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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-103- 0.15% |
$2.38K - $2.42K
|
70.5K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-110- 0.19% |
$2.55K - $2.59K
|
59K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-110- 0.19% |
$2.55K - $2.59K
|
59K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-163- 0.27% |
$3.77K - $3.83K
|
60.1K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-248- 0.62% |
$5.74K - $5.83K
|
39.8K
$946K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-320- 2.14% |
$7.4K - $7.53K
|
14.7K
$349K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-402- 2.17% |
$9.3K - $9.46K
|
18.1K
$430K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-406- 5.3% |
$9.39K - $9.55K
|
7.26K
$173K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-408- 27.46% |
$9.44K - $9.6K
|
1.08K
$25.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-412- 10.55% |
$9.53K - $9.69K
|
3.49K
$83.1K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-435- 94.16% |
$10.1K - $10.2K
|
27
$642
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-497- 1.84% |
$11.5K - $11.7K
|
26.5K
$631K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-555- 12.47% |
$12.8K - $13.1K
|
3.9K
$92.6K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-697- 1.52% |
$16.1K - $16.4K
|
45.3K
$1.08M
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-800- 5.74% |
$18.5K - $18.8K
|
13.1K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-868- 92.93% |
$20.1K - $20.4K
|
66
$1.57K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-938- 2.69% |
$21.7K - $22.1K
|
33.9K
$806K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-1.05K- 22.88% |
$24.3K - $24.7K
|
3.54K
$84.3K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.12K- 2.79% |
$25.8K - $26.3K
|
38.9K
$925K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 7.31% |
$27.4K - $27.8K
|
15K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.26K- 2.05% |
$29.1K - $29.6K
|
60.2K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.35K- 57.65% |
$31.3K - $31.8K
|
994
$23.6K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-1.43K- 0.52% |
$33.1K - $33.6K
|
276K
$6.57M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.62K- 0.69% |
$37.4K - $38K
|
233K
$5.55M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.62K- 11.38% |
$37.4K - $38K
|
12.6K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.67K- 1.42% |
$38.6K - $39.3K
|
116K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.86K- 12.35% |
$42.9K - $43.7K
|
13.2K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.92K- 11.43% |
$44.5K - $45.2K
|
14.9K
$354K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2.12K- 16.27% |
$49.1K - $49.9K
|
10.9K
$260K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.45K- 10.08% |
$56.8K - $57.7K
|
21.9K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-2.71K- 1.07% |
$62.7K - $63.7K
|
252K
$5.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Brown Financial Advisory
|
SELL
|
- |
-3.1K- 6.67% |
$71.8K - $73K
|
43.4K
$1.03M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.31K- 7.32% |
$76.7K - $77.9K
|
41.9K
$997K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-3.78K- 14.51% |
$87.5K - $89K
|
22.3K
$530K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-4.81K- 1.14% |
$111K - $113K
|
417K
$9.91M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.22K- 54.8% |
$121K - $123K
|
4.31K
$102K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.97K- 9.28% |
$138K - $140K
|
58.3K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.67K- 30.79% |
$154K - $157K
|
15K
$356K
|
|
|
Apr 11, 2024
Q1 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-7.63K- 2.98% |
$177K - $179K
|
248K
$5.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.76K- 13.88% |
$180K - $183K
|
48.1K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.1K- 49.3% |
$256K - $260K
|
11.4K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-12.5K- 55.83% |
$288K - $293K
|
9.86K
$234K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-12.9K- 44.76% |
$299K - $304K
|
16K
$379K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.9K- 41.28% |
$321K - $327K
|
19.8K
$470K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.2K- 18.58% |
$376K - $382K
|
71.2K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.6K- 83.86% |
$384K - $391K
|
3.2K
$76K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-18.8K- 20.24% |
$436K - $443K
|
74.2K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-19.3K- 24.32% |
$446K - $454K
|
60K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.7K- 0.26% |
$478K - $486K
|
8.02M
$191M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-20.9K- 21.38% |
$483K - $491K
|
76.8K
$1.83M
|