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 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.6K+ 34.89% |
$760K - $781K
|
126K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
32.1KNew |
$748K - $768K
|
32.1K
$738K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31.9K+ 12.71% |
$744K - $764K
|
283K
$6.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
31K+ 2.04% |
$721K - $741K
|
1.55M
$35.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
30.7K+ 118.41% |
$715K - $735K
|
56.7K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
30.5K+ 184.47% |
$711K - $730K
|
47K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
29.4KNew |
$685K - $704K
|
29.4K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
28.2K+ 1.44% |
$657K - $675K
|
1.98M
$45.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
27.9KNew |
$650K - $668K
|
27.9K
$641K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
26KNew |
$606K - $622K
|
26K
$598K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.9KNew |
$604K - $620K
|
25.9K
$596K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 165.24% |
$603K - $620K
|
41.6K
$956K
|
|
|
Jan 15, 2025
Q4 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
25.9K+ 122.11% |
$603K - $620K
|
47.1K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.9K+ 61.5% |
$603K - $619K
|
67.9K
$1.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
24.9K+ 67.85% |
$580K - $596K
|
61.6K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
24.8KNew |
$578K - $594K
|
24.8K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24.8K+ 10.61% |
$578K - $594K
|
258K
$5.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
24.2KNew |
$563K - $578K
|
24.2K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
24.2K+ 22.07% |
$563K - $578K
|
134K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
23.9K+ 2.93% |
$557K - $572K
|
840K
$19.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
23.7K+ 8.03% |
$552K - $567K
|
319K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 10.34% |
$546K - $561K
|
250K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.4K+ 123.62% |
$545K - $560K
|
42.3K
$973K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
23KNew |
$536K - $550K
|
23K
$529K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
21.5K+ 17.46% |
$500K - $514K
|
144K
$3.32M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
20.7KNew |
$482K - $496K
|
20.7K
$476K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
20.5KNew |
$477K - $490K
|
20.5K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
19.9K+ 20.95% |
$463K - $475K
|
115K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
19.6KNew |
$456K - $468K
|
19.6K
$450K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 59.24% |
$422K - $434K
|
48.8K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.9K+ 277.79% |
$418K - $429K
|
24.4K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
17.9KNew |
$418K - $429K
|
17.9K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.7K+ 35.74% |
$412K - $423K
|
67.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
17.7KNew |
$411K - $422K
|
17.7K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
17.3K+ 5.66% |
$403K - $414K
|
323K
$7.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
17.3K+ 63.46% |
$403K - $414K
|
44.6K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
17.2K+ 10.93% |
$400K - $411K
|
174K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
17.1K+ 68480.0% |
$399K - $410K
|
17.1K
$394K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
17.1K+ 3.57% |
$399K - $410K
|
496K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.9K+ 61.99% |
$394K - $405K
|
44.2K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
15.9KNew |
$371K - $381K
|
15.9K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
15.7KNew |
$365K - $375K
|
15.7K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
15K+ 17.9% |
$350K - $360K
|
99K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
14.3K+ 3.61% |
$332K - $341K
|
409K
$9.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.7KNew |
$318K - $327K
|
13.7K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
13.5KNew |
$314K - $323K
|
13.5K
$310K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.2KNew |
$308K - $317K
|
13.2K
$304K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
12.6K+ 26.96% |
$293K - $301K
|
59.3K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.5KNew |
$290K - $298K
|
12.5K
$286K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12.4KNew |
$289K - $297K
|
12.4K
$286K
|