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 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-108K- 3.21% |
$2.53M - $2.6M
|
3.27M
$76.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-130K- 16.33% |
$3.02M - $3.1M
|
664K
$15.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-172K- 77.57% |
$4.01M - $4.12M
|
49.8K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-208K- 72.64% |
$4.85M - $4.99M
|
78.5K
$1.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-209K- 82.85% |
$4.87M - $5.01M
|
43.3K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-502K- 41.8% |
$11.7M - $12M
|
699K
$16.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-574K- 90.5% |
$13.4M - $13.7M
|
60.3K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-740K- 43.14% |
$17.2M - $17.7M
|
975K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-4.14M- 30.65% |
$96.4M - $99M
|
9.36M
$220M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.15M- 94.76% |
$96.7M - $99.4M
|
230K
$5.4M
|