Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.73KNew |
$38.5K - $43.5K
|
1.73K
$40.9K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.03K+ 7.52% |
$22.9K - $25.9K
|
14.6K
$347K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
942+ 2.86% |
$21K - $23.8K
|
33.9K
$804K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
891+ 9.53% |
$19.9K - $22.5K
|
10.2K
$243K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
830New |
$18.5K - $20.9K
|
830
$19.7K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
750+ 104.9% |
$16.8K - $18.9K
|
1.47K
$34.7K
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
732+ 408.94% |
$16.4K - $18.5K
|
911
$21.6K
|
|
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
$18.7K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
445+ 55.69% |
$9.94K - $11.2K
|
1.24K
$29.5K
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
357+ 2.38% |
$7.98K - $9K
|
15.4K
$365K
|
|
Aug 12, 2022
Q2 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
318+ 1.45% |
$7.1K - $8.02K
|
22.3K
$529K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
300+ 1.35% |
$6.7K - $7.57K
|
22.6K
$535K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
225+ 1.08% |
$5.03K - $5.67K
|
21.1K
$501K
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
175+ 4375.0% |
$3.91K - $4.41K
|
179
$4.25K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
121New |
$2.7K - $3.05K
|
121
$2.87K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
28+ 12.12% |
$626 - $706
|
259
$6.14K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25New |
$559 - $631
|
25
$593
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
17+ 0.95% |
$380 - $429
|
1.8K
$42.7K
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
11+ 1.43% |
$246 - $277
|
781
$18.5K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.67% |
$44.7 - $50.4
|
300
$7.12K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-14- 4.84% |
$313 - $353
|
275
$6.52K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-99- 20.29% |
$2.21K - $2.5K
|
389
$9.23K
|
|
Jul 14, 2022
Q2 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-149- 6.31% |
$3.33K - $3.76K
|
2.21K
$52.5K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
SELL
|
- |
-275- 3.5% |
$6.14K - $6.94K
|
7.59K
$180K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-450Closed |
$10.1K - $11.3K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-487- 3.2% |
$10.9K - $12.3K
|
14.8K
$350K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-568Closed |
$12.7K - $14.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-665- 3.41% |
$14.9K - $16.8K
|
18.8K
$446K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.01K- 11.13% |
$22.6K - $25.5K
|
8.07K
$191K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.02K- 18.79% |
$22.8K - $25.7K
|
4.41K
$105K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.45K- 12.36% |
$32.4K - $36.5K
|
10.3K
$244K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.52K- 4.58% |
$33.9K - $38.3K
|
31.6K
$750K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.53K- 13.63% |
$34.2K - $38.7K
|
9.71K
$230K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.7KClosed |
$37.9K - $42.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.81K- 11.43% |
$40.3K - $45.5K
|
14K
$332K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.88K- 7.38% |
$42K - $47.4K
|
23.6K
$560K
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.93K- 14.42% |
$43.2K - $48.8K
|
11.5K
$272K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.12K- 21.98% |
$69.8K - $78.8K
|
11.1K
$263K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-3.35KClosed |
$74.7K - $84.4K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.66K- 13.75% |
$81.7K - $92.2K
|
22.9K
$544K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.88KClosed |
$86.6K - $97.8K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.02K- 32.12% |
$112K - $127K
|
10.6K
$252K
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-8K- 8.25% |
$179K - $202K
|
89K
$2.11M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8KClosed |
$179K - $202K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.05K- 31.39% |
$180K - $203K
|
17.6K
$417K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.72K- 7.92% |
$195K - $220K
|
101K
$2.41M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-10.6KClosed |
$237K - $267K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.8KClosed |
$352K - $398K
|
0
$0
|