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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
109KNew |
$2.55M - $2.62M
|
109K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
108K+ 23.75% |
$2.52M - $2.58M
|
563K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
105K+ 46.8% |
$2.46M - $2.52M
|
331K
$7.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
104KNew |
$2.42M - $2.48M
|
104K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
103KNew |
$2.39M - $2.45M
|
103K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
98.7K+ 39.21% |
$2.3M - $2.36M
|
350K
$8.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
96.9K+ 49.44% |
$2.26M - $2.32M
|
293K
$6.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
91.8K+ 29.43% |
$2.14M - $2.2M
|
404K
$9.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
89.7K+ 39.98% |
$2.09M - $2.15M
|
314K
$7.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
86.3KNew |
$2.01M - $2.06M
|
86.3K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
85.4KNew |
$1.99M - $2.04M
|
85.4K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
82.7K+ 17.72% |
$1.93M - $1.98M
|
550K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
77.8K+ 22.64% |
$1.81M - $1.86M
|
422K
$9.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
74.4K+ 38.61% |
$1.73M - $1.78M
|
267K
$6.14M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
74.2KNew |
$1.73M - $1.77M
|
74.2K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
72.7K+ 4.12% |
$1.69M - $1.74M
|
1.84M
$42.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
70.2K+ 67.67% |
$1.64M - $1.68M
|
174K
$4M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
65.9KNew |
$1.54M - $1.58M
|
65.9K
$1.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
63.3K+ 17.13% |
$1.47M - $1.51M
|
433K
$9.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.7K+ 47.88% |
$1.46M - $1.5M
|
194K
$4.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
61.3KNew |
$1.43M - $1.47M
|
61.3K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
60KNew |
$1.4M - $1.44M
|
60K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
60KNew |
$1.4M - $1.44M
|
60K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59.9K+ 212.91% |
$1.39M - $1.43M
|
88K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
57.8K+ 8.5% |
$1.35M - $1.38M
|
738K
$17M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
57.6KNew |
$1.34M - $1.38M
|
57.6K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
56KNew |
$1.3M - $1.34M
|
56K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
55.4K+ 6.18% |
$1.29M - $1.33M
|
952K
$21.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
54.6KNew |
$1.27M - $1.31M
|
54.6K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
50.4K+ 7.2% |
$1.17M - $1.21M
|
750K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
49.1K+ 3.97% |
$1.14M - $1.17M
|
1.29M
$29.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
48.3KNew |
$1.12M - $1.16M
|
48.3K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
46.7KNew |
$1.09M - $1.12M
|
46.7K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
45.9K+ 6.56% |
$1.07M - $1.1M
|
745K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
44.5K+ 3.1% |
$1.04M - $1.06M
|
1.48M
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
43.5KNew |
$1.01M - $1.04M
|
43.5K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.9KNew |
$999K - $1.03M
|
42.9K
$986K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
42.3KNew |
$986K - $1.01M
|
42.3K
$973K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41K+ 69.34% |
$956K - $982K
|
100K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
39.7KNew |
$924K - $949K
|
39.7K
$912K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
39.1KNew |
$910K - $935K
|
39.1K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
37.7K+ 8.61% |
$879K - $903K
|
476K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
36.8KNew |
$856K - $880K
|
36.8K
$845K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 82.4% |
$854K - $877K
|
81.1K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
35.9K+ 4.33% |
$836K - $859K
|
865K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.9K+ 13.57% |
$813K - $835K
|
292K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34.6KNew |
$807K - $829K
|
34.6K
$797K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
34.6KNew |
$806K - $828K
|
34.6K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 25.05% |
$795K - $817K
|
170K
$3.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.1K+ 92.96% |
$771K - $793K
|
68.8K
$1.58M
|