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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.05K+ 4.06% |
$24.2K - $25.3K
|
26.9K
$638K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.04K+ 83.43% |
$24K - $25.1K
|
2.29K
$54.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
1.03K+ 6.66% |
$23.8K - $24.8K
|
16.5K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.02K+ 1.28% |
$23.4K - $24.4K
|
80.2K
$1.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.01K+ 4.92% |
$23.3K - $24.3K
|
21.6K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
954+ 2.27% |
$22K - $23K
|
43K
$1.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
867+ 6.09% |
$20K - $20.9K
|
15.1K
$358K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
790+ 1.15% |
$18.2K - $19K
|
69.3K
$1.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
736+ 766.67% |
$17K - $17.7K
|
832
$19.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
735+ 3.81% |
$16.9K - $17.7K
|
20K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
718+ 8.02% |
$16.5K - $17.3K
|
9.67K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
710+ 37.79% |
$16.4K - $17.1K
|
2.59K
$61.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
704+ 2.79% |
$16.2K - $16.9K
|
25.9K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
680New |
$15.7K - $16.4K
|
680
$16.1K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
660New |
$15.2K - $15.9K
|
660
$15.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
638New |
$14.7K - $15.4K
|
638
$15.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
593+ 4.28% |
$13.7K - $14.3K
|
14.4K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
567+ 4.24% |
$13.1K - $13.6K
|
13.9K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
533+ 1.64% |
$12.3K - $12.8K
|
33K
$783K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
455New |
$10.5K - $10.9K
|
455
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
445+ 3.71% |
$10.3K - $10.7K
|
12.4K
$295K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
407+ 0.66% |
$9.38K - $9.79K
|
62K
$1.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
398+ 19.4% |
$9.17K - $9.58K
|
2.45K
$58.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
390+ 0.33% |
$8.99K - $9.38K
|
118K
$2.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
362+ 5.58% |
$8.34K - $8.71K
|
6.85K
$162K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
351+ 1.53% |
$8.09K - $8.45K
|
23.3K
$552K
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
328+ 2.86% |
$7.56K - $7.89K
|
11.8K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
325+ 0.64% |
$7.49K - $7.82K
|
50.8K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
320New |
$7.37K - $7.7K
|
320
$7.59K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 29.41% |
$7.14K - $7.46K
|
1.36K
$32.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
295+ 0.21% |
$6.8K - $7.1K
|
144K
$3.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
271+ 2.25% |
$6.24K - $6.52K
|
12.3K
$292K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
264New |
$6.08K - $6.35K
|
264
$6.26K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
250New |
$5.76K - $6.02K
|
250
$5.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
242New |
$5.58K - $5.82K
|
242
$5.74K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
233+ 0.5% |
$5.37K - $5.61K
|
46.8K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
224New |
$5.16K - $5.39K
|
224
$5.31K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
216+ 0.3% |
$4.98K - $5.2K
|
73.4K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
213New |
$4.91K - $5.12K
|
213
$5.05K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
179New |
$4.12K - $4.31K
|
179
$4.25K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
171New |
$3.94K - $4.11K
|
171
$4.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
159New |
$3.66K - $3.83K
|
159
$3.77K
|
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
158+ 1.12% |
$3.64K - $3.8K
|
14.3K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
145+ 13.27% |
$3.34K - $3.49K
|
1.24K
$29.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
132New |
$3.04K - $3.18K
|
132
$3.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
123+ 492.0% |
$2.83K - $2.96K
|
148
$3.51K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
83+ 0.23% |
$1.91K - $2K
|
35.9K
$851K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
74+ 1.07% |
$1.7K - $1.78K
|
7.01K
$166K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
59New |
$1.36K - $1.42K
|
59
$1.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
33+ 2.91% |
$760 - $794
|
1.17K
$27.7K
|