Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
1.48M+ 24.98% |
$34.5M - $35.5M
|
7.41M
$177M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
441K+ 22.35% |
$10.3M - $10.5M
|
2.41M
$57.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
374K+ 318.86% |
$8.7M - $8.94M
|
491K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
365KNew |
$8.51M - $8.74M
|
365K
$8.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
355K+ 683.56% |
$8.28M - $8.5M
|
407K
$9.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
300K+ 26.09% |
$6.98M - $7.17M
|
1.45M
$34.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
168K+ 705.69% |
$3.91M - $4.02M
|
192K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
153KNew |
$3.57M - $3.67M
|
153K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
116K+ 13.72% |
$2.7M - $2.78M
|
961K
$22.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
108K+ 23.75% |
$2.52M - $2.58M
|
563K
$13.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
105K+ 46.8% |
$2.46M - $2.52M
|
331K
$7.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
98.7K+ 39.21% |
$2.3M - $2.36M
|
350K
$8.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91.8K+ 29.43% |
$2.14M - $2.2M
|
404K
$9.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
85.4KNew |
$1.99M - $2.04M
|
85.4K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
63.3K+ 17.13% |
$1.47M - $1.51M
|
433K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.7K+ 47.88% |
$1.46M - $1.5M
|
194K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
56KNew |
$1.3M - $1.34M
|
56K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
55.4K+ 6.18% |
$1.29M - $1.33M
|
952K
$22.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.9KNew |
$999K - $1.03M
|
42.9K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.7K+ 8.61% |
$879K - $903K
|
476K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.1K+ 92.96% |
$771K - $793K
|
68.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$748K - $768K
|
32.1K
$765K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30.5K+ 184.47% |
$711K - $730K
|
47K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.9KNew |
$604K - $620K
|
25.9K
$617K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
25.9K+ 122.11% |
$603K - $620K
|
47.1K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.2K+ 22.07% |
$563K - $578K
|
134K
$3.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
23.9K+ 2.93% |
$557K - $572K
|
840K
$20M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
23.7K+ 8.03% |
$552K - $567K
|
319K
$7.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23KNew |
$536K - $550K
|
23K
$548K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
21.5K+ 17.46% |
$500K - $514K
|
144K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.5KNew |
$477K - $490K
|
20.5K
$488K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.9K+ 20.95% |
$463K - $475K
|
115K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.9K+ 277.79% |
$418K - $429K
|
24.4K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.9KNew |
$418K - $429K
|
17.9K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.1K+ 68480.0% |
$399K - $410K
|
17.1K
$408K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
17.1K+ 3.57% |
$399K - $410K
|
496K
$11.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
15.9KNew |
$371K - $381K
|
15.9K
$379K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
15K+ 17.9% |
$350K - $360K
|
99K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.7KNew |
$318K - $327K
|
13.7K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
12.6K+ 26.96% |
$293K - $301K
|
59.3K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.4KNew |
$289K - $297K
|
12.4K
$296K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 16.95% |
$273K - $281K
|
81K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.6K+ 6.24% |
$271K - $279K
|
198K
$4.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$253K - $260K
|
10.9K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
10.8K+ 4.26% |
$251K - $258K
|
263K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.5KNew |
$245K - $252K
|
10.5K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
10.4K+ 5.31% |
$243K - $250K
|
207K
$4.94M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
10.4K+ 2.85% |
$241K - $248K
|
373K
$8.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.98K+ 10.11% |
$232K - $239K
|
109K
$2.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
9.91K+ 21.23% |
$231K - $237K
|
56.6K
$1.35M
|