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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
111K+ 75.46% |
$2.55M - $2.66M
|
257K
$6.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
123+ 492.0% |
$2.83K - $2.96K
|
148
$3.52K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.24K- 14.0% |
$167K - $174K
|
44.5K
$1.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.02K+ 28.35% |
$139K - $145K
|
27.3K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
16.9K+ 29.23% |
$390K - $408K
|
74.9K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
445+ 3.71% |
$10.3K - $10.7K
|
12.4K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315- 0.63% |
$7.26K - $7.58K
|
49.4K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
14.2K+ 5.64% |
$327K - $341K
|
266K
$6.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
37.6K+ 13.32% |
$866K - $904K
|
320K
$7.6M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
660New |
$15.2K - $15.9K
|
660
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-402- 2.66% |
$9.26K - $9.67K
|
14.7K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 4.87% |
$23.7K - $24.8K
|
20.1K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 2.91% |
$760 - $794
|
1.17K
$27.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 1.86% |
$184 - $192
|
437
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
392K+ 2.69% |
$9.04M - $9.44M
|
15M
$356M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
77.8KNew |
$1.79M - $1.87M
|
77.8K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
14K+ 10.18% |
$322K - $336K
|
151K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-19.5K- 7.53% |
$449K - $469K
|
239K
$5.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-793K- 60.94% |
$18.3M - $19.1M
|
508K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-24- 0.11% |
$553 - $577
|
21.7K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
378K+ 13.1% |
$8.71M - $9.1M
|
3.27M
$77.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
77.8KNew |
$1.79M - $1.87M
|
77.8K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-237K- 16.09% |
$5.47M - $5.71M
|
1.24M
$29.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
49.1KNew |
$1.13M - $1.18M
|
49.1K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.4K+ 394.3% |
$563K - $588K
|
30.6K
$728K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$238K - $248K
|
10.3K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.75K+ 43.18% |
$109K - $114K
|
15.8K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
954+ 2.27% |
$22K - $23K
|
43K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-49.1K- 51.56% |
$1.13M - $1.18M
|
46.1K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.3KNew |
$375K - $392K
|
16.3K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.97K- 28.12% |
$45.4K - $47.4K
|
5.04K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.47KNew |
$195K - $204K
|
8.47K
$201K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.62K- 67.18% |
$83.5K - $87.2K
|
1.77K
$42.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
39.7K+ 6.02% |
$916K - $956K
|
699K
$16.6M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-119K- 12.79% |
$2.74M - $2.86M
|
810K
$19.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
88.8KNew |
$2.05M - $2.14M
|
88.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.25K+ 0.94% |
$144K - $150K
|
674K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 26.12% |
$252K - $263K
|
52.8K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.36M+ 65.97% |
$54.3M - $56.7M
|
5.93M
$141M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.5KNew |
$611K - $638K
|
26.5K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
49K+ 45.4% |
$1.13M - $1.18M
|
157K
$3.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61.6K- 19.6% |
$1.42M - $1.48M
|
253K
$6M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 0.47% |
$323 - $337
|
2.99K
$71K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 17.42% |
$378K - $394K
|
77.7K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
111KNew |
$2.57M - $2.68M
|
111K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 767.61% |
$4.57M - $4.77M
|
224K
$5.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-422- 0.91% |
$9.72K - $10.2K
|
45.9K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.8K+ 17.05% |
$457K - $478K
|
136K
$3.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-246- 2.1% |
$5.67K - $5.92K
|
11.5K
$272K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.5K+ 56.19% |
$1.67M - $1.74M
|
202K
$4.79M
|