - $31.3K
|
7.03K
$165K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 4.61% |
$30.7K - $31.6K
|
28.4K
$667K
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-2.18K- 0.4% |
$48.7K - $50.1K
|
537K
$12.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.54K- 10.37% |
$56.7K - $58.4K
|
21.9K
$516K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.82K- 3.0% |
$63K - $64.9K
|
91K
$2.14M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-3.48K- 0.81% |
$77.8K - $80.1K
|
424K
$9.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.93K- 2.53% |
$87.9K - $90.5K
|
152K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-4.5K- 5.03% |
$101K - $104K
|
85K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.55K- 6.72% |
$124K - $128K
|
77.1K
$1.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.71K- 4.84% |
$128K - $131K
|
112K
$2.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-5.98K- 17.89% |
$134K - $138K
|
27.5K
$646K
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
SELL
|
- |
-6.67K- 35.57% |
$149K - $154K
|
12.1K
$284K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-6.74K- 99.16% |
$151K - $155K
|
57
$1.34K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.3K- 25.91% |
$252K - $260K
|
32.2K
$758K
|
|
|
Nov 13, 2023
Q3 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-19.2K- 15.4% |
$430K - $442K
|
106K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22.3K- 26.17% |
$499K - $513K
|
62.9K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-43.9K- 30.54% |
$981K - $1.01M
|
99.8K
$2.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-75K- 32.89% |
$1.68M - $1.73M
|
153K
$3.6M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87.6KClosed |
$1.96M - $2.02M
|
0
$0
|
|
|
Mar 11, 2024
Q3 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-88.3K- 2.21% |
$1.97M - $2.03M
|
3.91M
$92M
|
|
|
Oct 10, 2023
Q3 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-100K- 91.02% |
$2.24M - $2.31M
|
9.89K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-117K- 86.68% |
$2.62M - $2.69M
|
18K
$423K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-151K- 21.22% |
$3.38M - $3.48M
|
562K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-175K- 39.91% |
$3.92M - $4.04M
|
264K
$6.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-541K- 51.31% |
$12.1M - $12.5M
|
513K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-662K- 9.88% |
$14.8M - $15.2M
|
6.03M
$142M
|