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 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
10.5K+ 8.25% |
$239K - $244K
|
137K
$3.23M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.4K+ 52.86% |
$238K - $243K
|
30.2K
$711K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10.4KNew |
$236K - $242K
|
10.4K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$235K - $240K
|
10.3K
$243K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 15.33% |
$234K - $240K
|
77.3K
$1.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
10.3K+ 8.53% |
$234K - $240K
|
131K
$3.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10.2K+ 7.68% |
$234K - $239K
|
143K
$3.38M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
10.2KNew |
$232K - $237K
|
10.2K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10K+ 1.52% |
$228K - $233K
|
668K
$15.7M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
9.94K+ 2.39% |
$227K - $232K
|
427K
$10M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
9.76K+ 23.99% |
$223K - $228K
|
50.5K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.52KNew |
$217K - $222K
|
9.52K
$224K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
9.12KNew |
$208K - $213K
|
9.12K
$215K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.74KNew |
$199K - $204K
|
8.74K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.73K+ 8.83% |
$199K - $204K
|
108K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
8.71K+ 3.59% |
$199K - $203K
|
251K
$5.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.62K+ 27.44% |
$197K - $201K
|
40K
$943K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.62KNew |
$197K - $201K
|
8.62K
$203K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
8.62K+ 23.68% |
$197K - $201K
|
45K
$1.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.61K+ 22.16% |
$197K - $201K
|
47.5K
$1.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.6K+ 400.0% |
$196K - $201K
|
10.8K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.17K+ 11.48% |
$187K - $191K
|
79.4K
$1.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8.11K+ 77.95% |
$185K - $189K
|
18.5K
$436K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
7.66K+ 4.28% |
$175K - $179K
|
187K
$4.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.41K+ 34.48% |
$169K - $173K
|
28.9K
$680K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.37K+ 15.33% |
$168K - $172K
|
55.4K
$1.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.16K+ 5.49% |
$163K - $167K
|
137K
$3.24M
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6.65K+ 9.89% |
$152K - $155K
|
73.9K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
6.35K+ 55.07% |
$145K - $148K
|
17.9K
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.28K+ 13.04% |
$143K - $146K
|
54.4K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.98K+ 2835.55% |
$137K - $140K
|
6.19K
$146K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.89K+ 15.87% |
$134K - $137K
|
43K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
5.69K+ 5.01% |
$130K - $133K
|
119K
$2.81M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.64K+ 36.96% |
$129K - $132K
|
20.9K
$492K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.22KNew |
$119K - $122K
|
5.22K
$123K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.16KNew |
$118K - $120K
|
5.16K
$121K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
5.16K+ 4.73% |
$118K - $120K
|
114K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5KNew |
$114K - $117K
|
5K
$118K
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
4.91K+ 3.98% |
$112K - $114K
|
128K
$3.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.77KNew |
$109K - $111K
|
4.77K
$112K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
4.54K+ 1.33% |
$103K - $106K
|
345K
$8.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.34K+ 2.01% |
$99.1K - $101K
|
220K
$5.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.29K+ 37.7% |
$97.8K - $99.9K
|
15.7K
$369K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.23K+ 33.06% |
$96.6K - $98.7K
|
17K
$401K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.2K+ 11.13% |
$95.7K - $97.8K
|
41.9K
$987K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.08K+ 26.79% |
$93K - $95K
|
19.3K
$454K
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
3.83K+ 11.36% |
$87.5K - $89.4K
|
37.6K
$885K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.8K+ 13.25% |
$86.7K - $88.6K
|
32.5K
$765K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.55K+ 1.16% |
$81K - $82.8K
|
308K
$7.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.55K+ 14.34% |
$81K - $82.8K
|
28.3K
$667K
|