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
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 0.61% |
$35.5K - $36.2K
|
252K
$5.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.58K- 0.96% |
$36K - $36.8K
|
162K
$3.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.59K- 10.86% |
$36.4K - $37.1K
|
13.1K
$306K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.39K- 15.93% |
$54.4K - $55.6K
|
12.6K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 5.6% |
$57.1K - $58.4K
|
42.2K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.18K- 3.67% |
$72.6K - $74.2K
|
83.5K
$1.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.85K- 3.94% |
$87.9K - $89.9K
|
94.1K
$2.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.86K- 11.99% |
$88.2K - $90.1K
|
28.4K
$665K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.1K- 7.45% |
$93.7K - $95.7K
|
51K
$1.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-4.12K- 4.95% |
$94K - $96.1K
|
79.2K
$1.86M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-5.12K- 30.88% |
$117K - $119K
|
11.5K
$269K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5.47K- 9.38% |
$125K - $127K
|
52.8K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.12K- 14.6% |
$140K - $143K
|
35.8K
$839K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 5.06% |
$178K - $182K
|
147K
$3.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-8.25K- 20.73% |
$188K - $192K
|
31.5K
$739K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.8K- 8.92% |
$246K - $251K
|
110K
$2.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11.3K- 51.48% |
$257K - $263K
|
10.6K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-11.4K- 51.28% |
$261K - $267K
|
10.9K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-12K- 11.19% |
$274K - $280K
|
95.2K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-12.7K- 37.59% |
$291K - $297K
|
21.1K
$495K
|
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-12.8K- 5.15% |
$291K - $298K
|
235K
$5.51M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.1K- 14.99% |
$390K - $399K
|
97K
$2.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-19.4K- 50.1% |
$442K - $452K
|
19.3K
$452K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-33.1K- 2.71% |
$755K - $772K
|
1.19M
$27.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-35.9K- 5.0% |
$820K - $838K
|
682K
$16M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-36.5K- 27.06% |
$834K - $852K
|
98.5K
$2.31M
|
|
|
Dec 03, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-42.6K- 6.77% |
$973K - $994K
|
587K
$13.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-55.2K- 13.01% |
$1.26M - $1.29M
|
369K
$8.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-88K- 31.85% |
$2.01M - $2.05M
|
188K
$4.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-103K- 41.35% |
$2.35M - $2.4M
|
146K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-199K- 1.8% |
$4.54M - $4.64M
|
10.8M
$254M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226K- 27.39% |
$5.15M - $5.26M
|
598K
$14M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-356K- 26.42% |
$8.12M - $8.29M
|
990K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-435K- 13.31% |
$9.93M - $10.1M
|
2.83M
$66.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-585K- 53.76% |
$13.3M - $13.6M
|
503K
$11.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-766K- 34.17% |
$17.5M - $17.9M
|
1.48M
$34.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-864K- 72.26% |
$19.7M - $20.2M
|
332K
$7.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.26M- 21.78% |
$51.6M - $52.7M
|
8.12M
$190M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.26M- 21.78% |
$51.6M - $52.7M
|
8.12M
$190M
|
|
|
Aug 13, 2024
Q2 2024
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-84M- 95.7% |
$1.92B - $1.96B
|
3.78M
$88.5M
|