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
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-3.81K- 26.03% |
$82.7K - $91.4K
|
10.8K
$255K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.81K- 2.44% |
$82.7K - $91.4K
|
152K
$3.59M
|
|
|
Oct 17, 2022
Q3 2022
|
Capital Advisors Inc
|
SELL
|
- |
-4.25K- 0.4% |
$92.3K - $102K
|
1.05M
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.31K- 1.7% |
$93.6K - $103K
|
250K
$5.87M
|
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.26K- 6.61% |
$157K - $174K
|
103K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.81K- 10.13% |
$169K - $187K
|
69.3K
$1.63M
|
|
|
Oct 19, 2022
Q3 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-7.93K- 38.91% |
$172K - $190K
|
12.4K
$293K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-10.3K- 41.52% |
$224K - $248K
|
14.6K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-10.9K- 15.11% |
$236K - $260K
|
61K
$1.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-12.1K- 5.96% |
$263K - $291K
|
191K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.8K- 25.23% |
$365K - $404K
|
49.9K
$1.17M
|
|
|
Oct 17, 2022
Q3 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-20.3K- 7.4% |
$440K - $486K
|
254K
$5.97M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-95.2K- 89.68% |
$2.07M - $2.28M
|
11K
$258K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-250K- 97.41% |
$5.43M - $6M
|
6.65K
$156K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-261K- 73.34% |
$5.66M - $6.26M
|
94.8K
$2.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-271K- 48.2% |
$5.87M - $6.49M
|
291K
$6.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Systelligence, LLC
|
SELL
|
- |
-546K- 50.2% |
$11.9M - $13.1M
|
542K
$12.8M
|