Purchases and Sales Made in Q3 2023 in Spdr Ser Tr Spdr Portfolio Hig (SPHY)

SPHY Quotes by TradingView

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
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
4.11K
+ 5.36%
$91.9K - $94.6K
80.8K $1.9M
Oct 16, 2023 Q3 2023
Trilogy Capital Inc.

BUY
 -
3.86K
+ 12.16%
$86.4K - $88.9K
35.6K $838K
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
3.86K
+ 4063.16%
$86.3K - $88.9K
3.96K $93.1K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
3.82K
+ 111.91%
$85.5K - $88K
7.24K $170K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
3.76K
+ 34.69%
$84K - $86.5K
14.6K $343K
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
3.48K
+ 15.52%
$77.8K - $80.1K
25.9K $609K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.3K
+ 1648.5%
$73.7K - $75.9K
3.5K $82.3K
Oct 05, 2023 Q3 2023
Keystone Wealth Services, LLC

BUY
 -
2.39K
+ 4.59%
$53.4K - $55K
54.4K $1.28M
Oct 17, 2023 Q3 2023
Nikulski Financial, Inc.

BUY
 -
1.91K
+ 2.47%
$42.7K - $44K
79.1K $1.86M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
1.45K
+ 1.2%
$32.5K - $33.4K
122K $2.87M
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

BUY
 -
1.13K
+ 4.97%
$25.4K - $26.1K
24K $564K
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.06K
+ 1.74%
$23.6K - $24.3K
61.6K $1.45M
Nov 02, 2023 Q3 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
1.04K
+ 5.25%
$23.2K - $23.8K
20.8K $488K
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
911
+ 3960.87%
$20.4K - $21K
934 $22K
Oct 17, 2023 Q3 2023
Inscription Capital, LLC

Houston, TX
BUY
 -
897
+ 2.81%
$20.1K - $20.6K
32.9K $774K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
859
+ 30.46%
$19.2K - $19.8K
3.68K $86.6K
Oct 13, 2023 Q3 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
606
+ 27.71%
$13.6K - $14K
2.79K $65.7K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
554
+ 3.37%
$12.4K - $12.8K
17K $400K
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
513
New
$11.5K - $11.8K
513 $12.1K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
496
+ 10.86%
$11.1K - $11.4K
5.06K $119K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
457
+ 4.3%
$10.2K - $10.5K
11.1K $261K
Nov 09, 2023 Q3 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
BUY
 -
457
+ 0.83%
$10.2K - $10.5K
55.2K $1.3M
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
428
+ 48.25%
$9.57K - $9.85K
1.32K $30.9K
Oct 18, 2023 Q3 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
400
+ 2.95%
$8.94K - $9.21K
14K $329K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
396
+ 2.34%
$8.85K - $9.12K
17.3K $407K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
393
New
$8.79K - $9.05K
393 $9.25K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
389
New
$8.7K - $8.95K
389 $9.15K
Dec 13, 2024 Q3 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
388
+ 2.01%
$8.68K - $8.93K
19.7K $462K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
358
+ 83.26%
$8K - $8.24K
788 $18.5K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
342
+ 1.95%
$7.65K - $7.87K
17.9K $421K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
298
+ 14.72%
$6.66K - $6.86K
2.32K $54.7K
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
225
New
$5.03K - $5.18K
225 $5.29K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
187
+ 7.95%
$4.18K - $4.3K
2.54K $59.7K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
157
+ 36.51%
$3.51K - $3.61K
587 $13.8K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
128
+ 26.61%
$2.86K - $2.95K
609 $14.3K
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
116
+ 1.09%
$2.59K - $2.67K
10.8K $254K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
113
+ 1.78%
$2.53K - $2.6K
6.45K $152K
Nov 03, 2023 Q3 2023
Jackson Creek Investment Advisors LLC

BUY
 -
79
+ 0.31%
$1.77K - $1.82K
26K $611K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
61
+ 0.13%
$1.36K - $1.4K
47.6K $1.12M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
53
New
$1.19K - $1.22K
53 $1.25K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
35
+ 2.06%
$783 - $806
1.74K $40.9K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

BUY
 -
8
+ 2.02%
$179 - $184
404 $9.51K
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

BUY
 -
3
+ 0.97%
$67.1 - $69.1
312 $7.34K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 06, 2024 Q3 2023
Hantz Financial Services, Inc.

BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2023 Q3 2023
Ma Private Wealth

SELL
 -
-1
- -0.0%
$22.4 - $23
21K $493K
Oct 10, 2023 Q3 2023
Bts Asset Management, Inc.

SELL
 -
-2
- 0.01%
$44.7 - $46
17.8K $419K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-6
- 1.09%
$134 - $138
543 $12.8K

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