Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
926KNew |
$20.1M - $21.3M
|
926K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
487K+ 221.19% |
$10.6M - $11.2M
|
708K
$16.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
407K+ 19.44% |
$8.84M - $9.36M
|
2.5M
$58.6M
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
407KNew |
$8.83M - $9.36M
|
407K
$9.53M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
262KNew |
$5.68M - $6.02M
|
262K
$6.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
232KNew |
$5.05M - $5.35M
|
232K
$5.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
225KNew |
$4.89M - $5.19M
|
225K
$5.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
225KNew |
$4.89M - $5.18M
|
225K
$5.28M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
126K+ 46.51% |
$2.73M - $2.89M
|
396K
$9.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
110KNew |
$2.38M - $2.52M
|
110K
$2.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
109K+ 259.41% |
$2.36M - $2.5M
|
150K
$3.52M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
96.3KNew |
$2.09M - $2.22M
|
96.3K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
63.1K+ 9.63% |
$1.37M - $1.45M
|
718K
$16.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63.1K+ 126.41% |
$1.37M - $1.45M
|
113K
$2.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
57.2KNew |
$1.24M - $1.31M
|
57.2K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.7K+ 6.74% |
$1.23M - $1.3M
|
899K
$21.1M
|
|
|
Jan 06, 2023
Q4 2022
|
Iowa State Bank
|
BUY
|
- |
56.5KNew |
$1.23M - $1.3M
|
56.5K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
52.6K+ 130.9% |
$1.14M - $1.21M
|
92.8K
$2.17M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
51.8K+ 186.9% |
$1.12M - $1.19M
|
79.5K
$1.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
45.9KNew |
$997K - $1.06M
|
45.9K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
45.8K+ 83.96% |
$994K - $1.05M
|
100K
$2.35M
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
45K+ 173.09% |
$977K - $1.04M
|
71K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
43.5KNew |
$944K - $1M
|
43.5K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
39.7K+ 85.31% |
$863K - $914K
|
86.3K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
38.4KNew |
$835K - $884K
|
38.4K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
38.1KNew |
$827K - $876K
|
38.1K
$893K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
36.3KNew |
$789K - $835K
|
36.3K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
34.1K+ 15.54% |
$741K - $785K
|
254K
$5.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
31.3KNew |
$679K - $720K
|
31.3K
$733K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
31.3KNew |
$679K - $720K
|
31.3K
$733K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
31.1KNew |
$675K - $715K
|
31.1K
$728K
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
30KNew |
$651K - $689K
|
30K
$702K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24.9K+ 35.88% |
$540K - $572K
|
94.1K
$2.21M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
24.8KNew |
$539K - $571K
|
24.8K
$582K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
23.1KNew |
$501K - $531K
|
23.1K
$541K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
22.3K+ 16534.07% |
$485K - $513K
|
22.5K
$526K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
21.6KNew |
$470K - $498K
|
21.6K
$507K
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
20.7K+ 165.8% |
$449K - $476K
|
33.2K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
19.6KNew |
$426K - $452K
|
19.6K
$460K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.5K+ 112.54% |
$402K - $426K
|
35K
$819K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
16K+ 77.94% |
$347K - $367K
|
36.4K
$854K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15.9KNew |
$345K - $366K
|
15.9K
$372K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
14.9KNew |
$324K - $343K
|
14.9K
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.6KNew |
$317K - $335K
|
14.6K
$342K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.4KNew |
$313K - $332K
|
14.4K
$338K
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
BUY
|
- |
13.8K+ 24.79% |
$299K - $317K
|
69.4K
$1.63M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.3K+ 2.57% |
$288K - $305K
|
529K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.4KNew |
$270K - $286K
|
12.4K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.2KNew |
$264K - $280K
|
12.2K
$285K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.4K+ 71.14% |
$247K - $262K
|
27.4K
$643K
|