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 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
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.64K+ 100.0% |
$225K - $231K
|
19.3K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
9.63K+ 13.15% |
$224K - $231K
|
82.9K
$1.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.01K+ 10.96% |
$210K - $216K
|
91.2K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.76KNew |
$204K - $210K
|
8.76K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.53KNew |
$199K - $204K
|
8.53K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.15K+ 30.27% |
$190K - $195K
|
35.1K
$835K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
7.58K+ 2.48% |
$176K - $181K
|
314K
$7.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
6.94K+ 3.64% |
$162K - $166K
|
197K
$4.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.99K+ 5.1% |
$139K - $143K
|
123K
$2.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.71K+ 6.02% |
$133K - $137K
|
101K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.21K+ 17.95% |
$121K - $125K
|
34.2K
$815K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.87K+ 6.26% |
$113K - $116K
|
82.7K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.86K+ 9.19% |
$113K - $116K
|
57.7K
$1.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.48K+ 9964.44% |
$104K - $107K
|
4.53K
$108K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.42K+ 18.45% |
$103K - $106K
|
28.4K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.32K+ 28.22% |
$100K - $103K
|
19.6K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.18K+ 5.86% |
$97.3K - $100K
|
75.5K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.81K+ 11.55% |
$88.8K - $91.2K
|
36.8K
$877K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.72K+ 3.19% |
$86.7K - $89K
|
120K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.34K+ 2.32% |
$77.7K - $79.9K
|
147K
$3.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.09K+ 6.18% |
$71.9K - $73.9K
|
53K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.51KNew |
$58.4K - $60K
|
2.51K
$59.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.2K+ 1.95% |
$51.3K - $52.7K
|
115K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1K+ 10.92% |
$48.9K - $50.3K
|
21.3K
$508K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$47.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.76K+ 1.31% |
$41.1K - $42.2K
|
136K
$3.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 4.73% |
$37.6K - $38.6K
|
35.7K
$851K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 5.32% |
$32.2K - $33.1K
|
27.4K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
1.19K+ 10.18% |
$27.7K - $28.5K
|
12.9K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.17K+ 13.02% |
$27.3K - $28.1K
|
10.2K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
943+ 7.54% |
$22K - $22.6K
|
13.4K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
919+ 77.62% |
$21.4K - $22K
|
2.1K
$50.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
781+ 1.05% |
$18.2K - $18.7K
|
74.9K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
767New |
$17.9K - $18.4K
|
767
$18.3K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
636+ 7.51% |
$14.8K - $15.2K
|
9.1K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
531+ 0.45% |
$12.4K - $12.7K
|
118K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
483New |
$11.2K - $11.6K
|
483
$11.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
447+ 18.24% |
$10.4K - $10.7K
|
2.9K
$69K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
415+ 3.46% |
$9.67K - $9.93K
|
12.4K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
344+ 1.93% |
$8.01K - $8.23K
|
18.1K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
333+ 2.33% |
$7.76K - $7.97K
|
14.6K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
264+ 2.15% |
$6.15K - $6.32K
|
12.6K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
264New |
$6.15K - $6.32K
|
264
$6.29K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
211New |
$4.91K - $5.05K
|
211
$5.02K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
134+ 1.05% |
$3.12K - $3.21K
|
12.9K
$306K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
99+ 0.11% |
$2.31K - $2.37K
|
88.7K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
74New |
$1.72K - $1.77K
|
74
$1.76K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
67New |
$1.56K - $1.6K
|
67
$1.6K
|