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 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
718+ 8.02% |
$16.5K - $17.3K
|
9.67K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.03K+ 6.66% |
$23.8K - $24.8K
|
16.5K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
567+ 4.24% |
$13.1K - $13.6K
|
13.9K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8.44K+ 123.03% |
$194K - $203K
|
15.3K
$363K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.5K+ 56.79% |
$1.81M - $1.89M
|
217K
$5.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 19.4% |
$9.17K - $9.58K
|
2.45K
$58.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.6KNew |
$313K - $327K
|
13.6K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.67K- 42.88% |
$177K - $185K
|
10.2K
$243K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.44K- 12.63% |
$148K - $155K
|
44.6K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.79K+ 13.64% |
$203K - $212K
|
73.3K
$1.74M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.5K+ 8.36% |
$127K - $132K
|
71.3K
$1.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
35.9K+ 4.17% |
$828K - $865K
|
897K
$21.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-13.6K- 36.23% |
$314K - $328K
|
24K
$570K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.32K- 0.75% |
$53.5K - $55.9K
|
306K
$7.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
17.2K+ 7.33% |
$397K - $415K
|
252K
$6M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
241K+ 188.46% |
$5.56M - $5.81M
|
370K
$8.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.47K+ 25.95% |
$56.9K - $59.4K
|
12K
$285K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
21KNew |
$484K - $505K
|
21K
$499K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
158+ 1.12% |
$3.64K - $3.8K
|
14.3K
$339K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-474- 1.07% |
$10.9K - $11.4K
|
43.9K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
867+ 6.09% |
$20K - $20.9K
|
15.1K
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.34K+ 8.21% |
$146K - $153K
|
83.6K
$1.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
35.8K+ 48.52% |
$824K - $861K
|
109K
$2.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.4K+ 9.72% |
$193K - $202K
|
94.8K
$2.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52.8K+ 10.49% |
$1.22M - $1.27M
|
556K
$13.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 1.83% |
$415 - $433
|
964
$22.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.1K- 0.64% |
$256K - $268K
|
1.72M
$40.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
146KNew |
$3.35M - $3.5M
|
146K
$3.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
295KNew |
$6.8M - $7.1M
|
295K
$7.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
593+ 4.28% |
$13.7K - $14.3K
|
14.4K
$343K
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.68K+ 2.82% |
$84.8K - $88.5K
|
134K
$3.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.4K+ 183.89% |
$631K - $659K
|
42.3K
$1M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.91K+ 9.31% |
$67K - $69.9K
|
34.1K
$811K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.38K- 1.11% |
$31.9K - $33.3K
|
123K
$2.92M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.57K+ 625.84% |
$128K - $134K
|
6.46K
$154K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.4K+ 2.1% |
$55.2K - $57.7K
|
117K
$2.77M
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
120KNew |
$2.73M - $2.79M
|
120K
$2.84M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.4K+ 52.86% |
$238K - $243K
|
30.2K
$718K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
199KNew |
$4.55M - $4.65M
|
199K
$4.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$246K - $252K
|
10.8K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$235K - $240K
|
10.3K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-864K- 72.26% |
$19.7M - $20.2M
|
332K
$7.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
48+ 0.45% |
$1.1K - $1.12K
|
10.8K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 2.06% |
$91.3 - $93.3
|
198
$4.71K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 4.64% |
$548 - $560
|
541
$12.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.49K+ 0.56% |
$79.6K - $81.4K
|
631K
$15M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$114K - $117K
|
5K
$119K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
159KNew |
$3.63M - $3.71M
|
159K
$3.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
269New |
$6.14K - $6.27K
|
269
$6.39K
|
|