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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 4.64% |
$548 - $560
|
541
$12.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
273+ 1.03% |
$6.23K - $6.37K
|
26.8K
$640K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.21KNew |
$27.7K - $28.3K
|
1.21K
$28.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$539K - $551K
|
23.6K
$564K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
128New |
$2.92K - $2.98K
|
128
$3.06K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.74KNew |
$199K - $204K
|
8.74K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.3K- 51.48% |
$257K - $263K
|
10.6K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.57K+ 5.25% |
$58.5K - $59.8K
|
51.4K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.77KNew |
$109K - $111K
|
4.77K
$114K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
10New |
$228 - $233
|
10
$239
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11.4K- 51.28% |
$261K - $267K
|
10.9K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 21.81% |
$49.9K - $51K
|
12.2K
$292K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.3KNew |
$1.26M - $1.29M
|
55.3K
$1.32M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
494+ 3.97% |
$11.3K - $11.5K
|
12.9K
$309K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
126+ 114.55% |
$2.88K - $2.94K
|
236
$5.64K
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
12New |
$274 - $280
|
12
$287
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
125+ 1.3% |
$2.85K - $2.92K
|
9.75K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
398New |
$9.08K - $9.28K
|
398
$9.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
256+ 400.0% |
$5.84K - $5.97K
|
320
$7.64K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
10.2KNew |
$232K - $237K
|
10.2K
$243K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 73.98% |
$461K - $469K
|
46.9K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
9.1KNew |
$211K - $214K
|
9.1K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.38KNew |
$55K - $55.9K
|
2.38K
$56.8K
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
71KNew |
$1.64M - $1.67M
|
71K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-21K- 70.71% |
$485K - $493K
|
8.69K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.11KNew |
$211K - $214K
|
9.11K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.64K+ 5.87% |
$154K - $156K
|
120K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14K+ 2.68% |
$325K - $330K
|
539K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$263K - $267K
|
11.4K
$271K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-435- 94.16% |
$10.1K - $10.2K
|
27
$645
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
517New |
$12K - $12.2K
|
517
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.66KNew |
$223K - $227K
|
9.66K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$285K - $289K
|
12.3K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.15K+ 7.31% |
$189K - $192K
|
120K
$2.86M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
9.64KNew |
$223K - $227K
|
9.64K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
9.18KNew |
$212K - $216K
|
9.18K
$219K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.42MNew |
$32.9M - $33.4M
|
1.42M
$34M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
547New |
$12.7K - $12.9K
|
547
$13.1K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
213+ 92.21% |
$4.93K - $5.01K
|
444
$10.6K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220New |
$5.09K - $5.17K
|
220
$5.25K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-555- 12.47% |
$12.8K - $13.1K
|
3.9K
$93K
|
|
|
Apr 29, 2024
Q1 2024
|
Sunesis Advisors, LLC
|
BUY
|
- |
32.4K+ 39.97% |
$750K - $762K
|
113K
$2.71M
|
|
|
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
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
362New |
$8.38K - $8.51K
|
362
$8.64K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.5KNew |
$313K - $318K
|
13.5K
$323K
|
|
|
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
$669
|
|