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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
19.8K+ 17.05% |
$457K - $478K
|
136K
$3.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 25.44% |
$437K - $457K
|
93.6K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
18.9KNew |
$436K - $455K
|
18.9K
$445K
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
17.8KNew |
$409K - $428K
|
17.8K
$418K
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
17.2K+ 7.33% |
$397K - $415K
|
252K
$5.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
16.9K+ 29.23% |
$390K - $408K
|
74.9K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
16.6K+ 20.26% |
$383K - $400K
|
98.7K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.5KNew |
$380K - $397K
|
16.5K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.3KNew |
$375K - $392K
|
16.3K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
16.3KNew |
$375K - $392K
|
16.3K
$383K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
15.7KNew |
$362K - $378K
|
15.7K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.5K+ 114.31% |
$356K - $372K
|
29K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.4K+ 57.76% |
$355K - $371K
|
42.1K
$990K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
15.3KNew |
$352K - $367K
|
15.3K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.2KNew |
$350K - $365K
|
15.2K
$357K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
14.8K+ 1.82% |
$341K - $356K
|
829K
$19.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
14.7KNew |
$338K - $353K
|
14.7K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
14.2K+ 5.64% |
$327K - $341K
|
266K
$6.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
14K+ 10.18% |
$322K - $336K
|
151K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
13.9K+ 14.04% |
$320K - $334K
|
113K
$2.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.6KNew |
$313K - $327K
|
13.6K
$320K
|
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
13K+ 53.11% |
$300K - $313K
|
37.5K
$882K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$294K - $307K
|
12.8K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
12.7K+ 31.34% |
$292K - $305K
|
53.2K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.4K+ 2.0% |
$286K - $299K
|
635K
$14.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
12.4K+ 4.74% |
$285K - $297K
|
273K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
12.2K+ 26.23% |
$282K - $294K
|
58.9K
$1.39M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12KNew |
$276K - $289K
|
12K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.7KNew |
$269K - $281K
|
11.7K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
11.6K+ 2.73% |
$268K - $280K
|
438K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 26.12% |
$252K - $263K
|
52.8K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$238K - $248K
|
10.3K
$243K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
10.3KNew |
$236K - $247K
|
10.3K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.89K+ 24.71% |
$228K - $238K
|
49.9K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.85K+ 123.74% |
$227K - $237K
|
17.8K
$419K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.79K+ 32.42% |
$226K - $235K
|
40K
$941K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.59KNew |
$221K - $231K
|
9.59K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
9.4KNew |
$217K - $226K
|
9.4K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.28K+ 11.7% |
$214K - $223K
|
88.6K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.19KNew |
$212K - $221K
|
9.19K
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
8.99K+ 20.9% |
$207K - $216K
|
52K
$1.22M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
8.87K+ 84.58% |
$204K - $213K
|
19.3K
$455K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
8.79K+ 13.64% |
$203K - $212K
|
73.3K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
8.75KNew |
$202K - $211K
|
8.75K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8.49K+ 78.93% |
$195K - $204K
|
19.2K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
8.47KNew |
$195K - $204K
|
8.47K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
8.44K+ 123.03% |
$194K - $203K
|
15.3K
$360K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
8.4K+ 9.72% |
$193K - $202K
|
94.8K
$2.23M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.39K+ 29.64% |
$193K - $202K
|
36.7K
$863K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.25K+ 63.8% |
$190K - $198K
|
21.2K
$498K
|