Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
2.65M+ 24.47% |
$61.1M - $63.8M
|
13.5M
$320M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
2.36M+ 65.97% |
$54.3M - $56.7M
|
5.93M
$141M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.85M+ 23616.25% |
$42.7M - $44.6M
|
1.86M
$44.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.54M+ 702.21% |
$35.6M - $37.2M
|
1.76M
$41.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.44MNew |
$33.1M - $34.6M
|
1.44M
$34.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.29M+ 189.17% |
$29.7M - $31M
|
1.97M
$46.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
994K+ 25.76% |
$22.9M - $23.9M
|
4.85M
$115M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
909K+ 26.16% |
$20.9M - $21.9M
|
4.38M
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
796K+ 1083.0% |
$18.3M - $19.2M
|
870K
$20.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
699K+ 18.47% |
$16.1M - $16.8M
|
4.48M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
690K+ 292.62% |
$15.9M - $16.6M
|
926K
$22M
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
BUY
|
- |
584KNew |
$13.4M - $14M
|
584K
$13.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
479KNew |
$11M - $11.5M
|
479K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
451K+ 7.79% |
$10.4M - $10.9M
|
6.24M
$148M
|
|
|
Nov 13, 2024
Q3 2024
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
400K+ 10.58% |
$9.22M - $9.62M
|
4.18M
$99.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
392K+ 2.69% |
$9.04M - $9.44M
|
15M
$356M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
378K+ 13.1% |
$8.71M - $9.1M
|
3.27M
$77.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
322KNew |
$7.42M - $7.75M
|
322K
$7.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
306KNew |
$7.05M - $7.36M
|
306K
$7.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
295KNew |
$6.8M - $7.1M
|
295K
$7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
283K+ 979.44% |
$6.52M - $6.81M
|
312K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
278K+ 20.51% |
$6.4M - $6.69M
|
1.63M
$38.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
252KNew |
$5.8M - $6.05M
|
252K
$5.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
249K+ 170.28% |
$5.73M - $5.98M
|
395K
$9.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
241K+ 188.46% |
$5.56M - $5.81M
|
370K
$8.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
222KNew |
$5.12M - $5.35M
|
222K
$5.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
212K+ 21.37% |
$4.87M - $5.09M
|
1.2M
$28.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 767.61% |
$4.57M - $4.77M
|
224K
$5.32M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
198K+ 767.61% |
$4.57M - $4.77M
|
224K
$5.32M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
184KNew |
$4.24M - $4.42M
|
184K
$4.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
169KNew |
$3.89M - $4.06M
|
169K
$4M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159K+ 58.39% |
$3.66M - $3.82M
|
431K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
154K+ 25.66% |
$3.54M - $3.69M
|
752K
$17.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
146KNew |
$3.35M - $3.5M
|
146K
$3.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
139K+ 43.94% |
$3.2M - $3.34M
|
455K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
127K+ 9.27% |
$2.92M - $3.05M
|
1.49M
$35.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
120K+ 144.03% |
$2.77M - $2.89M
|
204K
$4.83M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
117KNew |
$2.7M - $2.82M
|
117K
$2.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
111KNew |
$2.57M - $2.68M
|
111K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
111K+ 75.46% |
$2.55M - $2.66M
|
257K
$6.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 6.4% |
$2.41M - $2.52M
|
1.74M
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
103KNew |
$2.38M - $2.49M
|
103K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
101K+ 13.5% |
$2.32M - $2.42M
|
845K
$20.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
95.6K+ 576.93% |
$2.2M - $2.3M
|
112K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
88.8KNew |
$2.05M - $2.14M
|
88.8K
$2.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
83.9KNew |
$1.93M - $2.02M
|
83.9K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
82.4K+ 4.4% |
$1.9M - $1.98M
|
1.96M
$46.4M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
78.8K+ 27.73% |
$1.82M - $1.9M
|
363K
$8.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
78.5K+ 56.79% |
$1.81M - $1.89M
|
217K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
77.8KNew |
$1.79M - $1.87M
|
77.8K
$1.84M
|