Purchases and Sales Made in Q2 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.65% |
$44.8 - $45.9
|
309
$7.27K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
SELL
|
- |
-1- -0.0% |
$22.4 - $22.9
|
21K
$493K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-76- 0.46% |
$1.7K - $1.74K
|
16.5K
$387K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-89- 2.54% |
$1.99K - $2.04K
|
3.42K
$80.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-265- 1.06% |
$5.93K - $6.08K
|
24.8K
$584K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-318- 2.17% |
$7.12K - $7.29K
|
14.3K
$337K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-425- 51.77% |
$9.52K - $9.75K
|
396
$9.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-595- 92.25% |
$13.3K - $13.6K
|
50
$1.18K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-600- 16.26% |
$13.4K - $13.8K
|
3.09K
$72.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-621- 3.13% |
$13.9K - $14.2K
|
19.2K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-728- 91.34% |
$16.3K - $16.7K
|
69
$1.62K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-791- 2.94% |
$17.7K - $18.1K
|
26.1K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-855- 1.54% |
$19.1K - $19.6K
|
54.7K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.01K- 6.21% |
$22.6K - $23.1K
|
15.2K
$358K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.11K- 11.68% |
$24.9K - $25.5K
|
8.39K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.15K- 1.03% |
$25.8K - $26.5K
|
111K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.32K- 12.71% |
$29.5K - $30.3K
|
9.06K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.39K- 7.33% |
$31.1K - $31.8K
|
17.5K
$413K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.58K- 1.63% |
$35.3K - $36.2K
|
95.3K
$2.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.58K- 5.04% |
$35.3K - $36.2K
|
29.7K
$700K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-2.46K- 0.23% |
$55.1K - $56.5K
|
1.05M
$24.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.1K- 27.87% |
$91.9K - $94.1K
|
10.6K
$250K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-5.15K- 3.97% |
$115K - $118K
|
125K
$2.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.71K- 15.88% |
$128K - $131K
|
30.2K
$712K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-7.86K- 1.81% |
$176K - $180K
|
428K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.8K- 67.87% |
$197K - $202K
|
4.17K
$98K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-10.1K- 28.22% |
$226K - $231K
|
25.7K
$604K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4K- 40.31% |
$233K - $238K
|
15.4K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.7K- 8.18% |
$261K - $268K
|
131K
$3.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-12.1K- 40.52% |
$272K - $279K
|
17.8K
$420K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16K- 59.63% |
$358K - $367K
|
10.8K
$255K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-16.5K- 11.17% |
$370K - $379K
|
131K
$3.09M
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-19.6K- 58.32% |
$440K - $451K
|
14K
$330K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-24.2K- 72.16% |
$542K - $556K
|
9.35K
$220K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.9K- 20.98% |
$558K - $572K
|
93.8K
$2.21M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29.2K- 98.55% |
$654K - $671K
|
430
$10.1K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-32.2K- 62.54% |
$720K - $738K
|
19.3K
$453K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-32.4K- 50.36% |
$726K - $744K
|
32K
$752K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.2K- 17.73% |
$1.1M - $1.13M
|
228K
$5.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-73K- 62.65% |
$1.63M - $1.67M
|
43.5K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-107K- 16.53% |
$2.39M - $2.45M
|
539K
$12.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-152K- 99.8% |
$3.4M - $3.48M
|
307
$7.22K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-183K- 84.56% |
$4.09M - $4.19M
|
33.4K
$785K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-227K- 65.34% |
$5.09M - $5.21M
|
121K
$2.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-276K- 10.05% |
$6.17M - $6.33M
|
2.47M
$58M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-407KClosed |
$9.11M - $9.33M
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-449K- 77.2% |
$10.1M - $10.3M
|
133K
$3.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-477K- 91.74% |
$10.7M - $11M
|
43K
$1.01M
|