Purchases and Sales Made in Q3 2023 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 2023. 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 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.1K+ 52.59% |
$652K - $671K
|
84.6K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
28.4KNew |
$634K - $653K
|
28.4K
$667K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
28K+ 4.39% |
$626K - $645K
|
666K
$15.7M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27.2KNew |
$607K - $625K
|
27.2K
$639K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
22.5KNew |
$502K - $517K
|
22.5K
$529K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
22.4K+ 2.1% |
$502K - $516K
|
1.09M
$25.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
20KNew |
$447K - $460K
|
20K
$471K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.8KNew |
$442K - $455K
|
19.8K
$465K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
19.7KNew |
$440K - $453K
|
19.7K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.8K+ 3.56% |
$420K - $432K
|
546K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18.3KNew |
$409K - $421K
|
18.3K
$431K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.3K+ 38.1% |
$409K - $421K
|
66.3K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17.7KNew |
$396K - $408K
|
17.7K
$417K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.5KNew |
$390K - $402K
|
17.5K
$411K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.6KNew |
$371K - $382K
|
16.6K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
16KNew |
$357K - $367K
|
16K
$375K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
15.5KNew |
$347K - $357K
|
15.5K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 21.09% |
$333K - $343K
|
85.5K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.5KNew |
$302K - $311K
|
13.5K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
13.3KNew |
$298K - $306K
|
13.3K
$313K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13.2K+ 136.12% |
$296K - $305K
|
23K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.4KNew |
$278K - $286K
|
12.4K
$293K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$270K - $278K
|
12.1K
$284K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
12K+ 23.78% |
$269K - $277K
|
62.6K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
11.6K+ 5.4% |
$258K - $266K
|
225K
$5.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.2KNew |
$251K - $258K
|
11.2K
$264K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.1KNew |
$248K - $255K
|
11.1K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11KNew |
$246K - $253K
|
11K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
11KNew |
$246K - $253K
|
11K
$259K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.6KNew |
$236K - $243K
|
10.6K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 82.68% |
$231K - $238K
|
22.9K
$538K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
9.83KNew |
$220K - $226K
|
9.83K
$231K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.24K+ 9.69% |
$206K - $213K
|
105K
$2.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
8.24K+ 40.46% |
$184K - $190K
|
28.6K
$673K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
8.05K+ 29.88% |
$180K - $185K
|
35K
$823K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.84KNew |
$175K - $181K
|
7.84K
$185K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.61KNew |
$170K - $175K
|
7.61K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.4K+ 177.72% |
$166K - $170K
|
11.6K
$272K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.3K+ 7.72% |
$163K - $168K
|
102K
$2.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
7.01K+ 3289.2% |
$157K - $161K
|
7.22K
$170K
|
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
6.96K+ 49.59% |
$156K - $160K
|
21K
$494K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.46K+ 2.42% |
$144K - $149K
|
274K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.87K+ 13.3% |
$131K - $135K
|
50K
$1.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
5.66K+ 860.03% |
$127K - $130K
|
6.32K
$149K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
5.6K+ 6.07% |
$125K - $129K
|
97.9K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.54K+ 5.0% |
$124K - $127K
|
116K
$2.74M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.53KNew |
$124K - $127K
|
5.53K
$130K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
4.92K+ 10.9% |
$110K - $113K
|
50.1K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
4.58K+ 29.73% |
$102K - $106K
|
20K
$471K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.19K+ 8.32% |
$93.8K - $96.5K
|
54.6K
$1.28M
|