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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
53New |
$1.19K - $1.22K
|
53
$1.26K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
71.5KNew |
$1.6M - $1.64M
|
71.5K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
69.2KNew |
$1.55M - $1.59M
|
69.2K
$1.65M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.7KNew |
$1.18M - $1.21M
|
52.7K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.6KNew |
$529K - $542K
|
23.6K
$562K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
10.6KNew |
$238K - $244K
|
10.6K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1KNew |
$22.5K - $23K
|
1K
$23.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
88New |
$1.97K - $2.02K
|
88
$2.09K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
88New |
$1.97K - $2.02K
|
88
$2.09K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.6K+ 536.18% |
$281K - $295K
|
15K
$356K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12.3K+ 1.77% |
$274K - $288K
|
705K
$16.8M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
10.6KNew |
$236K - $248K
|
10.6K
$252K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.34K+ 12.28% |
$119K - $125K
|
48.8K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.34KNew |
$52.1K - $54.7K
|
2.34K
$55.7K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.18K+ 118300.0% |
$26.4K - $27.7K
|
1.18K
$28.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
192+ 0.93% |
$4.28K - $4.49K
|
20.8K
$496K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
225KNew |
$4.89M - $5.18M
|
225K
$5.36M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
36.3KNew |
$789K - $835K
|
36.3K
$865K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
10.9KNew |
$236K - $250K
|
10.9K
$258K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.95KNew |
$129K - $137K
|
5.95K
$142K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.01K+ 9.43% |
$21.9K - $23.2K
|
11.7K
$279K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
502+ 0.17% |
$10.9K - $11.5K
|
289K
$6.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
319+ 0.68% |
$6.93K - $7.34K
|
47.1K
$1.12M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
238New |
$5.17K - $5.47K
|
238
$5.66K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
30KNew |
$651K - $719K
|
30K
$714K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$244K - $269K
|
11.2K
$267K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.18K+ 24.97% |
$90.7K - $100K
|
20.9K
$498K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.41K+ 7.63% |
$52.3K - $57.8K
|
34K
$810K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
662New |
$14.4K - $15.9K
|
662
$15.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
165+ 1.61% |
$3.58K - $3.96K
|
10.4K
$249K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
17K+ 21.52% |
$379K - $428K
|
95.8K
$2.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
10.1KNew |
$227K - $256K
|
10.1K
$241K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
7.15KNew |
$160K - $180K
|
7.15K
$170K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.28KNew |
$51K - $57.6K
|
2.28K
$54.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
606New |
$13.5K - $15.3K
|
606
$14.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
450+ 132.35% |
$10.1K - $11.3K
|
790
$18.8K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
225+ 1.08% |
$5.03K - $5.67K
|
21.1K
$502K
|
|
| Q1 2022 | |||||||
|
Oct 31, 2022
Q1 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
11.5K+ 92.29% |
$281K - $305K
|
23.9K
$570K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
70New |
$1.71K - $1.86K
|
70
$1.67K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9New |
$220 - $239
|
9
$214
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$23.8
|
|