Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
3.48K+ 1.68% |
$75.6K - $83.5K
|
211K
$4.97M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.15KNew |
$68.4K - $75.5K
|
3.15K
$74.1K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.95K+ 11.76% |
$64K - $70.7K
|
28K
$659K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.7KNew |
$58.5K - $64.7K
|
2.7K
$63.5K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.41K+ 7.63% |
$52.3K - $57.8K
|
34K
$801K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.97K+ 656.67% |
$42.7K - $47.2K
|
2.27K
$53.4K
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.86KNew |
$40.4K - $44.7K
|
1.86K
$43.8K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.38K+ 9.39% |
$29.8K - $33K
|
16K
$377K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.3K+ 1071.07% |
$28.1K - $31.1K
|
1.42K
$33.3K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.24K+ 31.96% |
$26.9K - $29.7K
|
5.12K
$120K
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.15KNew |
$24.9K - $27.5K
|
1.15K
$27K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
700New |
$15.2K - $16.8K
|
700
$16.5K
|
|
Nov 07, 2022
Q3 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
676+ 0.23% |
$14.7K - $16.2K
|
289K
$6.8M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
662New |
$14.4K - $15.9K
|
662
$15.6K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
553+ 4.22% |
$12K - $13.3K
|
13.6K
$321K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
536+ 2.4% |
$11.6K - $12.9K
|
22.8K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
445+ 2.22% |
$9.66K - $10.7K
|
20.5K
$482K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
391+ 1.53% |
$8.48K - $9.38K
|
26K
$612K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
294+ 1.67% |
$6.38K - $7.05K
|
17.9K
$421K
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
240+ 1.06% |
$5.21K - $5.76K
|
22.8K
$537K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
233New |
$5.06K - $5.59K
|
233
$5.48K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
203New |
$4.41K - $4.87K
|
203
$4.78K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
190New |
$4.12K - $4.56K
|
190
$4.47K
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
165+ 1.61% |
$3.58K - $3.96K
|
10.4K
$246K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
159+ 0.61% |
$3.45K - $3.81K
|
26.4K
$622K
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
109+ 1.03% |
$2.37K - $2.61K
|
10.7K
$252K
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
26+ 0.17% |
$564 - $623
|
15.4K
$363K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21New |
$456 - $504
|
21
$494
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 1.54% |
$260 - $288
|
793
$18.7K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.67% |
$43.4 - $48
|
302
$7.11K
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-20- 80.0% |
$434 - $480
|
5
$118
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-28- 10.18% |
$608 - $671
|
247
$5.81K
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-165- 1.61% |
$3.58K - $3.96K
|
10.1K
$237K
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
SELL
|
- |
-412- 1.01% |
$8.94K - $9.88K
|
40.5K
$953K
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-474- 3.21% |
$10.3K - $11.4K
|
14.3K
$336K
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-632- 5.51% |
$13.7K - $15.2K
|
10.8K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-670- 1.98% |
$14.5K - $16.1K
|
33.2K
$781K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-874- 7.81% |
$19K - $21K
|
10.3K
$243K
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-903- 99.12% |
$19.6K - $21.7K
|
8
$188
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.05K- 60.58% |
$22.7K - $25.1K
|
680
$16K
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.43K- 8.04% |
$30.9K - $34.2K
|
16.3K
$383K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$31.8K - $35.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.57K- 35.61% |
$34.1K - $37.6K
|
2.84K
$66.8K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.72K- 12.33% |
$37.4K - $41.3K
|
12.3K
$288K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.86K- 43.85% |
$40.4K - $44.7K
|
2.39K
$56.1K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.26K- 94.8% |
$49K - $54.2K
|
124
$2.92K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.29K- 13.94% |
$49.6K - $54.8K
|
14.1K
$332K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.56K- 95.0% |
$55.6K - $61.5K
|
135
$3.18K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.11K- 8.32% |
$67.6K - $74.6K
|
34.3K
$807K
|