Purchases and Sales Made in Q2 2023 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)

SPHY Quotes by TradingView

This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Hig (SPHY) during Q2 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
Jul 13, 2023 Q2 2023
Nova Point Capital, LLC

BUY
 -
10.6K
New
$238K - $244K
10.6K $251K
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
8.79K
+ 6.26%
$197K - $202K
149K $3.51M
Jul 24, 2023 Q2 2023
Trilogy Capital Inc.

BUY
 -
8.1K
+ 34.25%
$181K - $186K
31.8K $747K
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
6.8K
New
$152K - $156K
6.8K $160K
Jul 20, 2023 Q2 2023
Keystone Wealth Services, LLC

BUY
 -
6.53K
+ 14.35%
$146K - $150K
52.1K $1.22M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.52K
+ 26.35%
$146K - $149K
31.3K $735K
Aug 15, 2023 Q2 2023
Centaurus Financial, Inc.

BUY
 -
6.5K
+ 14.8%
$146K - $149K
50.4K $1.19M
Jul 13, 2023 Q2 2023
Mid American Wealth Advisory Group, Inc.

Kansas City, MO
BUY
 -
6.48K
+ 6.25%
$145K - $149K
110K $2.59M
Aug 08, 2023 Q2 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
6.33K
+ 14.32%
$142K - $145K
50.5K $1.19M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
6.23K
New
$139K - $143K
6.23K $146K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
6.09K
+ 12.31%
$136K - $140K
55.6K $1.31M
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
5.94K
+ 1485.25%
$133K - $136K
6.34K $149K
Jul 06, 2023 Q2 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
5.86K
+ 14.89%
$131K - $134K
45.2K $1.06M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
5.69K
+ 59.45%
$127K - $131K
15.3K $359K
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

BUY
 -
5.62K
+ 32.67%
$126K - $129K
22.8K $537K
Nov 20, 2023 Q2 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
5.54K
+ 16.7%
$124K - $127K
38.7K $911K
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.69K
+ 11.9%
$105K - $108K
44.1K $1.04M
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
4.4K
+ 1.68%
$98.6K - $101K
267K $6.28M
Aug 14, 2023 Q2 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
4.4K
+ 32.32%
$98.5K - $101K
18K $424K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
4.22K
+ 1219.65%
$94.5K - $96.8K
4.57K $107K
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
3.8K
+ 1.68%
$85K - $87.1K
230K $5.41M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
2.89K
+ 14.78%
$64.6K - $66.2K
22.4K $527K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
2.81K
+ 4.15%
$63K - $64.6K
70.6K $1.66M
Aug 14, 2023 Q2 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
2.06K
+ 3.53%
$46.2K - $47.3K
60.5K $1.42M
Aug 04, 2023 Q2 2023
Iowa State Bank

BUY
 -
1.8K
+ 1.99%
$40.3K - $41.3K
92.3K $2.17M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
1.58K
+ 6.9%
$35.3K - $36.2K
24.5K $575K
Jul 06, 2023 Q2 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
1.37K
+ 4.27%
$30.7K - $31.4K
33.4K $787K
Aug 10, 2023 Q2 2023
Strategic Financial Planning, Inc.

BUY
 -
1.28K
+ 0.6%
$28.6K - $29.3K
214K $5.03M
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
1.07K
+ 1.48%
$23.9K - $24.5K
73.1K $1.72M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1K
New
$22.5K - $23K
1K $23.6K
Aug 01, 2023 Q2 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
688
+ 2.31%
$15.4K - $15.8K
30.4K $716K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
658
New
$14.7K - $15.1K
658 $15.5K
Aug 08, 2023 Q2 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
499
+ 29.56%
$11.2K - $11.4K
2.19K $51.5K
Jul 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
430
+ 3.27%
$9.63K - $9.86K
13.6K $319K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
384
+ 4.11%
$8.6K - $8.81K
9.73K $229K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
361
+ 1.41%
$8.08K - $8.28K
25.9K $609K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
295
New
$6.61K - $6.77K
295 $6.94K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
128
+ 1.12%
$2.87K - $2.94K
11.5K $271K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
88
New
$1.97K - $2.02K
88 $2.07K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
88
New
$1.97K - $2.02K
88 $2.07K
Jul 31, 2023 Q2 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
61
+ 0.31%
$1.37K - $1.4K
19.7K $464K
Jul 20, 2023 Q2 2023
Investment Research & Advisory Group, Inc.

BUY
 -
45
New
$1.01K - $1.03K
45 $1.06K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
24
+ 1.43%
$537 - $551
1.7K $40K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
23
New
$515 - $528
23 $541
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
19
New
$425 - $436
19 $447
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
16
+ 0.15%
$358 - $367
10.7K $251K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
12
+ 0.11%
$269 - $275
10.9K $256K
Aug 14, 2023 Q2 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
10
+ 0.43%
$224 - $229
2.35K $55.3K
Aug 11, 2023 Q2 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
6
+ 1.1%
$134 - $138
549 $12.9K

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