Latest Institutional Purchases of Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This list provides information on the latest institutional transactions involving Spdr Ser Tr Spdr Portfolio Hig (SPHY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82.4K+ 4.4% |
$1.9M - $1.98M
|
1.96M
$46.6M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
78.8K+ 27.73% |
$1.82M - $1.9M
|
363K
$8.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.5K+ 56.79% |
$1.81M - $1.89M
|
217K
$5.16M
|
|
|
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
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
77.8KNew |
$1.79M - $1.87M
|
77.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
74.3K+ 6.25% |
$1.71M - $1.79M
|
1.26M
$30.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72.5K+ 56.19% |
$1.67M - $1.74M
|
202K
$4.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
67.5K+ 783.5% |
$1.56M - $1.62M
|
76.1K
$1.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
66.4K+ 10.49% |
$1.53M - $1.6M
|
699K
$16.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52.8K+ 10.49% |
$1.22M - $1.27M
|
556K
$13.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
51.9KNew |
$1.2M - $1.25M
|
51.9K
$1.23M
|
|
|
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
|
Meridian Wealth Management, LLC
|
BUY
|
- |
49K+ 45.4% |
$1.13M - $1.18M
|
157K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
46.4K+ 22.01% |
$1.07M - $1.12M
|
257K
$6.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42K+ 9.26% |
$969K - $1.01M
|
496K
$11.8M
|
|
|
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
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
37.6K+ 13.32% |
$866K - $904K
|
320K
$7.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
37.5K+ 15.05% |
$865K - $903K
|
287K
$6.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
35.9K+ 4.17% |
$828K - $865K
|
897K
$21.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
33.4KNew |
$768K - $802K
|
33.4K
$794K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
33.1KNew |
$762K - $796K
|
33.1K
$787K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
30.9KNew |
$711K - $742K
|
30.9K
$734K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
30.8K+ 3.92% |
$710K - $741K
|
816K
$19.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
30.6K+ 190.68% |
$705K - $736K
|
46.7K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
29.1KNew |
$670K - $700K
|
29.1K
$692K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
28.5K+ 12.39% |
$657K - $686K
|
259K
$6.15M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.1KNew |
$648K - $677K
|
28.1K
$669K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28K+ 14.11% |
$646K - $675K
|
227K
$5.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.4K+ 183.89% |
$631K - $659K
|
42.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27.3KNew |
$628K - $656K
|
27.3K
$649K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
26.8KNew |
$618K - $646K
|
26.8K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.5KNew |
$611K - $638K
|
26.5K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
26.2KNew |
$602K - $629K
|
26.2K
$622K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
26KNew |
$598K - $625K
|
26K
$618K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
25.9KNew |
$598K - $624K
|
25.9K
$617K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
25.1KNew |
$577K - $603K
|
25.1K
$596K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
24.6KNew |
$567K - $592K
|
24.6K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.4K+ 394.3% |
$563K - $588K
|
30.6K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
23.4K+ 5.48% |
$539K - $562K
|
450K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.2K+ 0.28% |
$535K - $559K
|
8.24M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
21.5K+ 12.54% |
$495K - $517K
|
193K
$4.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21K+ 11.17% |
$484K - $506K
|
209K
$4.98M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
21KNew |
$484K - $505K
|
21K
$500K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
20.6KNew |
$475K - $496K
|
20.6K
$490K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.4K+ 33.51% |
$469K - $490K
|
81.2K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 12.43% |
$465K - $485K
|
182K
$4.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.8K+ 17.05% |
$457K - $478K
|
136K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 25.44% |
$437K - $457K
|
93.6K
$2.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.9KNew |
$436K - $455K
|
18.9K
$450K
|