Purchases and Sales Made in Q1 2023 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO HIG.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
12.2KNew |
$272K - $285K
|
12.2K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 29.93% |
$254K - $267K
|
49.5K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
11K+ 33.23% |
$246K - $258K
|
44.2K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.9KNew |
$243K - $255K
|
10.9K
$259K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$238K - $249K
|
10.7K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10K+ 342.79% |
$224K - $235K
|
13K
$308K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.57KNew |
$213K - $224K
|
9.57K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9.35KNew |
$208K - $219K
|
9.35K
$222K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
9.03KNew |
$201K - $211K
|
9.03K
$214K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
8.92K+ 3.51% |
$199K - $209K
|
263K
$6.23M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
8.5K+ 10.49% |
$189K - $199K
|
89.5K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.4K+ 19.01% |
$187K - $196K
|
52.6K
$1.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.04K+ 17.5% |
$179K - $188K
|
54K
$1.28M
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.08K+ 18.41% |
$158K - $166K
|
45.5K
$1.08M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.63K+ 3.02% |
$148K - $155K
|
226K
$5.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.47K+ 27.8% |
$144K - $151K
|
29.7K
$706K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
5.59K+ 32.36% |
$125K - $131K
|
22.9K
$543K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.34K+ 12.28% |
$119K - $125K
|
48.8K
$1.16M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.31K+ 8.13% |
$118K - $124K
|
70.7K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.28K+ 45.34% |
$118K - $124K
|
16.9K
$401K
|
|
|
May 10, 2023
Q1 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
5.09K+ 2.45% |
$113K - $119K
|
213K
$5.04M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.98K+ 4984.0% |
$111K - $117K
|
5.08K
$121K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.54K+ 30.31% |
$101K - $106K
|
19.5K
$463K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.54K+ 24.98% |
$101K - $106K
|
22.7K
$539K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.09K+ 4.4% |
$91.1K - $95.6K
|
96.9K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.02KNew |
$89.5K - $94K
|
4.02K
$95.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4KNew |
$89K - $93.5K
|
4K
$94.8K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.76K+ 20.06% |
$61.6K - $64.7K
|
16.5K
$392K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2.46K+ 10.65% |
$54.8K - $57.5K
|
25.5K
$606K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.34KNew |
$52.1K - $54.7K
|
2.34K
$55.5K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.24K+ 3.98% |
$49.9K - $52.3K
|
58.5K
$1.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.08K+ 145.17% |
$46.3K - $48.6K
|
3.51K
$83.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.03KNew |
$45.1K - $47.4K
|
2.03K
$48K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.4K+ 56.98% |
$31.1K - $32.7K
|
3.85K
$91.2K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.35K+ 13.41% |
$30K - $31.5K
|
11.4K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.18K+ 118300.0% |
$26.4K - $27.7K
|
1.18K
$28.1K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
987+ 3.17% |
$22K - $23.1K
|
32.1K
$761K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
797New |
$17.8K - $18.6K
|
797
$18.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
745+ 8.51% |
$16.6K - $17.4K
|
9.5K
$225K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
667+ 1.72% |
$14.9K - $15.6K
|
39.4K
$935K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
449+ 1.85% |
$10K - $10.5K
|
24.7K
$587K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
415+ 0.18% |
$9.25K - $9.71K
|
233K
$5.52M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
380New |
$8.47K - $8.89K
|
380
$9.01K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
248+ 1.86% |
$5.53K - $5.8K
|
13.6K
$323K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
206+ 30.25% |
$4.59K - $4.82K
|
887
$21K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
192+ 0.93% |
$4.28K - $4.49K
|
20.8K
$494K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
191+ 12.76% |
$4.26K - $4.47K
|
1.69K
$40K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
131+ 43.81% |
$2.92K - $3.07K
|
430
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
94+ 0.5% |
$2.1K - $2.2K
|
18.9K
$449K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
56+ 0.54% |
$1.25K - $1.31K
|
10.4K
$246K
|