Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.5K+ 36.57% |
$1.29M - $1.32M
|
211K
$4.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.3KNew |
$1.26M - $1.29M
|
55.3K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
53.4K+ 75.95% |
$1.22M - $1.25M
|
124K
$2.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
50.7K+ 220.68% |
$1.16M - $1.18M
|
73.7K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
49K+ 63.83% |
$1.12M - $1.14M
|
126K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
BUY
|
- |
43.9K+ 32.58% |
$1M - $1.02M
|
179K
$4.21M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
43.9K+ 5.7% |
$1M - $1.02M
|
814K
$19.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
41.5K+ 19.12% |
$947K - $968K
|
259K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
40.5KNew |
$924K - $944K
|
40.5K
$953K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
40K+ 7.31% |
$913K - $933K
|
587K
$13.8M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
34.1K+ 92.12% |
$779K - $796K
|
71.2K
$1.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.7K+ 11.98% |
$724K - $740K
|
297K
$6.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
31.3K+ 22.38% |
$714K - $730K
|
171K
$4.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31K+ 164.83% |
$707K - $722K
|
49.8K
$1.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
30.5K+ 57.62% |
$697K - $712K
|
83.5K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
30.2K+ 56.53% |
$690K - $705K
|
83.8K
$1.97M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.7K+ 4.34% |
$655K - $669K
|
690K
$16.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.7KNew |
$609K - $622K
|
26.7K
$628K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.6K+ 44.58% |
$608K - $621K
|
86.4K
$2.03M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
26.4K+ 36.48% |
$603K - $617K
|
98.9K
$2.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.7K+ 18639.86% |
$587K - $600K
|
25.9K
$609K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
25.2KNew |
$576K - $588K
|
25.2K
$594K
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
24.6K+ 32.43% |
$561K - $573K
|
100K
$2.36M
|
|
|
Aug 15, 2024
Q2 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
24.5KNew |
$559K - $571K
|
24.5K
$577K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24.2K+ 3.15% |
$552K - $564K
|
793K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.9K+ 48.18% |
$545K - $557K
|
73.5K
$1.73M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
23.6KNew |
$539K - $551K
|
23.6K
$556K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
22K+ 21.48% |
$501K - $512K
|
124K
$2.93M
|
|
|
Jul 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
21.5K+ 7.3% |
$491K - $501K
|
316K
$7.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.7K+ 400.56% |
$472K - $482K
|
25.9K
$609K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
20K+ 9.52% |
$456K - $466K
|
230K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 4.37% |
$434K - $443K
|
454K
$10.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.6KNew |
$378K - $386K
|
16.6K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
16.5K+ 2.15% |
$377K - $385K
|
785K
$18.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
15.6K+ 25.91% |
$356K - $364K
|
75.8K
$1.79M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
15.3K+ 35.96% |
$350K - $357K
|
58K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
15K+ 30.23% |
$341K - $349K
|
64.5K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
14.5K+ 48.06% |
$331K - $339K
|
44.7K
$1.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.8KNew |
$316K - $323K
|
13.8K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
13.8K+ 5.58% |
$315K - $321K
|
261K
$6.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 5.76% |
$310K - $317K
|
250K
$5.88M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.5KNew |
$309K - $316K
|
13.5K
$319K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.4K+ 25.59% |
$306K - $313K
|
65.8K
$1.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
12.7K+ 10.68% |
$289K - $295K
|
131K
$3.09M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
11.7KNew |
$267K - $273K
|
11.7K
$276K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11K+ 15.48% |
$251K - $257K
|
82.1K
$1.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
11KNew |
$251K - $257K
|
11K
$259K
|
|
|
Jul 23, 2024
Q2 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
11KNew |
$251K - $256K
|
11K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.8KNew |
$246K - $252K
|
10.8K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
10.5KNew |
$239K - $244K
|
10.5K
$247K
|