Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.08K+ 10.28% |
$24.9K - $25.3K
|
11.6K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.04K+ 5.45% |
$24.2K - $24.6K
|
20.2K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
989+ 4.01% |
$22.9K - $23.3K
|
25.6K
$610K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
936+ 59.47% |
$21.7K - $22K
|
2.51K
$59.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
934+ 1.72% |
$21.6K - $22K
|
55.1K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
910+ 7.14% |
$21.1K - $21.4K
|
13.7K
$325K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
855+ 4.86% |
$19.8K - $20.1K
|
18.5K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
838+ 2.95% |
$19.4K - $19.7K
|
29.2K
$695K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
798+ 5.45% |
$18.5K - $18.8K
|
15.4K
$367K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
699+ 1704.88% |
$16.2K - $16.4K
|
740
$17.6K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
557New |
$12.9K - $13.1K
|
557
$13.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
556+ 3.98% |
$12.9K - $13.1K
|
14.5K
$345K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
547New |
$12.7K - $12.9K
|
547
$13K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
517New |
$12K - $12.2K
|
517
$12.3K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
517New |
$12K - $12.2K
|
517
$12.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
500New |
$11.6K - $11.8K
|
500
$11.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450New |
$10.4K - $10.6K
|
450
$10.7K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
362+ 7.2% |
$8.38K - $8.51K
|
5.39K
$128K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
362New |
$8.38K - $8.51K
|
362
$8.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
331+ 2.22% |
$7.66K - $7.79K
|
15.2K
$362K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
326+ 0.44% |
$7.54K - $7.67K
|
73.8K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220New |
$5.09K - $5.17K
|
220
$5.23K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
213+ 92.21% |
$4.93K - $5.01K
|
444
$10.6K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
211New |
$4.88K - $4.96K
|
211
$5.02K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
182+ 28.17% |
$4.21K - $4.28K
|
828
$19.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
177+ 0.27% |
$4.1K - $4.16K
|
65.8K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
175+ 1.87% |
$4.05K - $4.12K
|
9.55K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
138New |
$3.19K - $3.25K
|
138
$3.28K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
133+ 9.31% |
$3.08K - $3.13K
|
1.56K
$37.1K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
121New |
$2.8K - $2.85K
|
121
$2.88K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
110New |
$2.55K - $2.59K
|
110
$2.62K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
96+ 1.12% |
$2.22K - $2.26K
|
8.63K
$205K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
85+ 1.32% |
$1.97K - $2K
|
6.52K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
72+ 0.04% |
$1.67K - $1.69K
|
191K
$4.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
64New |
$1.48K - $1.51K
|
64
$1.52K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 0.1% |
$1.06K - $1.08K
|
46.5K
$1.11M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
28New |
$648 - $659
|
28
$666
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
22+ 0.05% |
$509 - $517
|
40.7K
$968K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19New |
$440 - $447
|
19
$452
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16+ 2.21% |
$370 - $376
|
739
$17.6K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 0.35% |
$208 - $212
|
2.56K
$60.9K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
9+ 0.09% |
$208 - $212
|
10.3K
$244K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5+ 1.2% |
$116 - $118
|
420
$9.99K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5+ 0.17% |
$116 - $118
|
2.98K
$70.8K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 1.04% |
$46.3 - $47
|
194
$4.61K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.37% |
$46.3 - $47
|
549
$13.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6- 24.0% |
$139 - $141
|
19
$452
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-18- 0.17% |
$417 - $423
|
10.7K
$255K
|