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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.49K+ 0.56% |
$79.6K - $81.4K
|
631K
$14.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.23K+ 6.4% |
$73.7K - $75.3K
|
53.7K
$1.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.21K+ 16.29% |
$73.3K - $74.9K
|
22.9K
$537K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.13K+ 8.06% |
$71.5K - $73.1K
|
42K
$985K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.97KNew |
$67.8K - $69.3K
|
2.97K
$69.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.87K+ 25.47% |
$65.4K - $66.8K
|
14.1K
$331K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.81K+ 2.61% |
$64K - $65.4K
|
110K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.78K+ 15.06% |
$63.5K - $64.9K
|
21.2K
$498K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.61K+ 0.95% |
$59.6K - $60.9K
|
278K
$6.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.57K+ 5.25% |
$58.5K - $59.8K
|
51.4K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.46K+ 18.11% |
$56.2K - $57.4K
|
16.1K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.46K+ 1.05% |
$56.1K - $57.3K
|
236K
$5.52M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.35K+ 25.01% |
$53.7K - $54.9K
|
11.8K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.23K+ 3.37% |
$50.9K - $52K
|
68.5K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.19K+ 21.81% |
$49.9K - $51K
|
12.2K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.08K+ 10.29% |
$47.4K - $48.5K
|
22.3K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99K+ 7.97% |
$45.4K - $46.4K
|
26.9K
$631K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.96K+ 6.22% |
$44.7K - $45.7K
|
33.4K
$784K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 0.99% |
$43.2K - $44.2K
|
193K
$4.52M
|
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.86K+ 13.6% |
$42.4K - $43.3K
|
15.5K
$363K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.85K+ 30.28% |
$42.2K - $43.1K
|
7.96K
$186K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.62K+ 5.46% |
$36.9K - $37.7K
|
31.2K
$731K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
1.56K+ 2.59% |
$35.5K - $36.3K
|
61.6K
$1.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.44K+ 28.61% |
$32.9K - $33.7K
|
6.49K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.38K+ 3.05% |
$31.5K - $32.2K
|
46.6K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.26K+ 19.25% |
$28.7K - $29.3K
|
7.78K
$182K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.21KNew |
$27.7K - $28.3K
|
1.21K
$28.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 2.7% |
$26.6K - $27.2K
|
44.4K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.12K+ 0.97% |
$25.6K - $26.2K
|
117K
$2.75M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.11K+ 10.82% |
$25.3K - $25.9K
|
11.4K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1.08K+ 18.6% |
$24.5K - $25.1K
|
6.86K
$161K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
1.05KNew |
$24.1K - $24.6K
|
1.05K
$24.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
885+ 89.03% |
$20.2K - $20.6K
|
1.88K
$44K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
703+ 2.4% |
$16K - $16.4K
|
29.9K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
667+ 10.52% |
$15.2K - $15.6K
|
7.01K
$164K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
591+ 8.14% |
$13.5K - $13.8K
|
7.85K
$184K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
571+ 0.97% |
$13K - $13.3K
|
59.6K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
571+ 0.97% |
$13K - $13.3K
|
59.6K
$1.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
500+ 2.86% |
$11.4K - $11.7K
|
18K
$422K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
494+ 3.97% |
$11.3K - $11.5K
|
12.9K
$303K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
483+ 3.51% |
$11K - $11.3K
|
14.2K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
444+ 60.0% |
$10.1K - $10.4K
|
1.18K
$27.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
398New |
$9.08K - $9.28K
|
398
$9.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
395+ 53.45% |
$9.01K - $9.21K
|
1.13K
$26.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
390+ 78.0% |
$8.9K - $9.09K
|
890
$20.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
372New |
$8.49K - $8.68K
|
372
$8.72K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
349+ 2.99% |
$7.96K - $8.14K
|
12K
$282K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
348+ 2.77% |
$7.94K - $8.12K
|
12.9K
$303K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
318+ 3.68% |
$7.26K - $7.42K
|
8.95K
$210K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
302+ 3.16% |
$6.89K - $7.04K
|
9.85K
$231K
|