Latest Institutional Transactions on Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.79K+ 32.42% |
$226K - $235K
|
40K
$938K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
4.36K+ 2.74% |
$100K - $105K
|
164K
$3.84M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
184KNew |
$4.24M - $4.42M
|
184K
$4.31M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-159K- 94.04% |
$3.65M - $3.82M
|
10.1K
$236K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
790+ 1.15% |
$18.2K - $19K
|
69.3K
$1.63M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 1.07% |
$1.7K - $1.78K
|
7.01K
$165K
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.31M- 81.65% |
$53.3M - $55.7M
|
520K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42K+ 9.26% |
$969K - $1.01M
|
496K
$11.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-898K- 94.43% |
$20.7M - $21.6M
|
53K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 4.1% |
$26.8K - $28K
|
29.5K
$693K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 8.51% |
$30.7K - $32K
|
14.3K
$336K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.5KNew |
$34.6K - $36.1K
|
1.5K
$35.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 4.06% |
$24.2K - $25.3K
|
26.9K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
51.9KNew |
$1.2M - $1.25M
|
51.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 27.53% |
$268K - $279K
|
30.6K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.4K+ 22.01% |
$1.07M - $1.12M
|
257K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-17.4K- 6.93% |
$401K - $418K
|
234K
$5.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.8K- 71.72% |
$916K - $957K
|
15.7K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
735+ 3.81% |
$16.9K - $17.7K
|
20K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.11K- 0.44% |
$25.5K - $26.6K
|
251K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
451K+ 7.79% |
$10.4M - $10.9M
|
6.24M
$146M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.73M- 46.0% |
$86M - $89.8M
|
4.38M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54M+ 702.21% |
$35.6M - $37.2M
|
1.76M
$41.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-252- 1.28% |
$5.81K - $6.06K
|
19.4K
$456K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
65.3K+ 1648.72% |
$1.5M - $1.57M
|
69.2K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-110- 6.12% |
$2.53K - $2.65K
|
1.69K
$39.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
306KNew |
$7.05M - $7.36M
|
306K
$7.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67.5K+ 783.5% |
$1.56M - $1.62M
|
76.1K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.9KNew |
$436K - $455K
|
18.9K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 57.76% |
$355K - $371K
|
42.1K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21K+ 11.17% |
$484K - $506K
|
209K
$4.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
37.5K+ 15.05% |
$865K - $903K
|
287K
$6.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$628K - $656K
|
27.3K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.65M+ 24.47% |
$61.1M - $63.8M
|
13.5M
$317M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-647K- 65.86% |
$14.9M - $15.6M
|
335K
$7.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
249K+ 170.28% |
$5.73M - $5.98M
|
395K
$9.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
796K+ 1083.0% |
$18.3M - $19.2M
|
870K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
145+ 13.27% |
$3.34K - $3.49K
|
1.24K
$29K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
25.9KNew |
$598K - $624K
|
25.9K
$609K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-35.9K- 2.31% |
$827K - $863K
|
1.52M
$35.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16.3KNew |
$375K - $392K
|
16.3K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-186K- 19.5% |
$4.29M - $4.48M
|
768K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25.1KNew |
$577K - $603K
|
25.1K
$588K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-143- 0.77% |
$3.29K - $3.44K
|
18.4K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.4KNew |
$217K - $226K
|
9.4K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
26.2KNew |
$602K - $629K
|
26.2K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
103KNew |
$2.38M - $2.49M
|
103K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.55K+ 5.95% |
$81.8K - $85.4K
|
63.2K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.2K+ 26.23% |
$282K - $294K
|
58.9K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.11K+ 40.46% |
$48.7K - $50.8K
|
7.33K
$172K
|