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 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
159New |
$3.66K - $3.83K
|
159
$3.78K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
145+ 13.27% |
$3.34K - $3.49K
|
1.24K
$29.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
132New |
$3.04K - $3.18K
|
132
$3.14K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
123+ 492.0% |
$2.83K - $2.96K
|
148
$3.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
83+ 0.23% |
$1.91K - $2K
|
35.9K
$854K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 1.07% |
$1.7K - $1.78K
|
7.01K
$167K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
59New |
$1.36K - $1.42K
|
59
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 2.91% |
$760 - $794
|
1.17K
$27.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 1.14% |
$668 - $698
|
2.57K
$61.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 0.23% |
$599 - $626
|
11.4K
$272K
|
|
|
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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.5% |
$300 - $313
|
2.59K
$61.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.41% |
$207 - $217
|
2.21K
$52.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 1.86% |
$184 - $192
|
437
$10.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 1.21% |
$92.2 - $96.2
|
335
$7.97K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
199KNew |
$4.55M - $4.65M
|
199K
$4.74M
|
|
|
Aug 28, 2024
Q2 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
120KNew |
$2.73M - $2.79M
|
120K
$2.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.3KNew |
$1.26M - $1.29M
|
55.3K
$1.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$539K - $551K
|
23.6K
$562K
|
|
|
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
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
10.2KNew |
$232K - $237K
|
10.2K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.74KNew |
$199K - $204K
|
8.74K
$208K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$114K - $117K
|
5K
$119K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.77KNew |
$109K - $111K
|
4.77K
$113K
|
|
|
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 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.57K+ 5.25% |
$58.5K - $59.8K
|
51.4K
$1.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 21.81% |
$49.9K - $51K
|
12.2K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.21KNew |
$27.7K - $28.3K
|
1.21K
$28.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
494+ 3.97% |
$11.3K - $11.5K
|
12.9K
$308K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
398New |
$9.08K - $9.28K
|
398
$9.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
273+ 1.03% |
$6.23K - $6.37K
|
26.8K
$638K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
269New |
$6.14K - $6.27K
|
269
$6.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
256+ 400.0% |
$5.84K - $5.97K
|
320
$7.62K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
128New |
$2.92K - $2.98K
|
128
$3.05K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
126+ 114.55% |
$2.88K - $2.94K
|
236
$5.62K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
125+ 1.3% |
$2.85K - $2.92K
|
9.75K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
48+ 0.45% |
$1.1K - $1.12K
|
10.8K
$257K
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
12New |
$274 - $280
|
12
$286
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
10New |
$228 - $233
|
10
$238
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 2.06% |
$91.3 - $93.3
|
198
$4.71K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.42MNew |
$32.9M - $33.4M
|
1.42M
$33.8M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
71KNew |
$1.64M - $1.67M
|
71K
$1.69M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.9K+ 73.98% |
$461K - $469K
|
46.9K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
16.4KNew |
$378K - $385K
|
16.4K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14K+ 2.68% |
$325K - $330K
|
539K
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.5KNew |
$313K - $318K
|
13.5K
$322K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
12.3KNew |
$285K - $289K
|
12.3K
$293K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$263K - $267K
|
11.4K
$270K
|
|