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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30KNew |
$671K - $691K
|
30K
$709K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.5KNew |
$302K - $311K
|
13.5K
$319K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.04K+ 5.25% |
$23.2K - $23.8K
|
20.8K
$490K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-833- 13.38% |
$18.6K - $19.2K
|
5.39K
$127K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- -0.0% |
$22.4 - $23
|
21K
$495K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
181KNew |
$4.06M - $4.18M
|
181K
$4.29M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
119KNew |
$2.67M - $2.74M
|
119K
$2.82M
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-407KClosed |
$9.11M - $9.33M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
69.2KNew |
$1.55M - $1.59M
|
69.2K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-728- 91.34% |
$16.3K - $16.7K
|
69
$1.63K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.6KNew |
$529K - $542K
|
23.6K
$558K
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
71.5KNew |
$1.6M - $1.64M
|
71.5K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-621- 3.13% |
$13.9K - $14.2K
|
19.2K
$454K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-595- 92.25% |
$13.3K - $13.6K
|
50
$1.18K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
88New |
$1.97K - $2.02K
|
88
$2.08K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24.2K- 72.16% |
$542K - $556K
|
9.35K
$221K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
10.6KNew |
$238K - $244K
|
10.6K
$251K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.7KNew |
$1.18M - $1.21M
|
52.7K
$1.25M
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
10.6KNew |
$236K - $248K
|
10.6K
$250K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.24K- 22.91% |
$72.2K - $75.8K
|
10.9K
$258K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.34K+ 12.28% |
$119K - $125K
|
48.8K
$1.15M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-170- 1.69% |
$3.79K - $3.98K
|
9.91K
$234K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.6K+ 536.18% |
$281K - $295K
|
15K
$353K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.34KNew |
$52.1K - $54.7K
|
2.34K
$55.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
192+ 0.93% |
$4.28K - $4.49K
|
20.8K
$492K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12.3K+ 1.77% |
$274K - $288K
|
705K
$16.7M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-23.4K- 9.38% |
$522K - $548K
|
226K
$5.34M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.95KNew |
$129K - $137K
|
5.95K
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
225KNew |
$4.89M - $5.18M
|
225K
$5.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
319+ 0.68% |
$6.93K - $7.34K
|
47.1K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.01K+ 9.43% |
$21.9K - $23.2K
|
11.7K
$277K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
36.3KNew |
$789K - $835K
|
36.3K
$858K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-89K- 86.69% |
$1.93M - $2.05M
|
13.7K
$323K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
502+ 0.17% |
$10.9K - $11.5K
|
289K
$6.83M
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
10.9KNew |
$236K - $250K
|
10.9K
$256K
|
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
SELL
|
- |
-69.4K- 12.82% |
$1.51M - $1.6M
|
472K
$11.2M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
238New |
$5.17K - $5.47K
|
238
$5.62K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$31.8K - $35.1K
|
0
$0
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.18K+ 24.97% |
$90.7K - $100K
|
20.9K
$494K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-3.81K- 26.03% |
$82.7K - $91.4K
|
10.8K
$256K
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
30KNew |
$651K - $719K
|
30K
$709K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.41K+ 7.63% |
$52.3K - $57.8K
|
34K
$804K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-28- 10.18% |
$608 - $671
|
247
$5.83K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-10.3K- 41.52% |
$224K - $248K
|
14.6K
$344K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
662New |
$14.4K - $15.9K
|
662
$15.6K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
606New |
$13.5K - $15.3K
|
606
$14.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.1KNew |
$227K - $256K
|
10.1K
$240K
|
|
|
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-20.8KClosed |
$466K - $526K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
450+ 132.35% |
$10.1K - $11.3K
|
790
$18.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.28KNew |
$51K - $57.6K
|
2.28K
$53.9K
|
|