Purchases and Sales Made in Q3 2024 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 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 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
77.8K
New
$1.79M - $1.87M
77.8K $1.83M
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
74.3K
+ 6.25%
$1.71M - $1.79M
1.26M $29.7M
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
74.1K
New
$1.71M - $1.78M
74.1K $1.74M
Nov 08, 2024 Q3 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
72.5K
+ 56.19%
$1.67M - $1.74M
202K $4.74M
Oct 22, 2024 Q3 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
71K
+ 56.46%
$1.64M - $1.71M
197K $4.63M
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
67.5K
+ 783.5%
$1.56M - $1.62M
76.1K $1.79M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
66.4K
+ 10.49%
$1.53M - $1.6M
699K $16.4M
Nov 14, 2024 Q3 2024
Geneos Wealth Management Inc.

BUY
 -
65.3K
+ 1648.72%
$1.5M - $1.57M
69.2K $1.63M
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
52.8K
+ 10.49%
$1.22M - $1.27M
556K $13.1M
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
51.9K
New
$1.2M - $1.25M
51.9K $1.22M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
49K
+ 45.4%
$1.13M - $1.18M
157K $3.7M
Nov 14, 2024 Q3 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
46.4K
+ 22.01%
$1.07M - $1.12M
257K $6.05M
Nov 14, 2024 Q3 2024
Voya Investment Management LLC

Atlanta, GA
BUY
 -
42.6K
+ 7.26%
$982K - $1.03M
630K $14.8M
Nov 15, 2024 Q3 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
42K
+ 9.26%
$969K - $1.01M
496K $11.7M
Nov 12, 2024 Q3 2024
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
39.7K
+ 6.02%
$916K - $956K
699K $16.5M
Nov 12, 2024 Q3 2024
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
37.6K
+ 13.32%
$866K - $904K
320K $7.52M
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
37.5K
+ 15.05%
$865K - $903K
287K $6.75M
Oct 10, 2024 Q3 2024
Rfg Holdings, Inc.

BUY
 -
35.9K
+ 4.17%
$828K - $865K
897K $21.1M
Oct 08, 2024 Q3 2024
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
35.8K
+ 48.52%
$824K - $861K
109K $2.58M
Nov 06, 2024 Q3 2024
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
33.4K
New
$768K - $802K
33.4K $785K
Oct 24, 2024 Q3 2024
Bay Colony Advisory Group, Inc D

BUY
 -
33.1K
New
$762K - $796K
33.1K $778K
Oct 25, 2024 Q3 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
32.7K
+ 16.97%
$753K - $787K
225K $5.3M
Nov 14, 2024 Q3 2024
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
30.9K
New
$711K - $742K
30.9K $726K
Oct 22, 2024 Q3 2024
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
30.8K
+ 3.92%
$710K - $741K
816K $19.2M
Oct 18, 2024 Q3 2024
Rede Wealth, LLC

BUY
 -
30.6K
+ 190.68%
$705K - $736K
46.7K $1.1M
Oct 18, 2024 Q3 2024
Compass Ion Advisors, LLC

BUY
 -
29.1K
New
$670K - $700K
29.1K $685K
Nov 08, 2024 Q3 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
28.5K
+ 12.39%
$657K - $686K
259K $6.08M
Oct 24, 2024 Q3 2024
J.W. Cole Advisors, Inc.

BUY
 -
28.1K
New
$648K - $677K
28.1K $662K
Nov 14, 2024 Q3 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
28K
+ 14.11%
$646K - $675K
227K $5.34M
Oct 04, 2024 Q3 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
27.4K
+ 183.89%
$631K - $659K
42.3K $994K
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
27.3K
New
$628K - $656K
27.3K $642K
Oct 21, 2024 Q3 2024
Stewardship Advisors, LLC

BUY
 -
26.9K
New
$620K - $647K
26.9K $633K
Oct 23, 2024 Q3 2024
Midland Wealth Advisors LLC

Rockford, IL
BUY
 -
26.8K
New
$618K - $646K
26.8K $631K
Nov 12, 2024 Q3 2024
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
26.5K
New
$611K - $638K
26.5K $624K
Nov 14, 2024 Q3 2024
Constant Guidance Financial LLC

Attleboro Falls, MA
BUY
 -
26.2K
New
$602K - $629K
26.2K $615K
Nov 05, 2024 Q3 2024
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
26K
New
$598K - $625K
26K $611K
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
25.9K
New
$598K - $624K
25.9K $610K
Nov 14, 2024 Q3 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
25.1K
New
$577K - $603K
25.1K $589K
Nov 06, 2024 Q3 2024
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
24.6K
New
$567K - $592K
24.6K $579K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
24.4K
+ 394.3%
$563K - $588K
30.6K $720K
Nov 04, 2024 Q3 2024
New Square Capital LLC

BUY
 -
23.4K
+ 5.48%
$539K - $562K
450K $10.6M
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
23.2K
+ 0.28%
$535K - $559K
8.24M $194M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
21.5K
+ 12.54%
$495K - $517K
193K $4.53M
Oct 22, 2024 Q3 2024
Bts Asset Management, Inc.

BUY
 -
21.2K
New
$489K - $510K
21.2K $499K
Nov 14, 2024 Q3 2024
Stadion Money Management, LLC

Watkinsville, GA
BUY
 -
21K
+ 11.17%
$484K - $506K
209K $4.92M
Oct 09, 2024 Q3 2024
Worth Asset Management, LLC

BUY
 -
21K
New
$484K - $505K
21K $494K
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
20.6K
New
$475K - $496K
20.6K $485K
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
20.4K
+ 33.51%
$469K - $490K
81.2K $1.91M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
20.2K
+ 12.43%
$465K - $485K
182K $4.29M

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