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 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.62K- 67.18% |
$83.5K - $87.2K
|
1.77K
$41.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.69K- 2.81% |
$84.9K - $88.7K
|
128K
$3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.77K- 3.51% |
$87K - $90.8K
|
104K
$2.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4.44K- 14.07% |
$102K - $107K
|
27.1K
$637K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-4.83K- 16.85% |
$111K - $116K
|
23.8K
$560K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-6.43K- 9.96% |
$148K - $155K
|
58.1K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.44K- 12.63% |
$148K - $155K
|
44.6K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.5K- 4.73% |
$150K - $156K
|
131K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.24K- 14.0% |
$167K - $174K
|
44.5K
$1.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.67K- 42.88% |
$177K - $185K
|
10.2K
$240K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.71K- 1.41% |
$224K - $234K
|
680K
$16M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.1K- 0.64% |
$256K - $268K
|
1.72M
$40.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 27.53% |
$268K - $279K
|
30.6K
$719K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13.6K- 30.32% |
$312K - $326K
|
31.2K
$733K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-13.6K- 36.23% |
$314K - $328K
|
24K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-14.7K- 99.83% |
$338K - $353K
|
25
$588
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16.4K- 17.42% |
$378K - $394K
|
77.7K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-17.4K- 6.93% |
$401K - $418K
|
234K
$5.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-18.8K- 34.53% |
$433K - $452K
|
35.6K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-19.5K- 7.53% |
$449K - $469K
|
239K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.2K- 7.17% |
$511K - $534K
|
287K
$6.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-25.5K- 6.92% |
$589K - $615K
|
344K
$8.09M
|
|
|
Oct 25, 2024
Q3 2024
|
Toews Corp
|
SELL
|
- |
-30K- 1.32% |
$691K - $722K
|
2.25M
$52.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-35.9K- 2.31% |
$827K - $863K
|
1.52M
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.8K- 71.72% |
$916K - $957K
|
15.7K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-49.1K- 51.56% |
$1.13M - $1.18M
|
46.1K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.9K- 46.21% |
$1.17M - $1.22M
|
59.2K
$1.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-52.3K- 21.17% |
$1.2M - $1.26M
|
195K
$4.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61.6K- 19.6% |
$1.42M - $1.48M
|
253K
$5.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-62.2K- 82.05% |
$1.43M - $1.5M
|
13.6K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-93.1K- 47.98% |
$2.15M - $2.24M
|
101K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-119K- 12.79% |
$2.74M - $2.86M
|
810K
$19.1M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-159K- 94.04% |
$3.65M - $3.82M
|
10.1K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-186K- 19.5% |
$4.29M - $4.48M
|
768K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-223K- 41.35% |
$5.14M - $5.37M
|
317K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-237K- 16.09% |
$5.47M - $5.71M
|
1.24M
$29.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
SELL
|
- |
-348K- 23.24% |
$8.01M - $8.36M
|
1.15M
$27M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-647K- 65.86% |
$14.9M - $15.6M
|
335K
$7.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-793K- 60.94% |
$18.3M - $19.1M
|
508K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-898K- 94.43% |
$20.7M - $21.6M
|
53K
$1.25M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.5M- 24.13% |
$34.6M - $36.1M
|
4.72M
$111M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-2.31M- 81.65% |
$53.3M - $55.7M
|
520K
$12.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-3.73M- 46.0% |
$86M - $89.8M
|
4.38M
$103M
|