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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.7KClosed |
$37.9K - $42.7K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
225+ 1.08% |
$5.03K - $5.67K
|
21.1K
$504K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
17K+ 21.52% |
$379K - $428K
|
95.8K
$2.29M
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-27KClosed |
$603K - $681K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-18.4KClosed |
$411K - $464K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-97KClosed |
$2.17M - $2.45M
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-450Closed |
$10.1K - $11.3K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-149- 6.31% |
$3.33K - $3.76K
|
2.21K
$52.8K
|
|
Q1 2022 | |||||||
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
11.5K+ 92.29% |
$281K - $305K
|
23.9K
$571K
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-129KClosed |
$3.17M - $3.44M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.84KClosed |
$216K - $235K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9New |
$220 - $239
|
9
$215
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$1.71K - $1.86K
|
70
$1.67K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-7.91KClosed |
$206K - $212K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-188KClosed |
$4.91M - $5.04M
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-200Closed |
$5.24K - $5.35K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-1.3KClosed |
$34.1K - $34.9K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-7.55KClosed |
$198K - $202K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-850- 26.98% |
$21.4K - $22.5K
|
2.3K
$54.9K
|
|
Feb 16, 2021
Q4 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-15.4KClosed |
$387K - $407K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-6.12KClosed |
$154K - $162K
|
0
$0
|
|
Q3 2020 | |||||||
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-728Closed |
$17.8K - $18.7K
|
0
$0
|
|
Nov 18, 2020
Q3 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.87KClosed |
$144K - $150K
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-13.3KClosed |
$326K - $341K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-900Closed |
$22.1K - $23.1K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 06, 2020
Q2 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-161Closed |
$3.54K - $4.06K
|
0
$0
|
|
Jul 16, 2020
Q2 2020
|
Kcs Wealth Advisory
|
SELL
|
- |
-21.9KClosed |
$481K - $552K
|
0
$0
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-48.5KClosed |
$1M - $1.29M
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-147KClosed |
$3.03M - $3.9M
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.9KClosed |
$48.9K - $50K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-634Closed |
$16.6K - $16.6K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Fagan Associates, Inc.
|
SELL
|
- |
-8.08KClosed |
$211K - $212K
|
0
$0
|
|
Q1 2019 | |||||||
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-176Closed |
N/A
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-8.99KClosed |
N/A
|
0
$0
|
|
Q2 2018 | |||||||
Jul 30, 2018
Q2 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-31.2KClosed |
N/A
|
0
$0
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.9
|