Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 2.19% |
$48.9K - $51.1K
|
94.9K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.97K- 28.12% |
$45.4K - $47.4K
|
5.04K
$119K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.67K- 3.18% |
$38.4K - $40.1K
|
50.7K
$1.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.49K- 7.71% |
$34.3K - $35.8K
|
17.8K
$419K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.38K- 1.11% |
$31.9K - $33.3K
|
123K
$2.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.35K- 4.02% |
$31K - $32.4K
|
32.1K
$755K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 8.51% |
$30.7K - $32K
|
14.3K
$337K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.54% |
$29.6K - $30.9K
|
82.2K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.11K- 0.44% |
$25.5K - $26.6K
|
251K
$5.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 4.87% |
$23.7K - $24.8K
|
20.1K
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-994- 9.23% |
$22.9K - $23.9K
|
9.78K
$230K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-971- 5.37% |
$22.4K - $23.4K
|
17.1K
$403K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-803- 4.71% |
$18.5K - $19.3K
|
16.2K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-585- 0.17% |
$13.5K - $14.1K
|
344K
$8.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-541- 4.76% |
$12.5K - $13K
|
10.8K
$255K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-474- 1.07% |
$10.9K - $11.4K
|
43.9K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-462- 0.17% |
$10.6K - $11.1K
|
278K
$6.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-422- 0.91% |
$9.72K - $10.2K
|
45.9K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-402- 2.66% |
$9.26K - $9.67K
|
14.7K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 3.12% |
$9.22K - $9.62K
|
12.4K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-372Closed |
$8.57K - $8.95K
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.7% |
$8.13K - $8.49K
|
12.7K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-337- 2.21% |
$7.76K - $8.11K
|
14.9K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315- 0.63% |
$7.26K - $7.58K
|
49.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-252- 1.28% |
$5.81K - $6.06K
|
19.4K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-246- 2.1% |
$5.67K - $5.92K
|
11.5K
$270K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-240- 2.44% |
$5.53K - $5.77K
|
9.61K
$226K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-223- 1.3% |
$5.14K - $5.37K
|
17K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-143- 0.77% |
$3.29K - $3.44K
|
18.4K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-110- 6.12% |
$2.53K - $2.65K
|
1.69K
$39.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-24- 0.11% |
$553 - $577
|
21.7K
$511K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 1.83% |
$415 - $433
|
964
$22.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.44% |
$392 - $409
|
1.17K
$27.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.11% |
$92.2 - $96.2
|
3.81K
$89.5K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-864K- 72.26% |
$19.7M - $20.2M
|
332K
$7.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11.4K- 51.28% |
$261K - $267K
|
10.9K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.3K- 51.48% |
$257K - $263K
|
10.6K
$250K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-82.6K- 13.12% |
$1.91M - $1.94M
|
547K
$12.9M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-24.1KClosed |
$557K - $566K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-21K- 70.71% |
$485K - $493K
|
8.69K
$204K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 44.76% |
$299K - $304K
|
16K
$375K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-555- 12.47% |
$12.8K - $13.1K
|
3.9K
$91.6K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-435- 94.16% |
$10.1K - $10.2K
|
27
$635
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 0.15% |
$2.38K - $2.42K
|
70.5K
$1.66M
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-20.3K- 3.95% |
$442K - $476K
|
493K
$11.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.07K- 17.17% |
$45.3K - $48.8K
|
10K
$235K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-305- 4.34% |
$6.66K - $7.17K
|
6.73K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-245- 21.78% |
$5.35K - $5.76K
|
880
$20.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-29- 43.94% |
$633 - $682
|
37
$871
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-833- 13.38% |
$18.6K - $19.2K
|
5.39K
$127K
|
|