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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Flc Capital Advisors
|
BUY
|
- |
7.78K+ 4.35% |
$179K - $187K
|
187K
$4.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
7.51K+ 10.55% |
$173K - $181K
|
78.7K
$1.87M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.38K+ 35.29% |
$170K - $178K
|
28.3K
$671K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.94K+ 6.29% |
$160K - $167K
|
117K
$2.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
6.68K+ 6.66% |
$154K - $161K
|
107K
$2.54M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.34K+ 8.21% |
$146K - $153K
|
83.6K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6.34K+ 13.36% |
$146K - $153K
|
53.8K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.25K+ 0.94% |
$144K - $150K
|
674K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.02K+ 28.35% |
$139K - $145K
|
27.3K
$647K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.57K+ 625.84% |
$128K - $134K
|
6.46K
$153K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5.5K+ 8.36% |
$127K - $132K
|
71.3K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.39K+ 104.58% |
$124K - $130K
|
10.6K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5.27KNew |
$122K - $127K
|
5.27K
$125K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
4.8K+ 26.67% |
$111K - $115K
|
22.8K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
4.75K+ 43.18% |
$109K - $114K
|
15.8K
$374K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
4.36K+ 2.74% |
$100K - $105K
|
164K
$3.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.31KNew |
$99.2K - $104K
|
4.31K
$102K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.16K+ 4.22% |
$95.8K - $100K
|
103K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.97K+ 0.12% |
$91.4K - $95.4K
|
3.38M
$80.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.96K+ 4.72% |
$91.1K - $95.2K
|
87.7K
$2.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.9K+ 5.27% |
$89.7K - $93.7K
|
77.8K
$1.85M
|
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.68K+ 2.82% |
$84.8K - $88.5K
|
134K
$3.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
3.62K+ 1.94% |
$83.4K - $87.1K
|
190K
$4.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3.55K+ 5.95% |
$81.8K - $85.4K
|
63.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.25K+ 5.45% |
$74.9K - $78.2K
|
62.9K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.25K+ 1.68% |
$74.8K - $78.1K
|
196K
$4.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.15K+ 14.14% |
$72.6K - $75.8K
|
25.4K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.08K+ 2.49% |
$71K - $74.2K
|
127K
$3.01M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.91K+ 9.31% |
$67K - $69.9K
|
34.1K
$809K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.86K+ 2.4% |
$65.8K - $68.7K
|
122K
$2.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.65K+ 4.93% |
$61K - $63.7K
|
56.3K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.57K+ 8.59% |
$59.3K - $61.9K
|
32.5K
$771K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.47K+ 25.95% |
$56.9K - $59.4K
|
12K
$284K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.4K+ 2.1% |
$55.2K - $57.7K
|
117K
$2.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.25K+ 19.1% |
$51.8K - $54.1K
|
14K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.11K+ 40.46% |
$48.7K - $50.8K
|
7.33K
$174K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
2.02K+ 22.12% |
$46.5K - $48.6K
|
11.1K
$264K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.97K+ 19.03% |
$45.4K - $47.4K
|
12.3K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.82K+ 61.84% |
$41.9K - $43.7K
|
4.76K
$113K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.69K+ 3.76% |
$39K - $40.7K
|
46.7K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.53KNew |
$35.2K - $36.8K
|
1.53K
$36.2K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.52K+ 13.82% |
$35K - $36.5K
|
12.5K
$297K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1.5KNew |
$34.6K - $36.1K
|
1.5K
$35.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1.49KNew |
$34.4K - $35.9K
|
1.49K
$35.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.45K+ 0.49% |
$33.4K - $34.8K
|
298K
$7.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.28K+ 9.06% |
$29.5K - $30.8K
|
15.4K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.23K+ 15.8% |
$28.3K - $29.6K
|
9.01K
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.16K+ 4.1% |
$26.8K - $28K
|
29.5K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.06KNew |
$24.5K - $25.6K
|
1.06K
$25.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.05K+ 0.13% |
$24.3K - $25.4K
|
794K
$18.8M
|