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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
479KNew |
$11M - $11.5M
|
479K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 29.41% |
$7.14K - $7.46K
|
1.36K
$32.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.34K+ 13.36% |
$146K - $153K
|
53.8K
$1.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-541- 4.76% |
$12.5K - $13K
|
10.8K
$257K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 15.8% |
$28.3K - $29.6K
|
9.01K
$214K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.38K+ 35.29% |
$170K - $178K
|
28.3K
$672K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.89K+ 24.71% |
$228K - $238K
|
49.9K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
17.8KNew |
$409K - $428K
|
17.8K
$422K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$352K - $367K
|
15.3K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.43K- 9.96% |
$148K - $155K
|
58.1K
$1.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.49K- 7.71% |
$34.3K - $35.8K
|
17.8K
$423K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.94K+ 6.29% |
$160K - $167K
|
117K
$2.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.7K+ 31.34% |
$292K - $305K
|
53.2K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.7K- 99.83% |
$338K - $353K
|
25
$594
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-971- 5.37% |
$22.4K - $23.4K
|
17.1K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.7KNew |
$362K - $378K
|
15.7K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
407+ 0.66% |
$9.38K - $9.79K
|
62K
$1.47M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
362+ 5.58% |
$8.34K - $8.71K
|
6.85K
$163K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
328+ 2.86% |
$7.56K - $7.89K
|
11.8K
$280K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.02K+ 1.28% |
$23.4K - $24.4K
|
80.2K
$1.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.71K- 1.41% |
$224K - $234K
|
680K
$16.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
994K+ 25.76% |
$22.9M - $23.9M
|
4.85M
$115M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 3.12% |
$9.22K - $9.62K
|
12.4K
$295K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
233+ 0.5% |
$5.37K - $5.61K
|
46.8K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.69K+ 3.76% |
$39K - $40.7K
|
46.7K
$1.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283K+ 979.44% |
$6.52M - $6.81M
|
312K
$7.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$34.4K - $35.9K
|
1.49K
$35.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159K+ 58.39% |
$3.66M - $3.82M
|
431K
$10.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
59New |
$1.36K - $1.42K
|
59
$1.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.02K+ 22.12% |
$46.5K - $48.6K
|
11.1K
$265K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
533+ 1.64% |
$12.3K - $12.8K
|
33K
$785K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-803- 4.71% |
$18.5K - $19.3K
|
16.2K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.22K- 83.84% |
$74.1K - $77.4K
|
620
$14.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.7% |
$8.13K - $8.49K
|
12.7K
$302K
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-30K- 1.32% |
$691K - $722K
|
2.25M
$53.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
12.4K+ 4.74% |
$285K - $297K
|
273K
$6.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
32.7K+ 16.97% |
$753K - $787K
|
225K
$5.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
33.1KNew |
$762K - $796K
|
33.1K
$786K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
117KNew |
$2.7M - $2.82M
|
117K
$2.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
390+ 0.33% |
$8.99K - $9.38K
|
118K
$2.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.27KNew |
$122K - $127K
|
5.27K
$125K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.5K+ 114.31% |
$356K - $372K
|
29K
$690K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.35K- 4.02% |
$31K - $32.4K
|
32.1K
$763K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 5.27% |
$89.7K - $93.7K
|
77.8K
$1.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
13.9K+ 14.04% |
$320K - $334K
|
113K
$2.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.29M+ 189.17% |
$29.7M - $31M
|
1.97M
$46.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.81K- 22.3% |
$64.7K - $67.6K
|
9.79K
$233K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-3.08K- 7.3% |
$70.9K - $74K
|
39.1K
$929K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-994- 9.23% |
$22.9K - $23.9K
|
9.78K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.1KNew |
$648K - $677K
|
28.1K
$668K
|