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 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29+ 1.14% |
$668 - $698
|
2.57K
$60.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 0.23% |
$599 - $626
|
11.4K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14+ 0.47% |
$323 - $337
|
2.99K
$70.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
13+ 0.5% |
$300 - $313
|
2.59K
$61.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9+ 0.41% |
$207 - $217
|
2.21K
$52.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8+ 1.86% |
$184 - $192
|
437
$10.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 1.21% |
$92.2 - $96.2
|
335
$7.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.11% |
$92.2 - $96.2
|
3.81K
$90.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-17- 1.44% |
$392 - $409
|
1.17K
$27.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-18- 1.83% |
$415 - $433
|
964
$22.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-24- 0.11% |
$553 - $577
|
21.7K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-110- 6.12% |
$2.53K - $2.65K
|
1.69K
$40K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-143- 0.77% |
$3.29K - $3.44K
|
18.4K
$436K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-223- 1.3% |
$5.14K - $5.37K
|
17K
$402K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-240- 2.44% |
$5.53K - $5.77K
|
9.61K
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-246- 2.1% |
$5.67K - $5.92K
|
11.5K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-252- 1.28% |
$5.81K - $6.06K
|
19.4K
$461K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-315- 0.63% |
$7.26K - $7.58K
|
49.4K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-337- 2.21% |
$7.76K - $8.11K
|
14.9K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-353- 2.7% |
$8.13K - $8.49K
|
12.7K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-372Closed |
$8.57K - $8.95K
|
0
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-400- 3.12% |
$9.22K - $9.62K
|
12.4K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-402- 2.66% |
$9.26K - $9.67K
|
14.7K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-422- 0.91% |
$9.72K - $10.2K
|
45.9K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-462- 0.17% |
$10.6K - $11.1K
|
278K
$6.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-474- 1.07% |
$10.9K - $11.4K
|
43.9K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-541- 4.76% |
$12.5K - $13K
|
10.8K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-585- 0.17% |
$13.5K - $14.1K
|
344K
$8.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-803- 4.71% |
$18.5K - $19.3K
|
16.2K
$385K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-971- 5.37% |
$22.4K - $23.4K
|
17.1K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-994- 9.23% |
$22.9K - $23.9K
|
9.78K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.03K- 4.87% |
$23.7K - $24.8K
|
20.1K
$477K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.11K- 0.44% |
$25.5K - $26.6K
|
251K
$5.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.28K- 1.54% |
$29.6K - $30.9K
|
82.2K
$1.95M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.33K- 8.51% |
$30.7K - $32K
|
14.3K
$340K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.35K- 4.02% |
$31K - $32.4K
|
32.1K
$761K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.38K- 1.11% |
$31.9K - $33.3K
|
123K
$2.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.49K- 7.71% |
$34.3K - $35.8K
|
17.8K
$422K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.67K- 3.18% |
$38.4K - $40.1K
|
50.7K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.97K- 28.12% |
$45.4K - $47.4K
|
5.04K
$120K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.12K- 2.19% |
$48.9K - $51.1K
|
94.9K
$2.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.15K- 0.46% |
$49.4K - $51.6K
|
467K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.23K- 4.22% |
$51.4K - $53.7K
|
50.6K
$1.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-2.32K- 0.75% |
$53.5K - $55.9K
|
306K
$7.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.81K- 22.3% |
$64.7K - $67.6K
|
9.79K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-3.08K- 7.3% |
$70.9K - $74K
|
39.1K
$927K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-3.22K- 83.84% |
$74.1K - $77.4K
|
620
$14.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-3.27K- 24.7% |
$75.3K - $78.6K
|
9.96K
$236K
|