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 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
294+ 8.3% |
$6.71K - $6.86K
|
3.84K
$89.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
273+ 1.03% |
$6.23K - $6.37K
|
26.8K
$628K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
269New |
$6.14K - $6.27K
|
269
$6.3K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
260+ 2.21% |
$5.93K - $6.06K
|
12K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
256+ 400.0% |
$5.84K - $5.97K
|
320
$7.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
230+ 1.75% |
$5.25K - $5.36K
|
13.4K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
217+ 1.72% |
$4.95K - $5.06K
|
12.8K
$300K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
210+ 173.55% |
$4.79K - $4.9K
|
331
$7.76K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
154+ 18.6% |
$3.51K - $3.59K
|
982
$23K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
128New |
$2.92K - $2.98K
|
128
$3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
126+ 114.55% |
$2.88K - $2.94K
|
236
$5.53K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
125+ 1.3% |
$2.85K - $2.92K
|
9.75K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
107+ 0.71% |
$2.44K - $2.5K
|
15.1K
$354K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
76+ 0.39% |
$1.73K - $1.77K
|
19.7K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
72+ 1.05% |
$1.64K - $1.68K
|
6.94K
$163K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
71+ 0.47% |
$1.62K - $1.66K
|
15.2K
$357K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 0.15% |
$1.57K - $1.61K
|
46.6K
$1.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
60+ 0.46% |
$1.37K - $1.4K
|
13.2K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
48+ 0.45% |
$1.1K - $1.12K
|
10.8K
$253K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28+ 1.12% |
$639 - $653
|
2.54K
$59.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
24+ 4.64% |
$548 - $560
|
541
$12.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
15+ 1.39% |
$342 - $350
|
1.09K
$25.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
12New |
$274 - $280
|
12
$281
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
12+ 0.47% |
$274 - $280
|
2.58K
$60.3K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
10New |
$228 - $233
|
10
$234
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 2.14% |
$205 - $210
|
429
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
6+ 31.58% |
$137 - $140
|
25
$586
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 2.06% |
$91.3 - $93.3
|
198
$4.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11- 0.06% |
$251 - $257
|
18.1K
$424K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-119- 0.54% |
$2.72K - $2.78K
|
21.7K
$509K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-137- 1.19% |
$3.13K - $3.19K
|
11.4K
$268K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-144- 1.32% |
$3.29K - $3.36K
|
10.8K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-203- 10.15% |
$4.63K - $4.73K
|
1.8K
$42.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-253- 1.45% |
$5.77K - $5.9K
|
17.2K
$403K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-349- 8.1% |
$7.96K - $8.14K
|
3.96K
$92.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-371- 2.55% |
$8.47K - $8.65K
|
14.2K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-453- 82.51% |
$10.3K - $10.6K
|
96
$2.25K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-507- 0.2% |
$11.6K - $11.8K
|
251K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-553- 3.58% |
$12.6K - $12.9K
|
14.9K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-620- 0.84% |
$14.1K - $14.5K
|
73.2K
$1.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-725- 3.41% |
$16.5K - $16.9K
|
20.5K
$481K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-883- 1.66% |
$20.2K - $20.6K
|
52.4K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-908- 1.73% |
$20.7K - $21.2K
|
51.7K
$1.21M
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.13K- 3.78% |
$25.7K - $26.2K
|
28.6K
$671K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.18K- 2.48% |
$26.9K - $27.5K
|
46.3K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-1.22K- 2.81% |
$27.8K - $28.4K
|
42.2K
$988K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.26K- 1.91% |
$28.7K - $29.3K
|
64.5K
$1.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.29K- 36.92% |
$29.4K - $30.1K
|
2.2K
$51.6K
|