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 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
10.9KNew |
$236K - $250K
|
10.9K
$254K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10.6K+ 23.14% |
$230K - $243K
|
56.3K
$1.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10KNew |
$218K - $231K
|
10K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.5K+ 17.3% |
$206K - $218K
|
64.4K
$1.51M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.17K+ 9.67% |
$199K - $211K
|
104K
$2.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
8.94K+ 25.38% |
$194K - $206K
|
44.2K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8.8K+ 18.54% |
$191K - $202K
|
56.2K
$1.32M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.03K+ 21.71% |
$174K - $185K
|
45K
$1.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
7.02KNew |
$152K - $161K
|
7.02K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.68K+ 29.36% |
$145K - $154K
|
29.4K
$690K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.4K+ 35.76% |
$139K - $147K
|
24.3K
$569K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.16K+ 4.04% |
$134K - $142K
|
159K
$3.71M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5.95KNew |
$129K - $137K
|
5.95K
$139K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.25K+ 44.22% |
$114K - $121K
|
17.1K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.02K+ 14.62% |
$109K - $115K
|
39.3K
$921K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.8K+ 35.93% |
$104K - $110K
|
18.2K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.08K+ 11.76% |
$88.6K - $93.8K
|
38.8K
$908K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.87KNew |
$84K - $89K
|
3.87K
$90.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.25K+ 38.68% |
$70.5K - $74.7K
|
11.6K
$273K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
3.01K+ 441.91% |
$65.2K - $69.1K
|
3.69K
$86.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.68K+ 2158.06% |
$58.1K - $61.5K
|
2.8K
$65.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.06K+ 0.71% |
$44.8K - $47.4K
|
293K
$6.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.73K+ 15.05% |
$37.5K - $39.7K
|
13.2K
$310K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.47K+ 775.26% |
$32K - $33.9K
|
1.66K
$39K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.43KNew |
$31K - $32.9K
|
1.43K
$33.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.34K+ 9.84% |
$29.2K - $30.9K
|
15K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1.18KNew |
$25.7K - $27.2K
|
1.18K
$27.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.11K+ 5.02% |
$24.2K - $25.6K
|
23.3K
$546K
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
1.01K+ 9.43% |
$21.9K - $23.2K
|
11.7K
$275K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 143.43% |
$21.8K - $23.1K
|
1.7K
$39.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
788New |
$17.1K - $18.1K
|
788
$18.5K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
788New |
$17.1K - $18.1K
|
788
$18.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
726New |
$15.8K - $16.7K
|
726
$17K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
681New |
$14.8K - $15.7K
|
681
$16K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
561+ 8.44% |
$12.2K - $12.9K
|
7.21K
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
542New |
$11.8K - $12.5K
|
542
$12.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
502+ 0.17% |
$10.9K - $11.5K
|
289K
$6.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
490+ 26.32% |
$10.6K - $11.3K
|
2.35K
$55.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
487New |
$10.6K - $11.2K
|
487
$11.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
451+ 1.98% |
$9.79K - $10.4K
|
23.3K
$545K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400New |
$8.68K - $9.2K
|
400
$9.37K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
370New |
$8.03K - $8.51K
|
370
$8.67K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
349+ 30.4% |
$7.58K - $8.03K
|
1.5K
$35.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
319+ 0.68% |
$6.93K - $7.34K
|
47.1K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
307+ 6.0% |
$6.66K - $7.06K
|
5.42K
$127K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
238New |
$5.17K - $5.47K
|
238
$5.58K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$4.34K - $4.6K
|
200
$4.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
180+ 7.93% |
$3.91K - $4.14K
|
2.45K
$57.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
143+ 0.43% |
$3.1K - $3.29K
|
33.4K
$781K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
123+ 4.56% |
$2.67K - $2.83K
|
2.82K
$66.1K
|