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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.42MNew |
$32.9M - $33.4M
|
1.42M
$33.9M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
547New |
$12.7K - $12.9K
|
547
$13.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220New |
$5.09K - $5.17K
|
220
$5.25K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
213+ 92.21% |
$4.93K - $5.01K
|
444
$10.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450New |
$10.4K - $10.6K
|
450
$10.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.4KNew |
$378K - $385K
|
16.4K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
362New |
$8.38K - $8.51K
|
362
$8.64K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 0.15% |
$2.38K - $2.42K
|
70.5K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 44.76% |
$299K - $304K
|
16K
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
8.77K+ 83.78% |
$203K - $206K
|
19.2K
$459K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28New |
$648 - $659
|
28
$668
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
29.6KNew |
$647K - $697K
|
29.6K
$708K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50New |
$1.09K - $1.18K
|
50
$1.19K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
21New |
$459 - $494
|
21
$501
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
400KNew |
$8.74M - $9.41M
|
400K
$9.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
174New |
$3.8K - $4.09K
|
174
$4.15K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.8KNew |
$192K - $207K
|
8.8K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.73KNew |
$191K - $205K
|
8.73K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
390KNew |
$8.51M - $9.17M
|
390K
$9.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-245- 21.78% |
$5.35K - $5.76K
|
880
$21K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.22KNew |
$26.7K - $28.8K
|
1.22K
$29.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
284New |
$6.2K - $6.68K
|
284
$6.78K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.3K- 3.95% |
$442K - $476K
|
493K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.77K+ 13.18% |
$82.3K - $88.6K
|
32.4K
$772K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.26KNew |
$137K - $147K
|
6.26K
$149K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9.23KNew |
$202K - $217K
|
9.23K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
24.7KNew |
$539K - $580K
|
24.7K
$589K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
9.47KNew |
$207K - $223K
|
9.47K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.07K- 17.17% |
$45.3K - $48.8K
|
10K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.28% |
$87.4 - $94.1
|
316
$7.54K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
18K+ 13.53% |
$393K - $423K
|
151K
$3.61M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
255New |
$5.57K - $6K
|
255
$6.09K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
50KNew |
$1.12M - $1.15M
|
50K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
9.83KNew |
$220K - $226K
|
9.83K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
162KNew |
$3.63M - $3.74M
|
162K
$3.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.2KNew |
$251K - $258K
|
11.2K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
13.3KNew |
$298K - $306K
|
13.3K
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
128+ 26.61% |
$2.86K - $2.95K
|
609
$14.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
30KNew |
$671K - $691K
|
30K
$716K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.5KNew |
$302K - $311K
|
13.5K
$323K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.04K+ 5.25% |
$23.2K - $23.8K
|
20.8K
$495K
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- -0.0% |
$22.4 - $23
|
21K
$500K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
181KNew |
$4.06M - $4.18M
|
181K
$4.33M
|
|
| 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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-728- 91.34% |
$16.3K - $16.7K
|
69
$1.65K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
69.2KNew |
$1.55M - $1.59M
|
69.2K
$1.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
71.5KNew |
$1.6M - $1.64M
|
71.5K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.6KNew |
$529K - $542K
|
23.6K
$564K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-621- 3.13% |
$13.9K - $14.2K
|
19.2K
$459K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-595- 92.25% |
$13.3K - $13.6K
|
50
$1.19K
|
|