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 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.87K+ 6.26% |
$113K - $116K
|
82.7K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.86K+ 9.19% |
$113K - $116K
|
57.7K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.55K+ 16.94% |
$106K - $109K
|
31.4K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
4.51K+ 5.73% |
$105K - $108K
|
83.2K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
4.48K+ 9964.44% |
$104K - $107K
|
4.53K
$104K
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.46K+ 11.91% |
$104K - $107K
|
42K
$965K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
4.42K+ 18.45% |
$103K - $106K
|
28.4K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.32K+ 28.22% |
$100K - $103K
|
19.6K
$451K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.18K+ 16.45% |
$97.4K - $100K
|
29.6K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.18K+ 5.86% |
$97.3K - $100K
|
75.5K
$1.74M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.08KNew |
$95K - $97.6K
|
4.08K
$93.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
3.93K+ 17.21% |
$91.4K - $93.9K
|
26.7K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
3.88K+ 2.37% |
$90.4K - $92.9K
|
167K
$3.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.81K+ 11.55% |
$88.8K - $91.2K
|
36.8K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.77K+ 34.96% |
$87.8K - $90.3K
|
14.6K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
3.77KNew |
$87.8K - $90.2K
|
3.77K
$86.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
3.72K+ 3.19% |
$86.7K - $89K
|
120K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.67KNew |
$85.5K - $87.9K
|
3.67K
$84.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.66K+ 1.15% |
$85.3K - $87.7K
|
323K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
3.59K+ 1.25% |
$83.6K - $85.9K
|
291K
$6.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.42K+ 19.18% |
$79.5K - $81.7K
|
21.2K
$488K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.34K+ 2.32% |
$77.7K - $79.9K
|
147K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.15K+ 3.55% |
$73.3K - $75.4K
|
92K
$2.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.09K+ 6.18% |
$71.9K - $73.9K
|
53K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.94K+ 30.62% |
$68.4K - $70.3K
|
12.5K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.91K+ 5.74% |
$67.8K - $69.7K
|
53.6K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
2.91K+ 16.35% |
$67.7K - $69.5K
|
20.7K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.68K+ 4.55% |
$62.3K - $64.1K
|
61.5K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.53K+ 8.43% |
$58.9K - $60.5K
|
32.5K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.51KNew |
$58.4K - $60K
|
2.51K
$57.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.41KNew |
$56.2K - $57.8K
|
2.41K
$55.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.38K+ 3.06% |
$55.4K - $56.9K
|
80.2K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.35K+ 78.56% |
$54.6K - $56.1K
|
5.33K
$123K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.31K+ 11.56% |
$53.9K - $55.4K
|
22.3K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
2.2K+ 1.95% |
$51.3K - $52.7K
|
115K
$2.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.2K+ 0.64% |
$51.2K - $52.6K
|
346K
$7.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2.1K+ 10.92% |
$48.9K - $50.3K
|
21.3K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
2.09K+ 8.97% |
$48.7K - $50K
|
25.4K
$583K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$46K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2KNew |
$46.6K - $47.9K
|
2K
$46K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.76K+ 1.31% |
$41.1K - $42.2K
|
136K
$3.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.75K+ 0.86% |
$40.8K - $41.9K
|
205K
$4.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.73K+ 643.49% |
$40.3K - $41.4K
|
2K
$46K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 4.73% |
$37.6K - $38.6K
|
35.7K
$822K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.61KNew |
$37.4K - $38.5K
|
1.61K
$36.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
1.42K+ 0.94% |
$33.1K - $34K
|
153K
$3.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.38K+ 5.32% |
$32.2K - $33.1K
|
27.4K
$629K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.34K+ 4.06% |
$31.3K - $32.1K
|
34.4K
$791K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.32KNew |
$30.8K - $31.6K
|
1.32K
$30.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.24K+ 8.89% |
$28.9K - $29.6K
|
15.2K
$349K
|